← 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
Quantbot Technologies
Quantbot Technologies
New York
$8.14M -$4.81M 2 0.77% Reduced
652
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$8.1M -$14.4M 1 0.07% Reduced
653
DWM
Doyle Wealth Management
Florida
$8.08M +$317K 3 1.17% Increased
654
AWMF
Arbor Wealth Management (Florida)
Florida
$8.03M +$2.42M 1 4.84% Increased
655
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$8.03M -$61.2K 1 1.04% Reduced
656
Bridges Investment Management
Bridges Investment Management
Nebraska
$7.99M -$704K 3 0.33% Reduced
657
IFAM
Institutional & Family Asset Management
Colorado
$7.94M -$157K 4 1.67% Reduced
658
RSVP
Ramsay Stattman Vela & Price
Colorado
$7.93M +$98.2K 1 2.89% Increased
659
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$7.89M -$2.26M 1 0.5% Reduced
660
HL Financial Services
HL Financial Services
Kentucky
$7.87M -$607K 3 0.12% Reduced
661
IM
Islet Management
New York
$7.86M +$7.36M 1 0.91% New
662
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.75M +$112K 2 0.07% Increased
663
PMG
ProVise Management Group
Florida
$7.73M +$584K 1 1.09% Increased
664
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.72M -$9.73K 1 1.15% Reduced
665
WB
Webster Bank
Connecticut
$7.67M +$14.7K 3 1.1% Increased
666
WSCM
Wellington Shields Capital Management
New York
$7.62M -$90.8K 3 1.3% Reduced
667
BAM
Blueshift Asset Management
New Jersey
$7.6M +$6.95M 6 1.06% Increased
668
GIM
Grassi Investment Management
California
$7.59M +$154K 1 1.12% Increased
669
ST
Spinnaker Trust
Maine
$7.57M +$361K 3 0.76% Increased
670
HI
Hendershot Investments
Virginia
$7.55M +$1.21M 1 2.59% Increased
671
Kennedy Capital Management
Kennedy Capital Management
Missouri
$7.53M +$1.21M 1 0.18% Increased
672
SIG
Sky Investment Group
Connecticut
$7.52M +$49.1K 1 2.76% Increased
673
FBB
Fulton Breakefield Broenniman
Maryland
$7.51M +$4.1K 1 1.22% Increased
674
CM
CS McKee
Pennsylvania
$7.5M +$48.3K 1 0.66% Increased
675
FIM
Freedom Investment Management
Connecticut
$7.48M +$1.55M 4 0.6% Increased