← 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
FBA
Front Barnett Associates
Illinois
$18.3M +$110K 2 1.87% Increased
452
Cresset Asset Management
Cresset Asset Management
Illinois
$18.3M +$15.9M 4 0.26% Increased
453
MKC
M. Kraus & Co
Vermont
$18.3M -$151K 2 6.59% Reduced
454
Washington Trust
Washington Trust
Rhode Island
$18.2M +$491K 4 0.51% Increased
455
Cetera Advisor Networks
Cetera Advisor Networks
California
$18.1M +$5.96M 3 0.26% Increased
456
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$18.1M +$3.09M 5 0.29% Increased
457
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$18M +$34.3K 4 0.59% Increased
458
CDH
Charles D. Hyman
$18M -$123K 3 1.26% Reduced
459
DZ Bank
DZ Bank
Germany
$18M -$590K 1 0.03% Reduced
460
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.9M -$96.5M 1 0.04% Reduced
461
Sit Investment Associates
Sit Investment Associates
Minnesota
$17.9M -$94.2K 4 0.44% Reduced
462
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$17.8M +$18.7M 1 1.31% New
463
AO
Advisor OS
Illinois
$17.4M +$354K 2 3.61% Increased
464
SCA
Stillwater Capital Advisors
Pennsylvania
$17.3M -$45.6K 1 2.87% Reduced
465
SG Americas Securities
SG Americas Securities
New York
$17.3M -$32.8M 7 0.08% Reduced
466
JA
JLB & Associates
Michigan
$17.3M -$319K 2 2.69% Reduced
467
GW & Wade
GW & Wade
Massachusetts
$17.3M +$343K 2 0.83% Increased
468
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$17.3M +$628K 1 1.74% Increased
469
HFS
Haverford Financial Services
Pennsylvania
$17.2M -$16.4K 1 4.21% Reduced
470
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$17.2M +$1.3M 5 0.59% Increased
471
First Merchants Corp
First Merchants Corp
Indiana
$17.2M -$328K 2 1.12% Reduced
472
FTCM
Fir Tree Capital Management
New York
$17.1M -$80.8M 1 0.64% Reduced
473
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$17.1M +$1.71M 4 0.94% Increased
474
Nicholas Company
Nicholas Company
Wisconsin
$17M $0 1 0.3% Maintained
475
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$17M -$1.08M 4 0.23% Reduced