← 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	CCT Chemung Canal Trust Elmira, New York	$10.2M	+$2.21M	1	2.42%	Increased
502	Manning & Napier Advisors Fairport, New York	$10.2M	-$207K	1	0.06%	Reduced
503	TCM Tufton Capital Management Hunt Valley, Maryland	$10.1M	+$565K	2	2.04%	Increased
504	CB Chemical Bank Detroit, Michigan	$10.1M	-$98.2K	1	1.36%	Reduced
505	RT Rockland Trust Hanover, Massachusetts	$10.1M	+$182K	1	1.75%	Increased
506	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.1M	+$315K	1	1.23%	Increased
507	Alyeska Investment Group Chicago, Illinois	$9.91M	+$5.47M	1	0.09%	Increased
508	First National Bank of Omaha Omaha, Nebraska	$9.88M	-$223K	1	0.72%	Reduced
509	Daiwa Securities Group Tokyo, Japan	$9.87M	-$1.09M	3	0.06%	Reduced
510	SCCM Schafer Cullen Capital Management New York	$9.85M	+$1.9M	2	0.12%	Increased
511	Numeric Investors Boston, Massachusetts	$9.79M	+$2.74M	3	0.09%	Increased
512	SIM Sentry Investment Management Stevens Point, Wisconsin	$9.78M	-$164K	3	0.43%	Reduced
513	BOTW Bank of the West Monterey Park, California	$9.78M	+$297K	2	1.35%	Increased
514	IEFM IQ EQ Fund Management Dublin 2, Ireland	$9.72M	-$59.5K	1	1.8%	Reduced
515	TH Timber Hill Greenwich, Connecticut	$9.71M	+$10.1M	1	0.05%	New
516	PTC Private Trust Company Cleveland, Ohio	$9.62M	-$636K	2	2.34%	Reduced
517	NIM NXG Investment Management Dallas, Texas	$9.61M	+$10.1M	1	0.31%	New
518	Veritable Wilmington, Delaware	$9.54M	+$205K	2	0.24%	Increased
519	FM Foster & Motley Cincinnati, Ohio	$9.37M	+$241K	2	1.81%	Increased
520	Commerzbank Aktiengesellschaft Frankfurt, Germany	$9.32M	-$3.15M	3	0.15%	Reduced
521	MAP Managed Asset Portfolios Rochester, Michigan	$9.3M	-$42.9K	1	3.92%	Reduced
522	LDB Lee, Danner & Bass Nashville, Tennessee	$9.19M	-$96.2K	1	1.12%	Reduced
523	Jefferies Group New York	$9.17M	+$2.64M	3	0.05%	Increased
524	MAM Marketfield Asset Management New York	$9.17M	-$5.22M	1	1.25%	Reduced
525	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$9.14M	+$264K	3	0.1%	Increased