← 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	CB Cadence Bank Tupelo, Mississippi	$22M	+$196K	1	1.33%	Increased
552	UMB Bank Kansas City, Missouri	$21.9M	-$710K	9	0.32%	Reduced
553	Sit Investment Associates Minneapolis, Minnesota	$21.9M	-$2.17M	5	0.44%	Reduced
554	CC Cadinha & Co Honolulu, Hawaii	$21.8M	-$106K	2	2.96%	Reduced
555	AP Atwood & Palmer Kansas City, Missouri	$21.8M	+$59.6K	4	1.28%	Increased
556	PWP Principle Wealth Partners Madison, Connecticut	$21.7M	-$45.3K	2	1.26%	Reduced
557	BBI Baxter Bros Inc Riverside, Connecticut	$21.7M	+$192K	3	2.51%	Increased
558	Algert Global San Francisco, California	$21.6M	+$12M	4	0.36%	Increased
559	TA Townsend & Associates Westminster, Colorado	$21.6M	+$396K	1	2.05%	Increased
560	Glenview Trust Louisville, Kentucky	$21.6M	-$17.4K	2	0.34%	Reduced
561	Engineers Gate Manager New York	$21.4M	+$7.34M	4	0.24%	Increased
562	New Mexico Educational Retirement Board Santa Fe, New Mexico	$21.4M	+$1.38M	6	0.66%	Increased
563	Williams Jones Wealth Management New York	$21.3M	+$147K	3	0.24%	Increased
564	Foundations Investment Advisors Phoenix, Arizona	$21.3M	+$1.44M	3	0.31%	Increased
565	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$21.3M	-$586K	3	0.64%	Reduced
566	Benjamin Edwards Inc Clayton, Missouri	$21.1M	+$368K	4	0.24%	Increased
567	WC Whitney & Co Rochester, New York	$20.9M	+$59.8K	3	1.89%	Increased
568	SouthState Corp Winter Haven, Florida	$20.6M	-$265K	5	0.95%	Reduced
569	MIM Morningstar Investment Management Chicago, Illinois	$20.6M	+$17.5M	2	0.76%	Increased
570	Summit Trail Advisors New York	$20.5M	+$4.75M	7	0.28%	Increased
571	SAM Scopus Asset Management New York	$20.4M	+$7.18M	3	0.28%	Increased
572	LTI Laffer Tengler Investments Nashville, Tennessee	$20.4M	+$1.14M	2	3.23%	Increased
573	HighPoint Advisor Group Downers Grove, Illinois	$20.4M	-$792K	3	0.97%	Reduced
574	Walleye Trading New York	$20.3M	+$13.5M	5	0.03%	Increased
575	CTA Chesley Taft & Associates Chicago, Illinois	$20.3M	-$768K	4	0.86%	Reduced