← 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
476	Salem Investment Counselors Winston Salem, North Carolina	$9.6M	+$9.7M	1	1.39%	New
477	Silvercrest Asset Management New York	$9.55M	+$9.61M	2	0.2%	New
478	William Blair & Company Chicago, Illinois	$9.53M	+$9.46M	3	0.02%	New
479	ZIG Zuckerman Investment Group Chicago, Illinois	$9.51M	+$9.18M	1	2.48%	New
480	CCT Chemung Canal Trust Elmira, New York	$9.49M	+$9.59M	1	2.11%	New
481	BPB Badgley, Phelps & Bell Seattle, Washington	$9.46M	+$9.56M	1	1.11%	New
482	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$9.39M	+$9.49M	1	0.89%	New
483	CTA Chesley Taft & Associates Chicago, Illinois	$9.38M	+$9.48M	1	1.09%	New
484	MCM Murphy Capital Management Bedminster, New Jersey	$9.31M	+$9.4M	2	1.9%	New
485	CAMI Concord Asset Management (Illinois) Chicago, Illinois	$9.31M	+$9.41M	1	3.86%	New
486	TCOV Trust Company of Vermont Brattleboro, Vermont	$9.26M	+$9.35M	2	1.81%	New
487	PAM Private Asset Management San Diego, California	$9.21M	+$9.31M	1	1.76%	New
488	Whittier Trust South Pasadena, California	$9.14M	+$9.2M	3	0.51%	New
489	BP Banyan Partners Palm Beach Gardens, Florida	$9.13M	+$9.23M	1	1.8%	New
490	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$9.13M	+$9.22M	1	2.61%	New
491	Wolverine Asset Management Chicago, Illinois	$9.12M	+$9.22M	2	0.23%	New
492	TCM Twin Capital Management Mcmurray, Pennsylvania	$9M	+$8.85M	2	0.96%	New
493	OPCM Osborne Partners Capital Management San Francisco, California	$8.9M	+$9M	1	1.27%	New
494	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$8.85M	+$9.33M	1	2.43%	New
495	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$8.81M	+$8.84M	2	2.35%	New
496	HCMNY Howard Capital Management (New York) New York	$8.77M	+$8.86M	1	2.29%	New
497	Fidelity International Hamilton, Bermuda	$8.74M	+$8.83M	1	0.05%	New
498	Oppenheimer & Co New York	$8.72M	+$8.56M	5	0.34%	New
499	CI Cooper Investors Melbourne, Victoria, Australia	$8.65M	+$8.74M	1	4.42%	New
500	JAFL Jay A. Fishman Ltd Troy, Michigan	$8.61M	+$8.7M	1	2.24%	New