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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
First Horizon Advisors
First Horizon Advisors
Tennessee
$14.2M +$80.8K 5 0.47% Increased
502
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$14.1M $0 5 0.54% Maintained
503
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$14.1M +$13.4M 3 0.52% New
504
ELC
Edgar Lomax Company
Virginia
$14.1M -$563K 1 0.92% Reduced
505
RCYC
Richard C. Young & Co
Rhode Island
$14M +$12.5M 1 1.88% New
506
JA
JLB & Associates
Michigan
$14M -$78.3K 1 2.02% Reduced
507
Stonegate Investment Group
Stonegate Investment Group
Alabama
$13.9M -$1.16M 3 0.46% Reduced
508
GAI
General American Investors
New York
$13.9M $0 1 1.1% Maintained
509
RCM
Rings Capital Management
Illinois
$13.9M +$13.1M 1 8.42% New
510
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$13.8M -$1.55M 3 0.39% Reduced
511
Vident Advisory
Vident Advisory
Georgia
$13.8M +$8.65M 5 0.35% Increased
512
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$13.8M -$664K 4 0.5% Reduced
513
GWM
GDS Wealth Management
Texas
$13.7M -$4.72M 1 1.84% Reduced
514
Engineers Gate Manager
Engineers Gate Manager
New York
$13.6M +$5.58M 2 0.39% Increased
515
MIM
Marco Investment Management
Georgia
$13.6M -$134K 3 1.4% Reduced
516
Wealthfront Advisers
Wealthfront Advisers
California
$13.6M +$5.3M 3 0.05% Increased
517
KCM
Kanawha Capital Management
Virginia
$13.6M -$176K 3 1.25% Reduced
518
BRWA
B. Riley Wealth Advisors
Florida
$13.5M -$4.16M 4 0.36% Reduced
519
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$13.5M +$3.77M 1 1.48% Increased
520
HFS
Haverford Financial Services
Pennsylvania
$13.4M +$45.3K 1 4.03% Increased
521
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$13.4M +$1.61M 4 0.26% Increased
522
Federated Hermes
Federated Hermes
Pennsylvania
$13.3M +$714K 6 0.03% Increased
523
Capital Investment Advisors
Capital Investment Advisors
Georgia
$13.3M -$329K 3 0.33% Reduced
524
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.3M +$91.7K 1 0.05% Increased
525
IGGA
Iron Gate Global Advisors
Utah
$13.2M +$216K 1 2.61% Increased