← 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
Argent Trust Co
Argent Trust Co
Tennessee
$8.9M -$96.8K 3 0.63% Reduced
652
Private Trust Company
Private Trust Company
Ohio
$8.89M -$1.22M 3 1.44% Reduced
653
Phoenix Financial
Phoenix Financial
Israel
$8.83M +$2.58M 3 0.2% Increased
654
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$8.81M +$1.11M 3 2.15% Increased
655
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$8.8M -$838K 2 1.07% Reduced
656
Veritable
Veritable
Delaware
$8.78M +$17.4K 3 0.15% Increased
657
QSS
Quantitative Systematic Strategies
Florida
$8.7M +$4.39M 3 1.35% Increased
658
Private Capital Advisors
Private Capital Advisors
Connecticut
$8.68M -$146K 2 1.62% Reduced
659
AE Wealth Management
AE Wealth Management
Kansas
$8.57M -$377K 3 0.09% Reduced
660
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$8.55M -$334K 5 0.05% Reduced
661
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$8.55M -$559K 2 0.74% Reduced
662
AssetMark Inc
AssetMark Inc
California
$8.53M +$1.8M 3 0.04% Increased
663
FM
Freemont Management
Switzerland
$8.53M $0 1 1.39% Maintained
664
Whitney & Co
Whitney & Co
New York
$8.49M -$61.2K 2 1.49% Reduced
665
GFG
Greystone Financial Group
Michigan
$8.46M -$763K 1 2.13% Reduced
666
Tygh Capital Management
Tygh Capital Management
Oregon
$8.46M -$599K 1 1.2% Reduced
667
Glenview Trust
Glenview Trust
Kentucky
$8.4M +$92.1K 2 0.36% Increased
668
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$8.39M +$125K 3 0.74% Increased
669
APA
American Portfolios Advisors
New York
$8.39M +$1.67M 7 0.37% Increased
670
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$8.38M -$54.2K 1 3.89% Reduced
671
PFM
Parsec Financial Management
North Carolina
$8.38M -$1.5M 2 0.43% Reduced
672
Segantii Capital Management
Segantii Capital Management
Hong Kong
$8.37M -$573K 1 0.36% Reduced
673
FCM
Firsthand Capital Management
California
$8.32M +$1.82M 1 2.33% Increased
674
Cerity Partners
Cerity Partners
New York
$8.29M -$1.43M 3 0.2% Reduced
675
Uniplan Investment Counsel
Uniplan Investment Counsel
Wisconsin
$8.29M -$623K 2 0.53% Reduced