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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
TS
Tamar Securities
California
$26M -$6.12M 1 2.78% Reduced
577
WCM
Windward Capital Management
California
$25.8M -$308K 1 2.1% Reduced
578
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$25.7M +$1.5M 4 0.26% Increased
579
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$25.5M +$19.4M 3 0.59% Increased
580
Hantz Financial Services
Hantz Financial Services
Michigan
$25.4M -$4.2M 7 0.39% Reduced
581
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$25.2M -$284K 4 0.54% Reduced
582
CIA
Covington Investment Advisors
Pennsylvania
$25.2M -$1.71M 2 3.7% Reduced
583
Mizuho Securities USA
Mizuho Securities USA
New York
$25.1M -$5.27M 3 0.59% Reduced
584
CC
Cadinha & Co
Hawaii
$25M -$101K 2 4.66% Reduced
585
TA
Townsend & Associates
Colorado
$24.9M +$105K 1 2.15% Increased
586
Frontier Capital Management
Frontier Capital Management
Massachusetts
$24.9M -$9.15M 1 0.26% Reduced
587
AHC
Adell Harriman & Carpenter
Texas
$24.8M +$966K 2 1.51% Increased
588
BL
BFSG LLC
California
$24.7M -$376K 4 2.34% Reduced
589
SCM
Shapiro Capital Management
Georgia
$24.7M -$20.3M 1 1.55% Reduced
590
AP
Atwood & Palmer
Missouri
$24.7M -$124K 4 1.4% Reduced
591
Glenview Trust
Glenview Trust
Kentucky
$24.5M -$31.4K 2 0.38% Reduced
592
PWP
Principle Wealth Partners
Connecticut
$24.2M -$201K 2 1.39% Reduced
593
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$24.2M -$1.92M 4 0.72% Reduced
594
FMI
F/M Investments
District of Columbia
$24.1M -$12.8M 3 1.6% Reduced
595
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$24M -$3.53M 6 0.36% Reduced
596
SouthState Corp
SouthState Corp
Florida
$24M +$283K 5 1.12% Increased
597
AMG National Trust Bank
AMG National Trust Bank
Colorado
$23.8M +$373K 3 0.52% Increased
598
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$23.8M +$6.87M 2 0.34% Increased
599
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$23.7M +$9.05M 3 0.15% Increased
600
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$23.7M +$5.2M 1 0.15% Increased