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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
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$13.2M +$1.26M 7 0.64% Increased
452
William Blair & Company
William Blair & Company
Illinois
$13.1M +$257K 3 0.12% Increased
453
SCM
Suffolk Capital Management
New York
$13.1M -$1.58M 2 1.79% Reduced
454
CA
Cullinan Associates
Kentucky
$13M +$459K 4 1.11% Increased
455
Synovus Financial
Synovus Financial
Georgia
$13M +$122K 5 0.29% Increased
456
MIM
Martin Investment Management
Florida
$12.9M -$2.74M 1 2.45% Reduced
457
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$12.9M -$142K 1 3.88% Reduced
458
GGI
Godsey & Gibb Inc
Virginia
$12.8M -$65.8K 1 2.38% Reduced
459
ING Group
ING Group
Netherlands
$12.8M -$7.8M 3 0.24% Reduced
460
AP
Archon Partners
New Jersey
$12.7M +$165K 1 3.32% Increased
461
BCM
Barometer Capital Management
Ontario, Canada
$12.7M -$10.9M 1 1.42% Reduced
462
FBA
Front Barnett Associates
Illinois
$12.6M -$347K 1 2.43% Reduced
463
Truist Financial
Truist Financial
North Carolina
$12.5M -$13M 4 0.26% Reduced
464
Central Trust Company
Central Trust Company
Missouri
$12.4M +$231K 6 0.86% Increased
465
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$12.4M -$6.64M 2 2.96% Reduced
466
MKC
M. Kraus & Co
Vermont
$12.4M +$180K 2 8.5% Increased
467
HP
Hikari Power
Japan
$12.4M $0 1 1.76% Maintained
468
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$12.4M +$1.08M 5 0.23% Increased
469
Jones Financial Companies
Jones Financial Companies
Missouri
$12.3M +$92.4K 1 0.05% Increased
470
RCYC
Richard C. Young & Co
Rhode Island
$12.3M +$121K 1 2.58% Increased
471
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$12.3M +$490K 1 1.32% Increased
472
OI
Oakbrook Investments
Illinois
$12.3M -$1.78M 3 0.8% Reduced
473
CCM
Corsair Capital Management
New York
$12.2M -$1.83M 1 2.08% Reduced
474
Jefferies Group
Jefferies Group
New York
$12.1M +$1.87M 5 0.07% Increased
475
Manning & Napier Advisors
Manning & Napier Advisors
New York
$12.1M +$1.03M 2 0.08% Increased