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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
551
VV
Verity & Verity
South Carolina
$9.79M +$2.86M 1 2.33% Increased
552
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$9.74M -$1.64M 3 0.68% Reduced
553
Grimes & Company
Grimes & Company
Massachusetts
$9.73M +$8.37M 2 0.68% Increased
554
WBC
Westpac Banking Corp
Australia
$9.7M -$3.94M 2 0.14% Reduced
555
GJIC
Gamble Jones Investment Counsel
California
$9.69M +$728K 2 0.78% Increased
556
DAM
Deltec Asset Management
New York
$9.61M -$2.59M 2 2.01% Reduced
557
First Horizon Advisors
First Horizon Advisors
Tennessee
$9.59M +$766K 5 0.76% Increased
558
NIMI
Natixis Investment Managers International
France
$9.51M +$1.03M 1 3.84% Increased
559
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$9.49M +$502K 6 0.57% Increased
560
CNC
Canandaigua National Corp
New York
$9.36M +$9.74M 3 1.72% New
561
AL
Arnhold LLC
New York
$9.33M +$586K 1 1.48% Increased
562
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$9.33M -$5.45M 2 0.46% Reduced
563
UMA
USA Mutuals Advisors
Texas
$9.32M +$4.86M 2 14.72% Increased
564
PAI
Pittenger & Anderson Inc
Nebraska
$9.29M +$3.4M 2 0.65% Increased
565
TNB
Thomasville National Bank
Georgia
$9.28M +$8.52M 1 1.44% Increased
566
UIC
Uniplan Investment Counsel
Wisconsin
$9.27M -$1.66M 2 0.65% Reduced
567
Artemis Investment Management
Artemis Investment Management
United Kingdom
$9.27M -$2.13M 1 0.12% Reduced
568
WC
Woodstock Corp
Massachusetts
$9.26M +$1.26M 1 1.58% Increased
569
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$9.22M +$4.32M 3 0.8% Increased
570
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$9.21M -$20.6M 3 0.15% Reduced
571
Citizens Financial Group
Citizens Financial Group
Rhode Island
$9.19M -$199K 4 0.64% Reduced
572
RHJA
Rice Hall James & Associates
California
$9.17M -$599K 2 0.39% Reduced
573
Brandes Investment Partners
Brandes Investment Partners
California
$9.16M +$9.49M 2 0.28% Increased
574
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.13M +$368K 4 0.07% Increased
575
CCT
Country Club Trust
Missouri
$9.1M +$4.5M 1 1.33% Increased