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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
KCM
Kanawha Capital Management
Virginia
$15.6M -$122K 1 2.32% Reduced
452
SCM
Stevens Capital Management
Pennsylvania
$15.5M +$5.23M 2 0.55% Increased
453
GIP
Granite Investment Partners
California
$15.2M +$54.9K 3 0.97% Increased
454
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15.2M -$215K 1 1.47% Reduced
455
MKC
M. Kraus & Co
Vermont
$15M -$7.03K 2 9.44% Reduced
456
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$14.9M +$377K 2 0.9% Increased
457
RCM
Riverhead Capital Management
Delaware
$14.8M +$4M 6 0.59% Increased
458
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$14.8M +$414K 3 0.23% Increased
459
Tocqueville Asset Management
Tocqueville Asset Management
New York
$14.8M -$575K 2 0.19% Reduced
460
WesBanco Bank
WesBanco Bank
West Virginia
$14.6M -$1.93M 1 0.76% Reduced
461
Davenport & Co
Davenport & Co
Virginia
$14.6M -$2.31M 4 0.18% Reduced
462
CNBT
Canandaigua National Bank & Trust
New York
$14.5M -$245K 3 2.79% Reduced
463
GGI
Godsey & Gibb Inc
Virginia
$14.5M -$41.8K 1 2.51% Reduced
464
FCI
Financial Counselors Inc
Kansas
$14.5M +$3.03M 2 0.67% Increased
465
WCM
Windward Capital Management
California
$14.5M +$71.7K 1 2.05% Increased
466
MAP
Managed Asset Portfolios
Michigan
$14.5M +$361K 1 4.24% Increased
467
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$14.4M -$99.2K 1 1.03% Reduced
468
RIG
Roosevelt Investment Group
New York
$14.3M -$9.09M 2 1.34% Reduced
469
SIM
Sentry Investment Management
Wisconsin
$14.1M +$3.82M 4 0.92% Increased
470
Federated Hermes
Federated Hermes
Pennsylvania
$14.1M +$1.44M 5 0.04% Increased
471
William Blair & Company
William Blair & Company
Illinois
$14.1M -$1.68M 3 0.1% Reduced
472
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$14.1M +$1.23M 3 0.34% Increased
473
Guinness Asset Management
Guinness Asset Management
United Kingdom
$14.1M +$1.93M 1 2.75% Increased
474
H
HoyleCohen
California
$14M -$30.5K 2 2.83% Reduced
475
Central Trust Company
Central Trust Company
Missouri
$14M -$197K 6 0.9% Reduced