← 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
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$6.83M +$7.09M 3 0.59% New
652
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$6.8M -$709K 4 0.05% Reduced
653
Calamos Wealth Management
Calamos Wealth Management
Illinois
$6.75M -$365K 3 0.77% Reduced
654
OCAM
Onex Canada Asset Management
Ontario, Canada
$6.73M -$164K 1 0.44% Reduced
655
DLCIG
D.L. Carlson Investment Group
New Hampshire
$6.68M +$1.77M 1 1.41% Increased
656
Holocene Advisors
Holocene Advisors
New York
$6.66M +$2.91M 4 0.05% Increased
657
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.66M +$204K 4 0.09% Increased
658
HPIA
Hamilton Point Investment Advisors
North Carolina
$6.59M +$35.7K 1 2.32% Increased
659
HWM
Hohimer Wealth Management
Washington
$6.58M +$2.8M 3 1.87% Increased
660
S
Surevest
California
$6.56M +$1.06M 2 2.58% Increased
661
AP
Advisor Partners
California
$6.55M -$53.7K 3 0.56% Reduced
662
GLAM
Gardner Lewis Asset Management
Pennsylvania
$6.55M +$900K 1 1.19% Increased
663
WC
Whitney & Co
New York
$6.55M +$34K 2 1.23% Increased
664
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$6.54M -$3.38M 3 0.03% Reduced
665
CX Institutional
CX Institutional
Indiana
$6.46M +$1.24M 4 0.7% Increased
666
DTL
Dynamic Technology Lab
Singapore
$6.46M -$750K 3 1.04% Reduced
667
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.42M +$550K 6 0.03% Increased
668
BFIM
Beese Fulmer Investment Management
Ohio
$6.41M +$817K 2 0.91% Increased
669
LW
Linscomb Wealth
Texas
$6.38M +$82.1K 1 0.44% Increased
670
IFAM
Institutional & Family Asset Management
Colorado
$6.37M -$502K 4 1.48% Reduced
671
SGK
Steigerwald Gordon & Koch
Virginia
$6.36M +$1.3M 2 1.51% Increased
672
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$6.32M +$67.3K 1 3.47% Increased
673
Palisade Capital Management
Palisade Capital Management
New Jersey
$6.32M +$25.7K 3 0.19% Increased
674
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$6.3M -$13M 2 0.12% Reduced
675
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$6.29M +$2.88M 3 0.39% Increased