← 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
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$18.5M -$231K 1 0.37% Reduced
452
FBA
Front Barnett Associates
Illinois
$18.5M +$871 2 1.73% Increased
453
AO
Advisor OS
Illinois
$18.4M -$33.8K 2 3.76% Reduced
454
CA
CapWealth Advisors
Tennessee
$18.1M +$198K 1 1.84% Increased
455
TC
TownSquare Capital
Utah
$18.1M +$2.29M 2 0.45% Increased
456
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$18M +$12.4M 2 1.02% Increased
457
Winton Group
Winton Group
United Kingdom
$17.9M +$15M 2 1.09% Increased
458
Washington Trust
Washington Trust
Rhode Island
$17.9M -$530K 3 0.67% Reduced
459
GW & Wade
GW & Wade
Massachusetts
$17.7M +$114K 2 0.77% Increased
460
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$17.6M -$351K 3 0.29% Reduced
461
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$17.5M +$3.74M 3 0.23% Increased
462
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$17.5M +$140K 4 0.24% Increased
463
CC
Cypress Capital
Tennessee
$17.5M +$262K 2 1.99% Increased
464
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$17.2M -$9.51M 2 1.22% Reduced
465
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$17.2M -$40.6M 1 0.25% Reduced
466
SCA
Stillwater Capital Advisors
Pennsylvania
$17.2M -$232K 1 2.61% Reduced
467
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$17.1M +$280K 3 0.6% Increased
468
HR
Howe & Rusling
New York
$17.1M +$1.17M 3 2% Increased
469
First Merchants Corp
First Merchants Corp
Indiana
$17M +$32.3K 2 1.31% Increased
470
BRWA
B. Riley Wealth Advisors
Florida
$17M -$299K 4 0.49% Reduced
471
First Horizon Advisors
First Horizon Advisors
Tennessee
$16.9M -$796K 7 0.51% Reduced
472
DIA
Davidson Investment Advisors
Montana
$16.9M +$151K 1 1.21% Increased
473
JA
JLB & Associates
Michigan
$16.8M -$543K 2 2.39% Reduced
474
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$16.8M +$452K 8 0.26% Increased
475
CIS
Connors Investor Services
Pennsylvania
$16.8M +$167K 1 1.65% Increased