← 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
651	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$5.65M	-$279K	2	1.12%	Reduced
652	CIC Cutler Investment Counsel Jacksonville, Oregon	$5.63M	-$2.36K	1	2.19%	Reduced
653	Fort Washington Investment Advisors Cincinnati, Ohio	$5.61M	-$85.3K	1	0.13%	Reduced
654	LMF LMR Master Fund Grand Cayman, Cayman Islands	$5.59M	+$2.1M	2	1.07%	Increased
655	IA Icon Advisers Greenwood Village, Colorado	$5.58M	-$624K	1	0.42%	Reduced
656	GIP Granite Investment Partners El Segundo, California	$5.57M	+$130K	1	0.9%	Increased
657	GG Greenwood Gearhart Fayetteville, Arkansas	$5.57M	-$12.5K	1	3.24%	Reduced
658	BIC Bridges Investment Counsel Omaha, Nebraska	$5.56M	-$19.6K	1	1.38%	Reduced
659	AT Arden Trust Wilmington, Delaware	$5.55M	-$196K	2	0.71%	Reduced
660	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$5.54M	+$61.4K	1	2.12%	Increased
661	CCM Cai Capital Management New York	$5.54M	+$2.64M	2	3.56%	Increased
662	NIM Northeast Investment Management Boston, Massachusetts	$5.53M	+$588K	1	0.67%	Increased
663	SMM Stadion Money Management Watkinsville, Georgia	$5.52M	+$1.66M	2	0.11%	Increased
664	WFM Wilmington Funds Management Wilmington, Delaware	$5.48M	-$166K	3	0.53%	Reduced
665	P Pitcairn Conshohocken, Pennsylvania	$5.45M	-$2.25M	3	0.67%	Reduced
666	TLCM Tiger Legatus Capital Management New York	$5.43M	+$475K	1	3.16%	Increased
667	PWW Pettyjohn Wood & White Lynchburg, Virginia	$5.42M	-$113K	1	3.36%	Reduced
668	LG Leuthold Group Minneapolis, Minnesota	$5.41M	+$5.24M	1	0.5%	New
669	AIA Alerus Investment Advisors Wayzata, Minnesota	$5.39M	+$274K	1	1.08%	Increased
670	Jupiter Investment Management London, United Kingdom	$5.38M	-$4.31M	1	0.51%	Reduced
671	Cambridge Investment Research Advisors Fairfield, Iowa	$5.38M	+$210K	4	0.24%	Increased
672	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$5.38M	-$47.7K	2	0.75%	Reduced
673	FBC Fairfield, Bush & Co Darien, Connecticut	$5.36M	+$3.73M	1	1.62%	Increased
674	HTI Hikari Tsushin Inc Tokyo, Japan	$5.32M	+$593K	1	1.01%	Increased
675	TC TFS Capital West Chester, Pennsylvania	$5.3M	+$3.98M	2	0.24%	Increased