← 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	PineBridge Investments New York	$9.64M	-$24.4M	4	0.11%	Reduced
652	LIA LS Investment Advisors Bloomfield Hills, Michigan	$9.64M	-$3.47M	1	1.22%	Reduced
653	Vestmark Advisory Solutions Wakefield, Massachusetts	$9.61M	+$388K	3	0.68%	Increased
654	PCA Private Capital Advisors Darien, Connecticut	$9.6M	-$96.5K	2	1.62%	Reduced
655	AHC Adell Harriman & Carpenter Houston, Texas	$9.59M	-$25.6K	2	1.01%	Reduced
656	LCM LVM Capital Management Portage, Michigan	$9.52M	+$551K	2	1.45%	Increased
657	Williams Jones Wealth Management New York	$9.51M	+$958K	2	0.13%	Increased
658	YIA YHB Investment Advisors West Hartford, Connecticut	$9.45M	+$255K	3	0.81%	Increased
659	Sequoia Financial Advisors Akron, Ohio	$9.44M	-$3.45M	3	0.34%	Reduced
660	FM Freemont Management Vaud, Switzerland	$9.42M	$0	1	1.35%	Maintained
661	Glenview Trust Louisville, Kentucky	$9.4M	+$135K	3	0.36%	Increased
662	WC Whitney & Co Rochester, New York	$9.33M	-$24.6K	2	1.49%	Reduced
663	Cerity Partners New York	$9.32M	+$165K	3	0.2%	Increased
664	Bragg Financial Advisors Charlotte, North Carolina	$9.31M	+$183K	1	0.59%	Increased
665	LDB Lee, Danner & Bass Nashville, Tennessee	$9.27M	+$661K	3	0.84%	Increased
666	P Pitcairn Conshohocken, Pennsylvania	$9.23M	+$2.32M	3	0.62%	Increased
667	APA American Portfolios Advisors Holbrook, New York	$9.22M	+$15.3K	7	0.36%	Increased
668	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$9.14M	-$111K	1	4.04%	Reduced
669	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$9.13M	+$1.11M	3	1.5%	Increased
670	Ameritas Investment Partners Lincoln, Nebraska	$9.05M	-$150K	8	0.32%	Reduced
671	MAM Majedie Asset Management London, United Kingdom	$9.02M	+$8.97M	1	0.59%	New
672	SCM Segantii Capital Management Hong Kong	$8.96M	+$354K	1	0.26%	Increased
673	DY Dowling & Yahnke San Diego, California	$8.88M	+$92.5K	2	0.51%	Increased
674	LOPW Live Oak Private Wealth Wilmington, North Carolina	$8.87M	+$245K	1	1.96%	Increased
675	AP Advisor Partners Walnut Creek, California	$8.86M	+$526K	3	0.58%	Increased