← 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
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$14M +$599K 1 0.82% Increased
477
Capital Guardian Trust
Capital Guardian Trust
California
$13.9M +$8.29M 1 0.2% Increased
478
MC
Middleton & Co
Massachusetts
$13.9M -$63.2K 2 2.33% Reduced
479
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$13.8M -$3.71M 4 0.31% Reduced
480
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$13.8M +$547K 2 0.88% Increased
481
FBA
Front Barnett Associates
Illinois
$13.6M -$243K 1 2.26% Reduced
482
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$13.6M -$412K 7 0.62% Reduced
483
BIAS
Beacon Investment Advisory Services
New Jersey
$13.6M -$2.61M 2 1.44% Reduced
484
CNBT
Canandaigua National Bank & Trust
New York
$13.6M -$68.7K 2 2.45% Reduced
485
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$13.5M +$2.29M 4 0.16% Increased
486
Daiwa Securities Group
Daiwa Securities Group
Japan
$13.5M +$6.47M 3 0.1% Increased
487
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$13.5M +$3.58M 5 1.03% Increased
488
NP
NS Partners
United Kingdom
$13.4M +$153K 1 1.48% Increased
489
WC
Walthausen & Co
New York
$13.4M -$121K 1 1.26% Reduced
490
MI
Markston International
New York
$13.3M -$940K 3 1.38% Reduced
491
SCA
Stillwater Capital Advisors
Pennsylvania
$13.3M +$53.1K 1 3.12% Increased
492
TCM
Tufton Capital Management
Maryland
$13.1M -$169K 2 2.52% Reduced
493
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$13.1M +$2.66M 1 1.85% Increased
494
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$12.9M -$354K 1 0.4% Reduced
495
UMA
USA Mutuals Advisors
Texas
$12.9M $0 2 7.01% Maintained
496
RT
Rockland Trust
Massachusetts
$12.9M +$102K 2 1.66% Increased
497
Private Advisor Group
Private Advisor Group
New Jersey
$12.9M -$3.55M 3 0.54% Reduced
498
MAP
Managed Asset Portfolios
Michigan
$12.8M +$37.3K 1 4.06% Increased
499
PCM
Penn Capital Management
Pennsylvania
$12.6M +$3.32M 1 0.88% Increased
500
Jones Financial Companies
Jones Financial Companies
Missouri
$12.6M -$473K 1 0.03% Reduced