← 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
ETrade Capital Management
ETrade Capital Management
Virginia
$11.8M +$2.76M 4 0.25% Increased
502
SIM
Sprucegrove Investment Management
Ontario, Canada
$11.8M -$15.8M 1 0.81% Reduced
503
AP
Archon Partners
New Jersey
$11.7M $0 1 2.13% Maintained
504
HI
Hendershot Investments
Virginia
$11.6M +$4.15M 2 3.66% Increased
505
EP
Edgestream Partners
New Jersey
$11.6M +$6.34M 2 0.61% Increased
506
AMG National Trust Bank
AMG National Trust Bank
Colorado
$11.6M +$5.48M 3 0.51% Increased
507
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$11.6M +$2.84M 4 0.15% Increased
508
Amalgamated Bank
Amalgamated Bank
New York
$11.6M -$16.3M 7 0.53% Reduced
509
SM
Soapstone Management
Maryland
$11.5M +$159K 1 6.62% Increased
510
NPF
Norris Perne & French
Michigan
$11.5M +$2.27M 3 1.4% Increased
511
HCMT
Highland Capital Management (Tennessee)
Tennessee
$11.5M -$1.07M 3 0.9% Reduced
512
AE Wealth Management
AE Wealth Management
Kansas
$11.4M +$3.03M 3 0.18% Increased
513
Chilton Capital Management
Chilton Capital Management
Texas
$11.4M -$6.23K 1 0.97% Reduced
514
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$11.4M +$826K 2 0.23% Increased
515
KAS
Kemnay Advisory Services
New York
$11.4M +$11.5M 1 1.68% New
516
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$11.3M -$25.9M 1 0.08% Reduced
517
Alyeska Investment Group
Alyeska Investment Group
Illinois
$11.3M -$67.9M 1 0.17% Reduced
518
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$11.2M +$5.19M 5 0.16% Increased
519
GW & Wade
GW & Wade
Massachusetts
$11.2M -$437K 2 0.92% Reduced
520
New Mountain Vantage Advisers
New Mountain Vantage Advisers
New York
$11.1M +$12.3M 1 0.53% New
521
BCM
BTR Capital Management
California
$11.1M +$3.47M 1 2.09% Increased
522
Atria Investments
Atria Investments
North Carolina
$11.1M +$11.6M 3 0.38% New
523
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11M +$1.89M 1 0.13% Increased
524
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$11M -$614K 1 0.63% Reduced
525
Railway Pension Investments
Railway Pension Investments
United Kingdom
$11M -$127K 2 0.12% Reduced