← 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
ECM
Estabrook Capital Management
New York
$12.5M -$727K 3 1.46% Reduced
477
AMI
Amica Mutual Insurance
Rhode Island
$12.5M +$1.89M 3 1.02% Increased
478
BT
Beacon Trust
New Jersey
$12.5M -$154K 2 1.9% Reduced
479
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$12.4M -$798K 6 0.59% Reduced
480
PAM
Private Asset Management
California
$12.4M +$218K 2 2.03% Increased
481
Allstate Corporation
Allstate Corporation
Illinois
$12.4M +$2.93M 2 1.04% Increased
482
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.4M +$6.81M 2 0.13% Increased
483
Intact Investment Management
Intact Investment Management
Quebec, Canada
$12.3M -$3.7M 2 0.5% Reduced
484
Veritable
Veritable
Delaware
$12.3M +$85.1K 3 0.26% Increased
485
BAC
Boys Arnold & Co
North Carolina
$12.2M -$98.2K 1 2.33% Reduced
486
HCMNY
Howard Capital Management (New York)
New York
$12.2M +$14.3K 1 2.35% Increased
487
Jones Financial Companies
Jones Financial Companies
Missouri
$12.2M -$192K 1 0.08% Reduced
488
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$12.1M -$2.08M 1 1.11% Reduced
489
ICM
ICC Capital Management
Florida
$12.1M +$6.57M 2 1.6% Increased
490
MC
Middleton & Co
Massachusetts
$12.1M -$4.63K 2 2.64% Reduced
491
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$12.1M -$2.33M 2 2.08% Reduced
492
RW
Rand Wealth
Maryland
$11.9M -$13.3K 1 1.6% Reduced
493
WDA
Wendell David Associates
New Hampshire
$11.8M +$107K 2 2.28% Increased
494
HJMC
Hellman Jordan Management Company
Massachusetts
$11.8M -$132K 1 2.15% Reduced
495
NB
NBT Bank
New York
$11.8M -$257K 1 1.88% Reduced
496
William Blair & Company
William Blair & Company
Illinois
$11.8M -$114K 3 0.02% Reduced
497
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$11.7M -$3.37M 6 0.57% Reduced
498
BAM
Baring Asset Management
United Kingdom
$11.7M -$3.44M 1 0.92% Reduced
499
Barings
Barings
North Carolina
$11.6M -$2.33M 4 0.27% Reduced
500
DnB Asset Management
DnB Asset Management
Norway
$11.6M +$142K 1 0.26% Increased