← 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	FVCM F&V Capital Management Boca Raton, Florida	$10.4M	-$185K	1	4.18%	Reduced
602	AP Appleton Partners Boston, Massachusetts	$10.4M	+$690K	2	0.87%	Increased
603	MAM Majedie Asset Management London, United Kingdom	$10.4M	+$1.25M	1	0.79%	Increased
604	Wealthfront Advisers Palo Alto, California	$10.4M	+$366K	3	0.05%	Increased
605	BIA Barry Investment Advisors New Bedford, Massachusetts	$10.3M	-$992K	1	2.86%	Reduced
606	Calamos Wealth Management Naperville, Illinois	$10.3M	+$36.8K	3	0.83%	Increased
607	AWAM Appian Way Asset Management New York	$10.2M	+$9.87M	1	4.33%	New
608	AMG National Trust Bank Greenwood Village, Colorado	$10.2M	-$419K	1	0.33%	Reduced
609	Hancock Whitney Gulfport, Mississippi	$10.1M	-$1.81M	3	0.35%	Reduced
610	STB S&T Bank Indiana, Pennsylvania	$10.1M	-$21K	1	1.57%	Reduced
611	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$10.1M	+$108K	1	2.68%	Increased
612	TCM Tufton Capital Management Hunt Valley, Maryland	$10.1M	-$2.04M	2	1.71%	Reduced
613	LIA LS Investment Advisors Bloomfield Hills, Michigan	$10.1M	+$373K	1	1.3%	Increased
614	ATC Argent Trust Co Nashville, Tennessee	$10.1M	-$14.2K	3	0.65%	Reduced
615	PineBridge Investments New York	$10.1M	+$144K	5	0.12%	Increased
616	PP Palladium Partners Norfolk, Virginia	$10M	-$144K	3	0.46%	Reduced
617	Vestmark Advisory Solutions Wakefield, Massachusetts	$10M	+$345K	3	0.68%	Increased
618	SSB Sandy Spring Bank Olney, Maryland	$10M	+$147K	3	0.53%	Increased
619	Veritable Wilmington, Delaware	$9.98M	+$251K	3	0.16%	Increased
620	Hardman Johnston Global Advisors Stamford, Connecticut	$9.96M	-$99.6K	1	0.27%	Reduced
621	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$9.87M	$0	1	1.26%	Maintained
622	SIM Sonora Investment Management Tucson, Arizona	$9.84M	+$21.7K	3	1.23%	Increased
623	Johnson Investment Counsel Cincinnati, Ohio	$9.84M	-$51.6K	3	0.13%	Reduced
624	AHC Adell Harriman & Carpenter Houston, Texas	$9.8M	+$106K	2	1.02%	Increased
625	Williams Jones Wealth Management New York	$9.8M	+$226K	2	0.14%	Increased