← 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	MCM Murphy Capital Management Bedminster, New Jersey	$12M	-$340K	2	1.8%	Reduced
477	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12M	+$238K	6	0.57%	Increased
478	TAM Taurus Asset Management New York	$12M	-$33.2K	1	2.18%	Reduced
479	AMI Amica Mutual Insurance Providence, Rhode Island	$11.9M	$0	3	1.03%	Maintained
480	TH Timber Hill Greenwich, Connecticut	$11.9M	+$7.73M	2	0.05%	Increased
481	FIM FourPoints Investment Managers Paris, France	$11.8M	+$1.59M	1	2.7%	Increased
482	First Allied Advisory Services San Diego, California	$11.7M	+$7.11M	5	0.52%	Increased
483	PAM Private Asset Management San Diego, California	$11.6M	-$163K	1	1.95%	Reduced
484	NIMI Natixis Investment Managers International Paris, France	$11.6M	+$1.57M	2	1.43%	Increased
485	BCM BTR Capital Management Oakland, California	$11.6M	+$630K	1	2.72%	Increased
486	Jones Financial Companies Des Peres, Missouri	$11.5M	+$10.3K	1	0.07%	Increased
487	HCMNY Howard Capital Management (New York) New York	$11.5M	-$28.5K	1	2.19%	Reduced
488	BAC Boys Arnold & Co Asheville, North Carolina	$11.4M	-$193K	1	2.22%	Reduced
489	Manning & Napier Advisors Fairport, New York	$11.4M	+$12M	1	0.05%	New
490	MC Middleton & Co Boston, Massachusetts	$11.4M	-$116K	2	2.46%	Reduced
491	WDA Wendell David Associates Portsmouth, New Hampshire	$11.3M	+$9.32K	2	2.18%	Increased
492	ECM Estabrook Capital Management New York	$11.2M	-$768K	3	1.39%	Reduced
493	RW Rand Wealth Baltimore, Maryland	$11.2M	-$30.2K	1	1.52%	Reduced
494	CONA Capital One National Association New York	$11.2M	+$1.42M	5	1%	Increased
495	ZWJ Investment Counsel Atlanta, Georgia	$11M	+$275K	1	1.15%	Increased
496	NB NBT Bank Norwich, New York	$11M	-$195K	1	1.79%	Reduced
497	BOTW Bank of the West Monterey Park, California	$11M	-$16.4K	1	1.57%	Reduced
498	SL Summitry LLC Foster City, California	$10.9M	+$45.1K	1	1.25%	Increased
499	BAM Barrett Asset Management New York	$10.9M	+$468K	2	0.9%	Increased
500	DA Denali Advisors San Diego, California	$10.9M	+$2.99M	2	2.36%	Increased