← 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
601	GIA Granite Investment Advisors Concord, New Hampshire	$9.09M	-$803K	1	1.6%	Reduced
602	CM CS McKee Pittsburgh, Pennsylvania	$9.08M	-$145K	1	0.68%	Reduced
603	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$9.07M	+$2.25M	1	1.45%	Increased
604	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$9.02M	-$608K	5	0.26%	Reduced
605	BST Bath Savings Trust Bath, Maine	$9.01M	-$71.8K	1	2.26%	Reduced
606	Barings Charlotte, North Carolina	$8.97M	-$984K	4	0.12%	Reduced
607	Evercore Wealth Management New York	$8.97M	-$170K	4	0.33%	Reduced
608	CCT Chemung Canal Trust Elmira, New York	$8.93M	+$2.69M	1	1.95%	Increased
609	CEP Chicago Equity Partners Chicago, Illinois	$8.89M	+$3.7M	4	0.27%	Increased
610	NIA Northstar Investment Advisors Denver, Colorado	$8.85M	-$2.05M	1	1.6%	Reduced
611	QCMC Quantum Capital Management (California) San Francisco, California	$8.8M	-$549K	3	2.1%	Reduced
612	Chilton Capital Management Houston, Texas	$8.78M	+$8.24M	2	0.8%	Increased
613	Profund Advisors Bethesda, Maryland	$8.78M	+$1.86M	6	0.34%	Increased
614	BAM Barrett Asset Management New York	$8.77M	-$24.1K	1	0.62%	Reduced
615	UF Univest Financial Souderton, Pennsylvania	$8.75M	-$111K	2	3.52%	Reduced
616	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$8.69M	+$5.77K	1	3.85%	Increased
617	GG Greenwood Gearhart Fayetteville, Arkansas	$8.67M	+$595K	1	2.76%	Increased
618	AAC Asset Advisors Corp Augusta, Georgia	$8.65M	+$168K	2	1.42%	Increased
619	PMG ProVise Management Group Clearwater, Florida	$8.61M	+$761K	3	1.23%	Increased
620	Livforsakringsbolaget Skandia Stockholm, Sweden	$8.6M	-$1.08M	3	0.82%	Reduced
621	Truist Financial Charlotte, North Carolina	$8.59M	-$490K	4	0.16%	Reduced
622	Douglass Winthrop Advisors New York	$8.58M	-$96.4K	2	0.47%	Reduced
623	RAM RK Asset Management Grosse Pointe Farms, Michigan	$8.52M	+$384K	1	7.19%	Increased
624	CIC Cutler Investment Counsel Jacksonville, Oregon	$8.48M	+$80.6K	1	1.64%	Increased
625	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$8.46M	+$20.3K	2	1.1%	Increased