← 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	Equitable Holdings New York	$17.9M	+$1.96M	3	0.13%	Increased
627	HFS Haverford Financial Services Radnor, Pennsylvania	$17.8M	-$1.13M	1	5%	Reduced
628	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$17.8M	+$110K	2	0.89%	Increased
629	LW Linscomb Wealth Houston, Texas	$17.8M	-$248K	2	0.77%	Reduced
630	BCB Brian C. Broderick	$17.8M	-$532K	1	3.38%	Reduced
631	Waverly Advisors Birmingham, Alabama	$17.8M	+$121K	4	0.18%	Increased
632	AIA Allied Investment Advisors Billings, Montana	$17.7M	+$198K	1	2.81%	Increased
633	SIMG Sonora Investment Management Group Tucson, Arizona	$17.7M	-$381K	2	1.25%	Reduced
634	Brown Brothers Harriman & Co New York	$17.6M	+$797K	6	0.11%	Increased
635	Schroder Investment Management Group London, United Kingdom	$17.5M	+$6.87M	4	0.01%	Increased
636	Orbis Allan Gray Hamilton, Bermuda	$17.3M	+$15.4M	1	0.07%	New
637	F.L. Putnam Investment Management Lynnfield, Massachusetts	$17.3M	-$518K	3	0.26%	Reduced
638	GWM Glass Wealth Management San Antonio, Texas	$17.3M	+$1.38M	3	7.7%	Increased
639	Perigon Wealth Management San Francisco, California	$17.3M	+$2.24M	5	0.35%	Increased
640	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$17.2M	+$32.6K	1	2.67%	Increased
641	WTB Washington Trust Bank Spokane, Washington	$17.2M	-$206K	2	1.26%	Reduced
642	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$17.1M	+$2.26M	6	0.25%	Increased
643	DC Dendur Capital New York	$17.1M	+$17.3M	1	1.77%	New
644	Boothbay Fund Management New York	$17M	+$208K	5	0.25%	Increased
645	AP Archon Partners Princeton Junction, New Jersey	$16.9M	$0	1	1.8%	Maintained
646	MWM Marietta Wealth Management Marietta, Georgia	$16.9M	+$1.27M	2	2.06%	Increased
647	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$16.7M	$0	1	0.22%	Maintained
648	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$16.7M	-$357K	3	1.46%	Reduced
649	CIS Connors Investor Services Wyomissing, Pennsylvania	$16.6M	-$6.78M	1	1.42%	Reduced
650	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$16.6M	+$15.2M	2	1.91%	Increased