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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
Profund Advisors
Profund Advisors
Maryland
$6.38M +$1.62M 5 0.31% Increased
652
Perkins Investment Management
Perkins Investment Management
Illinois
$6.33M +$117K 1 0.1% Increased
653
MCM
Monarch Capital Management
Indiana
$6.31M -$5.06K 2 2.35% Reduced
654
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$6.28M -$50.3K 1 0.35% Reduced
655
Covington Capital Management
Covington Capital Management
California
$6.27M -$298K 2 0.58% Reduced
656
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.26M -$1.4M 4 0.03% Reduced
657
GG
Greenwood Gearhart
Arkansas
$6.25M +$384 1 2.65% Increased
658
SRP
Saddle Road Partners
Nebraska
$6.24M +$619K 2 3.74% Increased
659
Cetera Advisor Networks
Cetera Advisor Networks
California
$6.24M +$1.21M 3 0.36% Increased
660
AAC
Asset Advisors Corp
Georgia
$6.2M -$73.7K 2 1.29% Reduced
661
PDN
Pensionfund DSM Netherlands
Netherlands
$6.15M $0 1 0.82% Maintained
662
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$6.13M +$439K 2 0.39% Increased
663
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$6.12M +$6.05M 2 0.19% New
664
AT
Acadia Trust
Maine
$6.12M +$162K 1 1.88% Increased
665
First National Trust
First National Trust
Pennsylvania
$6.08M +$73.1K 2 0.93% Increased
666
WB
Webster Bank
Connecticut
$6.07M -$58.9K 2 0.89% Reduced
667
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$6.03M +$90.4K 2 0.73% Increased
668
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$6.02M +$889K 3 0.76% Increased
669
NRS
Neville Rodie & Shaw
New York
$6.01M +$186K 1 0.72% Increased
670
AHB
Abner Herrman & Brock
New Jersey
$5.99M +$610K 1 1.39% Increased
671
RSVP
Ramsay Stattman Vela & Price
Colorado
$5.98M +$143K 1 2.95% Increased
672
WSCM
Wellington Shields Capital Management
New York
$5.92M +$190K 3 1% Increased
673
OI
Oakbrook Investments
Illinois
$5.88M -$318K 3 0.33% Reduced
674
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$5.85M -$334K 2 0.41% Reduced
675
Calamos Wealth Management
Calamos Wealth Management
Illinois
$5.84M -$115K 2 1.03% Reduced