← 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
551	BST Bath Savings Trust Bath, Maine	$8.24M	+$253K	1	3.6%	Increased
552	PAM Palisade Asset Management Minneapolis, Minnesota	$8.22M	+$98.7K	1	2.09%	Increased
553	Busey Bank Urbana, Illinois	$8.13M	-$168K	1	1.34%	Reduced
554	GCP GSA Capital Partners London, United Kingdom	$8.13M	+$4.15M	5	0.64%	Increased
555	PIM Penobscot Investment Management Boston, Massachusetts	$8.12M	+$159K	3	3.19%	Increased
556	WMC Westwood Management Corporation Chicago, Illinois	$8.12M	+$395K	1	1.55%	Increased
557	WAM Wallington Asset Management Indianapolis, Indiana	$8.12M	+$6.22K	1	3.34%	Increased
558	RFA Reilly Financial Advisors La Mesa, California	$8.11M	+$265K	2	2.25%	Increased
559	Cohen & Steers New York	$8.08M	-$624K	1	0.03%	Reduced
560	CCM Cupps Capital Management Chicago, Illinois	$8M	+$2.24M	1	0.52%	Increased
561	ST Stifel Trust St. Louis, Missouri	$8M	-$270K	3	1.59%	Reduced
562	Jane Street New York	$7.99M	+$5.96M	5	0.1%	Increased
563	SLF Sun Life Financial Toronto, Ontario, Canada	$7.96M	-$449K	1	0.71%	Reduced
564	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$7.93M	-$6.15K	1	1.94%	Reduced
565	Central Trust Company Jefferson City, Missouri	$7.87M	+$131K	5	0.71%	Increased
566	Kornitzer Capital Management Shawnee Mission, Kansas	$7.8M	-$72.3K	1	0.09%	Reduced
567	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$7.75M	-$228K	1	1.71%	Reduced
568	PP Prospector Partners Guilford, Connecticut	$7.72M	+$906K	1	0.35%	Increased
569	Sterling Capital Management Charlotte, North Carolina	$7.71M	+$4.67M	4	0.09%	Increased
570	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$7.7M	-$25.9K	1	1.1%	Reduced
571	YIA YHB Investment Advisors West Hartford, Connecticut	$7.67M	-$103K	1	2.27%	Reduced
572	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$7.65M	-$598K	2	0.4%	Reduced
573	NRS Neville Rodie & Shaw New York	$7.63M	-$103K	1	0.89%	Reduced
574	CPM Chesapeake Partners Management Baltimore, Maryland	$7.59M	+$7.77M	1	0.36%	New
575	GJIC Gamble Jones Investment Counsel Pasadena, California	$7.59M	-$84.1K	2	0.97%	Reduced