← 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
501
William Blair & Company
William Blair & Company
Illinois
$9.89M -$28.3K 4 0.09% Reduced
502
RW
Rand Wealth
Maryland
$9.84M -$1.26M 1 1.39% Reduced
503
BOTW
Bank of the West
California
$9.82M +$231K 2 1.37% Increased
504
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$9.77M +$738K 8 0.18% Increased
505
ECM
Estabrook Capital Management
New York
$9.71M -$420K 3 1.4% Reduced
506
QCMC
Quantum Capital Management (California)
California
$9.69M +$8.01M 2 1.26% Increased
507
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$9.6M -$24.8K 1 1.05% Reduced
508
FM
Foster & Motley
Ohio
$9.56M -$277K 2 2.03% Reduced
509
SIM
Sentry Investment Management
Wisconsin
$9.56M +$883K 3 0.44% Increased
510
Cohen & Steers
Cohen & Steers
New York
$9.49M +$1.11M 1 0.03% Increased
511
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$9.46M +$818K 3 0.7% Increased
512
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$9.45M -$10.6M 5 0.14% Reduced
513
DCCA
D.C. Capital Advisors
New York
$9.44M +$2.75M 1 6.44% Increased
514
Citizens Financial Group
Citizens Financial Group
Rhode Island
$9.32M +$8.73M 5 0.89% New
515
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$9.3M +$200K 2 0.09% Increased
516
Veritable
Veritable
Delaware
$9.28M +$502K 2 0.25% Increased
517
DnB Asset Management
DnB Asset Management
Norway
$9.23M -$28.9K 1 0.2% Reduced
518
WIC
Willis Investment Counsel
Georgia
$9.19M $0 1 0.84% Maintained
519
LDB
Lee, Danner & Bass
Tennessee
$9.16M -$182K 1 1.2% Reduced
520
Manning & Napier Advisors
Manning & Napier Advisors
New York
$9.16M -$481K 1 0.05% Reduced
521
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$9.13M -$368K 1 0.65% Reduced
522
Raymond James Trust
Raymond James Trust
Florida
$9.1M +$525K 3 0.84% Increased
523
RAM
RK Asset Management
Michigan
$9.09M -$80K 1 7.78% Reduced
524
RT
Rockland Trust
Massachusetts
$9.03M +$265K 1 1.59% Increased
525
JA
JLB & Associates
Michigan
$9.01M +$205K 2 2.78% Increased