← 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
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$10.6M +$94.4K 3 0.65% Increased
652
Quantbot Technologies
Quantbot Technologies
New York
$10.6M +$3.58M 2 0.75% Increased
653
Glenview Trust
Glenview Trust
Kentucky
$10.5M +$199K 2 0.32% Increased
654
Gotham Asset Management
Gotham Asset Management
New York
$10.5M +$413K 5 0.26% Increased
655
Boothbay Fund Management
Boothbay Fund Management
New York
$10.5M +$6.88M 5 0.21% Increased
656
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$10.4M +$29.7K 4 0.35% Increased
657
Curi Wealth Management
Curi Wealth Management
North Carolina
$10.4M -$3.91M 2 1.5% Reduced
658
MGO One Seven
MGO One Seven
Ohio
$10.4M +$5.81M 4 0.66% Increased
659
CIA
Covington Investment Advisors
Pennsylvania
$10.4M +$570K 2 2.28% Increased
660
Talbot Financial
Talbot Financial
Washington
$10.4M +$129K 1 1.93% Increased
661
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$10.3M +$135K 1 4.53% Increased
662
Brian C. Broderick
Brian C. Broderick
$10.3M -$5.42K 1 2.9% Reduced
663
YHB Investment Advisors
YHB Investment Advisors
Connecticut
$10.2M -$122K 2 1.03% Reduced
664
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$10.2M -$333K 5 0.35% Reduced
665
Novare Capital Management
Novare Capital Management
North Carolina
$10.1M -$219K 1 1.15% Reduced
666
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$10.1M +$2.94M 1 0.08% Increased
667
Romano Brothers & Co
Romano Brothers & Co
Illinois
$10.1M -$149K 2 1.55% Reduced
668
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$10M +$242K 6 0.08% Increased
669
Savant Capital
Savant Capital
Illinois
$10M +$306K 3 0.19% Increased
670
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$9.9M -$353K 3 1.03% Reduced
671
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.9M +$258K 3 0.11% Increased
672
Laffer Tengler Investments
Laffer Tengler Investments
Tennessee
$9.9M +$801K 2 2.68% Increased
673
WIC
WealthBridge Investment Counsel
Alberta, Canada
$9.9M +$125K 2 4.38% Increased
674
American Assets Investment Management
American Assets Investment Management
California
$9.9M $0 2 1.14% Maintained
675
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$9.9M -$904K 2 1.27% Reduced