← 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	WC Woodstock Corp Boston, Massachusetts	$14.9M	+$713K	1	1.55%	Increased
527	SAM Securian Asset Management St Paul, Minnesota	$14.9M	-$1.69M	5	0.44%	Reduced
528	Wealthfront Advisers Palo Alto, California	$14.9M	+$237K	3	0.05%	Increased
529	New Mexico Educational Retirement Board Santa Fe, New Mexico	$14.9M	-$517K	5	0.53%	Reduced
530	Kodai Capital Management Chicago, Illinois	$14.9M	-$1.18M	1	0.35%	Reduced
531	Synovus Financial Columbus, Georgia	$14.8M	+$334K	3	0.19%	Increased
532	TS Tamar Securities Woodland Hills, California	$14.8M	-$230K	1	2.49%	Reduced
533	Credit Agricole Montrouge Cedex, France	$14.7M	+$6.81M	3	0.16%	Increased
534	BBI Baxter Bros Inc Riverside, Connecticut	$14.7M	+$1.11M	2	1.88%	Increased
535	First National Trust Hermitage, Pennsylvania	$14.6M	-$6.88M	3	0.59%	Reduced
536	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$14.6M	-$1.77M	2	1.49%	Reduced
537	JA JLB & Associates Plymouth, Michigan	$14.6M	+$220K	1	1.94%	Increased
538	WCM Windward Capital Management Los Angeles, California	$14.5M	-$138K	1	1.21%	Reduced
539	Savant Capital Rockford, Illinois	$14.5M	-$377K	4	0.17%	Reduced
540	FSA Franklin Street Advisors Chapel Hill, North Carolina	$14.4M	+$7.83M	2	1.07%	Increased
541	Vestcor Inc Fredericton, New Brunswick, Canada	$14.4M	+$6.43M	5	0.49%	Increased
542	BL BFSG LLC Irvine, California	$14.4M	+$4.61M	4	1.89%	Increased
543	ArrowMark Colorado Holdings Denver, Colorado	$14.3M	-$6.3M	2	0.16%	Reduced
544	FVCM F&V Capital Management Boca Raton, Florida	$14.3M	+$311K	1	4.22%	Increased
545	KBC Group Brussels, Belgium	$14.3M	+$814K	5	0.05%	Increased
546	RCYC Richard C. Young & Co Newport, Rhode Island	$14.3M	+$95.6K	1	1.79%	Increased
547	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$14.2M	+$271K	1	0.81%	Increased
548	VAS Valicenti Advisory Services Elmira, New York	$14.1M	+$697K	2	3.93%	Increased
549	Intact Investment Management Montreal, Quebec, Canada	$14.1M	-$429K	2	0.56%	Reduced
550	CB Cadence Bank Tupelo, Mississippi	$14.1M	+$181K	1	1.03%	Increased