← 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	TCM Tygh Capital Management Portland, Oregon	$9.09M	-$3.42M	1	1.41%	Reduced
602	DAM Delta Asset Management Memphis, Tennessee	$9.06M	+$51.9K	3	1%	Increased
603	Venture Visionary Partners Sylvania, Ohio	$9.04M	+$7.43M	2	0.99%	Increased
604	AHC Adell Harriman & Carpenter Houston, Texas	$9.02M	-$1.27M	2	1.19%	Reduced
605	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$9M	-$1.81M	2	1.08%	Reduced
606	WHP Washington Harbour Partners Arlington, Virginia	$9M	+$7.18M	1	1.65%	New
607	Curi RMB Capital Chicago, Illinois	$8.99M	-$2.36M	2	0.33%	Reduced
608	RiverFront Investment Group Richmond, Virginia	$8.96M	+$9M	1	0.2%	New
609	RGI River Global Investors London, United Kingdom	$8.96M	+$2.2M	1	0.51%	Increased
610	PP Palladium Partners Norfolk, Virginia	$8.94M	-$171K	3	0.49%	Reduced
611	NCM Novare Capital Management Charlotte, North Carolina	$8.88M	-$396K	1	1.16%	Reduced
612	PAM Peak Asset Management Louisville, Colorado	$8.88M	+$23.1K	1	2.32%	Increased
613	LCM Logan Capital Management Newtown Square, Pennsylvania	$8.88M	+$4.97M	2	0.44%	Increased
614	CCP Clifford Capital Partners Alpine, Utah	$8.81M	+$48.2K	1	3.45%	Increased
615	Capital Investment Advisors Atlanta, Georgia	$8.8M	+$497K	3	0.37%	Increased
616	Freestone Capital Holdings Seattle, Washington	$8.79M	+$1.25M	4	0.51%	Increased
617	BRCM Bright Rock Capital Management Hanover, Massachusetts	$8.78M	-$1.12M	1	2.39%	Reduced
618	TC TownSquare Capital Provo, Utah	$8.75M	+$3.91M	1	0.39%	Increased
619	TFM TPI Fund Managers London, United Kingdom	$8.72M	+$8.01M	1	1.49%	New
620	Great Lakes Advisors Chicago, Illinois	$8.68M	+$145K	4	0.16%	Increased
621	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$8.6M	$0	1	1.24%	Maintained
622	BPM Bronson Point Management Fairfield, Connecticut	$8.58M	$0	1	3.4%	Maintained
623	TCM Tufton Capital Management Hunt Valley, Maryland	$8.57M	+$1.18M	2	1.58%	Increased
624	DY Dowling & Yahnke San Diego, California	$8.55M	+$141K	2	0.61%	Increased
625	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$8.55M	+$513K	3	0.1%	Increased