← 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	KBC Group Brussels, Belgium	$10.1M	+$1.05M	4	0.04%	Increased
577	DAC Dividend Assets Capital Ridgeland, South Carolina	$10.1M	-$1.06M	3	2.1%	Reduced
578	PWP Principle Wealth Partners Madison, Connecticut	$10.1M	+$322K	2	1.01%	Increased
579	Los Angeles Capital Management Los Angeles, California	$10.1M	-$152K	4	0.04%	Reduced
580	TF Talbot Financial Bellevue, Washington	$10.1M	+$213K	1	1.76%	Increased
581	F.L. Putnam Investment Management Lynnfield, Massachusetts	$10M	+$207K	3	0.28%	Increased
582	SouthState Corp Winter Haven, Florida	$9.95M	-$926K	4	0.94%	Reduced
583	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$9.95M	+$117K	2	0.86%	Increased
584	Kornitzer Capital Management Shawnee Mission, Kansas	$9.92M	+$5.69M	4	0.2%	Increased
585	RIA RPG Investment Advisory Pleasanton, California	$9.91M	+$112K	2	1.82%	Increased
586	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$9.87M	+$103K	3	1.6%	Increased
587	MIM Martin Investment Management Palm Beach Gardens, Florida	$9.86M	-$96.7K	2	2.96%	Reduced
588	ATC Argent Trust Co Nashville, Tennessee	$9.8M	+$57.7K	2	0.54%	Increased
589	BCM Bourgeon Capital Management Darien, Connecticut	$9.8M	+$2.25M	5	2.3%	Increased
590	TS Tamar Securities Woodland Hills, California	$9.77M	+$3.15M	1	2.36%	Increased
591	ARS Adirondack Retirement Specialists Queensbury, New York	$9.75M	+$187K	1	7.58%	Increased
592	BBI Baxter Bros Inc Riverside, Connecticut	$9.73M	+$970K	2	1.48%	Increased
593	DAM Delta Asset Management Memphis, Tennessee	$9.69M	+$354K	3	1.01%	Increased
594	Advisors Capital Management Ridgewood, New Jersey	$9.66M	-$30.7M	3	0.25%	Reduced
595	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$9.59M	+$147K	2	4.18%	Increased
596	Quantinno Capital Management New York	$9.51M	+$1.22M	6	0.43%	Increased
597	Farmers & Merchants Investments Inc Lincoln, Nebraska	$9.47M	+$529K	6	0.37%	Increased
598	PM Phraction Management Colchester, Connecticut	$9.43M	+$5.5M	2	4.45%	Increased
599	UMB Bank Kansas City, Missouri	$9.38M	-$446K	5	0.15%	Reduced
600	Bailard Foster City, California	$9.28M	-$185K	3	0.31%	Reduced