← 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
526	GJIC Gamble Jones Investment Counsel Pasadena, California	$11.8M	+$850K	2	0.8%	Increased
527	CCM Crossvault Capital Management San Antonio, Texas	$11.8M	-$1.43M	3	4.38%	Reduced
528	AP Archon Partners Princeton Junction, New Jersey	$11.7M	$0	1	1.57%	Maintained
529	Walleye Trading New York	$11.7M	+$8.68M	4	0.05%	Increased
530	Atria Investments Charlotte, North Carolina	$11.6M	+$1.57M	3	0.28%	Increased
531	Heritage Wealth Advisors Richmond, Virginia	$11.5M	+$1.08M	4	0.72%	Increased
532	FBP Flippin Bruce & Porter Lynchburg, Virginia	$11.4M	-$219K	1	2.27%	Reduced
533	Mirae Asset Global Investments Seoul, South Korea	$11.4M	+$3.95M	3	0.04%	Increased
534	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$11.3M	-$2.45M	4	0.13%	Reduced
535	DAM Deltec Asset Management New York	$11M	-$2.87M	2	1.69%	Reduced
536	Clal Insurance Tel-Aviv, Israel	$11M	$0	1	0.15%	Maintained
537	WC Woodstock Corp Boston, Massachusetts	$11M	+$91.2K	1	1.48%	Increased
538	Bridgeway Capital Management Houston, Texas	$11M	-$1.12M	2	0.23%	Reduced
539	RIA RPG Investment Advisory Pleasanton, California	$11M	+$4.16M	3	2.22%	Increased
540	GECH Garnet Equity Capital Holdings New York	$11M	-$1.86M	1	3.23%	Reduced
541	MCM Mattern Capital Management Lakewood, Colorado	$11M	+$264K	2	2.6%	Increased
542	BHMP Bardin Hill Management Partners New York	$10.9M	+$8.3M	1	2.28%	New
543	VAS Valicenti Advisory Services Elmira, New York	$10.9M	+$1.18M	2	3.53%	Increased
544	WCM Windward Capital Management Los Angeles, California	$10.8M	-$956K	1	1.09%	Reduced
545	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$10.8M	+$90.1K	1	1.47%	Increased
546	TNB Thomasville National Bank Thomasville, Georgia	$10.7M	+$148K	1	1.41%	Increased
547	BIA Barry Investment Advisors New Bedford, Massachusetts	$10.7M	+$129K	1	3.17%	Increased
548	Jones Financial Companies Des Peres, Missouri	$10.6M	+$343K	4	0.02%	Increased
549	Scotia Capital Toronto, Ontario, Canada	$10.6M	-$442K	3	0.1%	Reduced
550	CC Carlson Capital Dallas, Texas	$10.6M	+$8.04M	1	0.38%	New