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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
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16.5M -$445K 1 1.57% Reduced
477
GGI
Godsey & Gibb Inc
Virginia
$16.4M +$194K 1 2.62% Increased
478
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$16.3M -$8.7M 2 0.23% Reduced
479
SIM
Sentry Investment Management
Wisconsin
$16.2M +$60.9K 4 0.98% Increased
480
FCI
Financial Counselors Inc
Kansas
$16M +$594K 2 0.7% Increased
481
Evercore Wealth Management
Evercore Wealth Management
New York
$15.8M +$212K 2 0.51% Increased
482
William Blair & Company
William Blair & Company
Illinois
$15.8M +$269K 3 0.1% Increased
483
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$15.8M +$539K 1 2.65% Increased
484
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M -$98.5K 3 0.23% Reduced
485
CNBT
Canandaigua National Bank & Trust
New York
$15.4M -$783K 3 2.74% Reduced
486
FBA
Front Barnett Associates
Illinois
$15.4M +$334K 2 2.31% Increased
487
WesBanco Bank
WesBanco Bank
West Virginia
$15.1M -$1.2M 1 0.75% Reduced
488
Verition Fund Management
Verition Fund Management
Connecticut
$15.1M +$345K 5 0.54% Increased
489
PAS
Professional Advisory Services
Florida
$15.1M -$466K 1 2.97% Reduced
490
SEC
Seven Eight Capital
New York
$15M +$10.9M 4 0.91% Increased
491
ICP
Ironvine Capital Partners
Nebraska
$14.8M +$431K 2 3.03% Increased
492
Seizert Capital Partners
Seizert Capital Partners
Michigan
$14.8M -$9.53M 1 0.55% Reduced
493
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$14.8M -$600K 1 0.62% Reduced
494
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$14.7M +$4.05M 3 0.21% Increased
495
RIG
Roosevelt Investment Group
New York
$14.7M -$45.3K 2 1.34% Reduced
496
SCA
Stillwater Capital Advisors
Pennsylvania
$14.6M +$131K 1 3.03% Increased
497
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$14.5M -$335K 1 1.02% Reduced
498
Ninety One (UK)
Ninety One (UK)
United Kingdom
$14.5M +$6.17M 1 0.05% Increased
499
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$14.4M -$208K 6 0.69% Reduced
500
SCM
SG Capital Management
Illinois
$14.4M +$1.05M 1 3.54% Increased