← 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	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$12.6M	+$883K	1	2.39%	Increased
502	CCM Cadence Capital Management Boston, Massachusetts	$12.5M	-$793K	2	0.8%	Reduced
503	MML Investors Services Springfield, Massachusetts	$12.5M	-$268K	3	0.24%	Reduced
504	Raymond James Trust St. Petersburg, Florida	$12.4M	+$175K	3	0.84%	Increased
505	CIS Connors Investor Services Wyomissing, Pennsylvania	$12.4M	+$315K	1	1.79%	Increased
506	Eastern Bank Boston, Massachusetts	$12.4M	+$11.8M	2	0.83%	Increased
507	Guinness Asset Management London, United Kingdom	$12.4M	$0	1	2.6%	Maintained
508	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$12.3M	-$2.35K	1	1.32%	Reduced
509	LDB Lee, Danner & Bass Nashville, Tennessee	$12.3M	+$7.21K	1	1.25%	Increased
510	NIMI Natixis Investment Managers International Paris, France	$12.2M	-$1.8M	1	1.36%	Reduced
511	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$12.2M	+$633K	7	0.08%	Increased
512	LSA L & S Advisors Los Angeles, California	$12.1M	-$166K	2	1.86%	Reduced
513	Clal Insurance Tel-Aviv, Israel	$12M	$0	1	0.32%	Maintained
514	FCI Financial Counselors Inc Overland Park, Kansas	$12M	-$1.02M	2	0.55%	Reduced
515	Reinhart Partners Mequon, Wisconsin	$12M	+$9.89M	1	1.19%	Increased
516	Kennedy Capital Management St Louis, Missouri	$12M	-$4.15M	2	0.21%	Reduced
517	Veritable Wilmington, Delaware	$11.9M	-$441K	3	0.24%	Reduced
518	AP Archon Partners Princeton Junction, New Jersey	$11.9M	$0	1	2.6%	Maintained
519	TCM Twin Capital Management Mcmurray, Pennsylvania	$11.9M	-$1.8M	1	0.59%	Reduced
520	CA Cullinan Associates Louisville, Kentucky	$11.9M	-$678K	3	0.88%	Reduced
521	MCM Murphy Capital Management Bedminster, New Jersey	$11.9M	-$78.2K	2	1.63%	Reduced
522	DIA Davidson Investment Advisors Great Falls, Montana	$11.9M	+$2M	1	1.23%	Increased
523	GW & Wade Wellesley, Massachusetts	$11.9M	+$468K	1	1.36%	Increased
524	Two Sigma Advisers New York	$11.8M	-$45.9M	5	0.03%	Reduced
525	MPAM Monarch Partners Asset Management Boston, Massachusetts	$11.8M	+$953K	1	1.1%	Increased