← 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
576
NB
NBT Bank
New York
$10M -$167K 1 1.58% Reduced
577
DY
Dowling & Yahnke
California
$9.97M -$42.7K 2 0.9% Reduced
578
MYAM
Meiji Yasuda Asset Management
Japan
$9.94M +$2.23M 3 0.95% Increased
579
FBP
Flippin Bruce & Porter
Virginia
$9.86M -$103K 1 2.1% Reduced
580
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$9.8M -$152K 1 1.78% Reduced
581
Gratus Capital
Gratus Capital
Georgia
$9.78M +$880K 2 1.27% Increased
582
M
MOTCO
Texas
$9.78M -$213K 2 0.99% Reduced
583
ICP
Ironvine Capital Partners
Nebraska
$9.77M +$9.31M 2 3.05% New
584
MIM
Martin Investment Management
Florida
$9.77M $0 1 2.73% Maintained
585
Whittier Trust
Whittier Trust
California
$9.59M +$32.7K 5 0.33% Increased
586
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$9.52M -$43.3K 1 0.89% Reduced
587
OAM
Oxford Asset Management
United Kingdom
$9.52M -$13.6M 2 0.21% Reduced
588
HFS
Haverford Financial Services
Pennsylvania
$9.48M -$38.3K 1 3.46% Reduced
589
VV
Verity & Verity
South Carolina
$9.44M +$114K 1 2.54% Increased
590
GIP
Granite Investment Partners
California
$9.41M +$8.77M 3 0.59% Increased
591
WPIC
White Pine Investment Company
Michigan
$9.37M -$95.6K 2 4.62% Reduced
592
Voloridge Investment Management
Voloridge Investment Management
Florida
$9.37M -$5.24M 2 0.2% Reduced
593
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$9.36M -$865K 2 3.23% Reduced
594
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$9.35M +$40.1K 5 0.05% Increased
595
GECH
Garnet Equity Capital Holdings
New York
$9.33M +$9.55M 2 7.47% New
596
LBC
Lowe Brockenbrough & Co
Virginia
$9.26M -$7.21K 2 1.33% Reduced
597
PTC
Private Trust Company
Ohio
$9.25M -$386K 2 1.96% Reduced
598
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$9.21M -$200K 2 0.24% Reduced
599
CC
Courier Capital
New York
$9.11M -$24.8K 1 1.17% Reduced
600
Quantbot Technologies
Quantbot Technologies
New York
$9.1M +$8.92M 5 0.84% Increased