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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
576
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$20.3M +$1.97M 5 0.26% Increased
577
BL
BFSG LLC
California
$20.2M -$419K 4 1.96% Reduced
578
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$20.2M +$899K 3 0.15% Increased
579
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$20.2M -$149K 8 0.57% Reduced
580
Everett Harris & Co
Everett Harris & Co
California
$20.1M -$563K 2 0.25% Reduced
581
DAM
Delta Asset Management
Tennessee
$20M -$61.3K 3 1.7% Reduced
582
Artemis Investment Management
Artemis Investment Management
United Kingdom
$20M +$3.91M 1 0.25% Increased
583
CHAM
Clear Harbor Asset Management
Connecticut
$19.9M -$222K 2 1.38% Reduced
584
CIC
Cutler Investment Counsel
Oregon
$19.9M -$82.6K 1 2.09% Reduced
585
Nicholas Company
Nicholas Company
Wisconsin
$19.9M -$19.5M 1 0.34% Reduced
586
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$19.9M -$165K 1 0.66% Reduced
587
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$19.8M +$510K 4 0.48% Increased
588
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$19.7M -$3.06M 1 0.85% Reduced
589
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$19.7M +$370K 3 0.41% Increased
590
LIM
Lathrop Investment Management
Arkansas
$19.7M -$694K 1 3.63% Reduced
591
NP
NS Partners
United Kingdom
$19.6M -$171K 1 0.76% Reduced
592
HWAM
Hennion & Walsh Asset Management
New Jersey
$19.6M +$4.06M 4 0.71% Increased
593
TCTC Holdings
TCTC Holdings
Texas
$19.6M -$171K 4 0.58% Reduced
594
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$19.5M +$18.1M 1 0.05% New
595
Park Avenue Securities
Park Avenue Securities
New York
$19.5M +$15M 5 0.15% Increased
596
HPIA
Hamilton Point Investment Advisors
North Carolina
$19.5M -$155 1 3.05% Reduced
597
SAM
Securian Asset Management
Minnesota
$19.4M -$578K 6 0.51% Reduced
598
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$19.4M +$6.15M 3 0.29% Increased
599
MIM
Marco Investment Management
Georgia
$19.4M -$239K 3 1.48% Reduced
600
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$19.3M -$2.41M 5 0.41% Reduced