← 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
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$14.1M -$13.6M 3 0.29% Reduced
477
CA
CapWealth Advisors
Tennessee
$14M +$2.45M 1 1.67% Increased
478
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$14M -$1.71M 2 0.96% Reduced
479
Gotham Asset Management
Gotham Asset Management
New York
$13.8M +$8.96M 4 0.46% Increased
480
FBA
Front Barnett Associates
Illinois
$13.6M +$1.09M 2 1.62% Increased
481
Engineers Gate Manager
Engineers Gate Manager
New York
$13.6M -$13.5M 6 0.59% Reduced
482
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$13.4M +$353K 1 1.54% Increased
483
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$13.3M -$1.55M 6 0.38% Reduced
484
CA
Cullinan Associates
Kentucky
$13.3M +$2.83M 2 0.8% Increased
485
PP
Patten & Patten
Tennessee
$13.3M -$1.39M 3 1.16% Reduced
486
LBC
Lowe Brockenbrough & Co
Virginia
$13.3M +$1.65M 3 1.44% Increased
487
Raymond James Trust
Raymond James Trust
Florida
$13.2M +$84.4K 4 0.51% Increased
488
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$13.2M -$496K 5 0.56% Reduced
489
DIA
Davidson Investment Advisors
Montana
$13.2M +$3.13M 1 1.22% Increased
490
PDM
Penn Davis McFarland
Texas
$13.2M +$7.27M 1 2.84% Increased
491
KAS
Kemnay Advisory Services
New York
$13.2M $0 1 1.67% Maintained
492
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$13.1M +$11.7M 2 0.65% Increased
493
GW & Wade
GW & Wade
Massachusetts
$13.1M +$77.5K 2 0.79% Increased
494
Artemis Investment Management
Artemis Investment Management
United Kingdom
$13M -$1.21M 1 0.14% Reduced
495
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$12.9M -$17.5K 5 0.17% Reduced
496
Washington Trust
Washington Trust
Rhode Island
$12.9M +$63.8K 4 0.42% Increased
497
Amalgamated Bank
Amalgamated Bank
New York
$12.9M -$91.4K 7 0.49% Reduced
498
BCM
BTR Capital Management
California
$12.9M -$107K 1 2.02% Reduced
499
ING Group
ING Group
Netherlands
$12.9M +$8.01M 3 0.29% Increased
500
Sit Investment Associates
Sit Investment Associates
Minnesota
$12.9M -$1.53M 4 0.35% Reduced