← 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	SSB Sandy Spring Bank Olney, Maryland	$18.7M	+$700K	5	1.06%	Increased
452	SCM SKBA Capital Management San Francisco, California	$18.7M	-$49.3K	1	3.48%	Reduced
453	Assenagon Asset Management Senningerberg, Luxembourg	$18.7M	-$85.3M	4	0.07%	Reduced
454	MC Moors & Cabot Boston, Massachusetts	$18.6M	-$106K	5	1.28%	Reduced
455	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$18.6M	-$616K	3	1.38%	Reduced
456	Busey Bank Urbana, Illinois	$18.6M	-$74.4K	3	0.79%	Reduced
457	MKC M. Kraus & Co Shelburne, Vermont	$18.6M	+$98.9K	2	6.55%	Increased
458	Brookfield Corp Toronto, Ontario, Canada	$18.5M	-$19.9M	3	0.07%	Reduced
459	Bartlett & Co Wealth Management Cincinnati, Ohio	$18.5M	-$4.38M	5	0.36%	Reduced
460	Bartlett & Co Cincinnati, Ohio	$18.5M	-$4.38M	5	0.36%	Reduced
461	CIS Connors Investor Services Wyomissing, Pennsylvania	$18.5M	+$278K	1	2.17%	Increased
462	CK Cohen Klingenstein New York	$18.4M	-$166K	2	0.86%	Reduced
463	CA Cullinan Associates Louisville, Kentucky	$18.3M	+$2.31M	2	1.07%	Increased
464	ATI Act Two Investors Santa Cruz, California	$18.3M	+$14M	1	7.29%	Increased
465	Shelton Capital Management Denver, Colorado	$18.3M	+$13M	5	0.76%	Increased
466	PR Payden & Rygel Los Angeles, California	$18.3M	+$5.65M	1	1.08%	Increased
467	JB Capital Wethersfield, Connecticut	$18.2M	+$608K	2	1.66%	Increased
468	ECG Edge Capital Group Atlanta, Georgia	$18.2M	+$1.26M	2	1.12%	Increased
469	SCA Stillwater Capital Advisors Devon, Pennsylvania	$18M	-$391K	1	3.5%	Reduced
470	Cetera Advisors Denver, Colorado	$17.9M	+$1.74M	4	0.3%	Increased
471	U.S. Capital Wealth Advisors Austin, Texas	$17.8M	+$111K	4	0.83%	Increased
472	Capital Analysts LLC Fort Washington, Pennsylvania	$17.8M	+$440K	3	1.02%	Increased
473	South Dakota Investment Council Sioux Falls, South Dakota	$17.8M	-$371K	3	0.38%	Reduced
474	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$17.8M	-$98.5K	1	6.72%	Reduced
475	LG LaFleur & Godfrey Grand Rapids, Michigan	$17.7M	-$214K	2	2.9%	Reduced