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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
FCT
Family Capital Trust
Massachusetts
$5.36M +$189K 1 3.11% Increased
652
FBB
Fulton Breakefield Broenniman
Maryland
$5.35M +$15.5K 1 1.26% Increased
653
Boston Financial Management
Boston Financial Management
Massachusetts
$5.34M -$85.8K 1 0.76% Reduced
654
CIS
Connors Investor Services
Pennsylvania
$5.33M +$116K 1 1.2% Increased
655
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$5.32M -$1.12M 7 0.41% Reduced
656
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$5.32M -$357K 1 0.24% Reduced
657
CC
Cognios Capital
Kansas
$5.3M +$127K 1 3.07% Increased
658
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$5.29M +$2.05M 3 0.64% Increased
659
ERIM
Eagle Ridge Investment Management
Connecticut
$5.29M +$17.7K 1 1.36% Increased
660
CWA
Constellation Wealth Advisors
New York
$5.28M -$1.66K 1 0.59% Reduced
661
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.28M +$52.4K 1 1.08% Increased
662
PP
Palladium Partners
Virginia
$5.28M -$84.3K 3 0.52% Reduced
663
PAI
Pittenger & Anderson Inc
Nebraska
$5.26M -$40.6K 2 0.7% Reduced
664
GG
Greenwood Gearhart
Arkansas
$5.26M +$99.2K 1 2.5% Increased
665
PDN
Pensionfund DSM Netherlands
Netherlands
$5.22M +$812K 1 0.76% Increased
666
NC
Northpointe Capital
Michigan
$5.22M -$1.46M 1 0.68% Reduced
667
Perkins Investment Management
Perkins Investment Management
Illinois
$5.22M -$2.45M 1 0.08% Reduced
668
Soros Fund Management
Soros Fund Management
New York
$5.22M +$6.56M 1 0.08% New
669
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$5.21M +$48.4K 3 0.36% Increased
670
RCM
Royal Capital Management
New York
$5.18M -$1.26M 1 13.9% Reduced
671
Shelton Capital Management
Shelton Capital Management
Colorado
$5.16M -$456K 3 0.57% Reduced
672
WB
Webster Bank
Connecticut
$5.14M -$147K 2 0.95% Reduced
673
RSVP
Ramsay Stattman Vela & Price
Colorado
$5.13M +$256K 1 2.65% Increased
674
Alpha Cubed Investments
Alpha Cubed Investments
California
$5.13M +$608K 1 1.34% Increased
675
LKIM
Lawson Kroeker Investment Management
Nebraska
$5.13M -$137K 1 1.72% Reduced