← 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
626
Citizens Financial Group
Citizens Financial Group
Rhode Island
$11.7M -$568K 3 0.46% Reduced
627
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$11.7M +$156K 1 0.71% Increased
628
HWMA
Heritage Wealth Management (Arizona)
Arizona
$11.7M +$5.93M 2 1.67% Increased
629
Advisor Partners II
Advisor Partners II
California
$11.6M +$452K 3 0.72% Increased
630
WAS
Wesleyan Assurance Society
United Kingdom
$11.6M $0 1 1.42% Maintained
631
SSA
South Street Advisors
New York
$11.5M +$176K 1 2.55% Increased
632
Quantinno Capital Management
Quantinno Capital Management
New York
$11.5M +$4.75M 5 0.86% Increased
633
PCM
Portolan Capital Management
Massachusetts
$11.5M +$686K 2 1.14% Increased
634
JCM
Janney Capital Management
Pennsylvania
$11.4M +$303K 2 0.82% Increased
635
VanEck Associates
VanEck Associates
New York
$11.4M -$205K 3 0.03% Reduced
636
HWAM
Hennion & Walsh Asset Management
New Jersey
$11.4M -$1.02M 3 0.7% Reduced
637
Congress Wealth Management
Congress Wealth Management
Massachusetts
$11.4M +$9.5M 3 0.29% Increased
638
SWM
Segment Wealth Management
Texas
$11.4M -$167K 2 1.31% Reduced
639
PineBridge Investments
PineBridge Investments
New York
$11.3M -$415K 4 0.14% Reduced
640
Hancock Whitney
Hancock Whitney
Mississippi
$11.3M -$51.9K 3 0.44% Reduced
641
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$11.3M +$1.05M 7 0.46% Increased
642
AAIM
American Assets Investment Management
California
$11.2M $0 2 1.3% Maintained
643
Voloridge Investment Management
Voloridge Investment Management
Florida
$11.2M +$202K 2 0.06% Increased
644
DBT
Dubuque Bank & Trust
Iowa
$11.1M -$1.66M 2 1.46% Reduced
645
IFAM
Institutional & Family Asset Management
Colorado
$11.1M +$71.5K 4 1.85% Increased
646
HWM
Hohimer Wealth Management
Washington
$11M -$294K 3 3.52% Reduced
647
Intact Investment Management
Intact Investment Management
Quebec, Canada
$11M -$1.81M 1 0.48% Reduced
648
WIC
WealthBridge Investment Counsel
Alberta, Canada
$11M +$283K 2 4.82% Increased
649
AQR Arbitrage
AQR Arbitrage
Connecticut
$11M +$9.75M 1 0.28% New
650
WC
Whitney & Co
New York
$10.9M +$44.4K 2 2.01% Increased