← All themes Defense Modernization

Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
451	SAM Securian Asset Management St Paul, Minnesota	$11.9M	-$126K	5	0.4%	Reduced
452	CTA Chesley Taft & Associates Chicago, Illinois	$11.8M	+$1.13M	1	1.23%	Increased
453	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$11.6M	-$269K	6	0.56%	Reduced
454	BAC Boys Arnold & Co Asheville, North Carolina	$11.6M	-$533K	1	2.29%	Reduced
455	First National Bank of Omaha Omaha, Nebraska	$11.5M	-$3.34M	1	0.84%	Reduced
456	CCC Chelsea Counsel Company Los Angeles, California	$11.4M	+$342K	2	2.28%	Increased
457	Fuller & Thaler Asset Management San Mateo, California	$11.4M	-$3.4M	5	0.49%	Reduced
458	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$11.4M	-$11.3M	1	0.85%	Reduced
459	TCOV Trust Company of Vermont Brattleboro, Vermont	$11.4M	+$297K	2	1.72%	Increased
460	TAM Taurus Asset Management New York	$11.4M	+$2.03M	1	2.2%	Increased
461	CC Carlson Capital Dallas, Texas	$11.3M	+$182K	1	0.12%	Increased
462	Envestnet Asset Management Chicago, Illinois	$11.3M	+$174K	6	0.11%	Increased
463	WI WBI Investments Red Bank, New Jersey	$11.2M	-$21.3M	2	0.33%	Reduced
464	GGI Godsey & Gibb Inc Richmond, Virginia	$11.1M	+$605K	1	2.09%	Increased
465	MAI Capital Management Independence, Ohio	$11.1M	+$9.66M	1	1.07%	Increased
466	BPM Bowling Portfolio Management Cincinnati, Ohio	$11M	-$146K	2	2.58%	Reduced
467	MCM Murphy Capital Management Bedminster, New Jersey	$11M	-$185K	2	1.71%	Reduced
468	William Blair & Company Chicago, Illinois	$10.9M	-$22.2M	3	0.02%	Reduced
469	PP Prospector Partners Guilford, Connecticut	$10.9M	-$391K	1	0.6%	Reduced
470	PAM Paradigm Asset Management New York	$10.8M	+$1.58M	3	1.52%	Increased
471	NB NBT Bank Norwich, New York	$10.8M	-$455K	1	1.74%	Reduced
472	PAM Private Asset Management San Diego, California	$10.8M	+$355K	1	1.73%	Increased
473	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$10.8M	-$194K	5	0.35%	Reduced
474	RW Rand Wealth Baltimore, Maryland	$10.8M	+$94K	1	1.56%	Increased
475	MC Middleton & Co Boston, Massachusetts	$10.7M	+$71K	2	2.52%	Increased