← 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
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$16.6M +$2.22M 5 0.2% Increased
652
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$16.5M -$5.27M 1 0.5% Reduced
653
Castleark Management
Castleark Management
Illinois
$16.5M +$435K 1 0.46% Increased
654
AP
Appleton Partners
Massachusetts
$16.5M -$275K 3 1.11% Reduced
655
FFP
FourThought Financial Partners
Florida
$16.5M +$151K 4 1.45% Increased
656
Aquatic Capital Management
Aquatic Capital Management
Illinois
$16.5M +$8.44M 5 0.31% Increased
657
NB
NBT Bank
New York
$16.4M -$52.8K 3 1.07% Reduced
658
UF
Univest Financial
Pennsylvania
$16.1M -$1.69M 2 0.9% Reduced
659
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.1M -$851K 3 0.39% Reduced
660
GAM
Griffin Asset Management
New York
$16M +$73.5K 2 1.8% Increased
661
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$16M +$1.58M 3 0.42% Increased
662
DAC
Dividend Assets Capital
South Carolina
$15.9M +$249K 2 2.79% Increased
663
FHC
First Horizon Corporation
Tennessee
$15.9M +$14.4M 7 0.75% New
664
Twin Tree Management
Twin Tree Management
Texas
$15.9M +$3.74M 2 0.07% Increased
665
WIC
WealthBridge Investment Counsel
Alberta, Canada
$15.8M -$96.2K 2 4.89% Reduced
666
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.8M +$186K 6 3.75% Increased
667
BEAM
Baker Ellis Asset Management
Washington
$15.8M +$98.8K 2 1.95% Increased
668
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.7M +$9.53M 4 0.04% Increased
669
AMBIA
Allen Mooney & Barnes Investment Advisors
Georgia
$15.7M +$142K 3 2.45% Increased
670
ST
Spinnaker Trust
Maine
$15.7M +$190K 3 0.87% Increased
671
LK
Lumbard & Kellner
New Hampshire
$15.7M +$256 3 5.77% Increased
672
MGO One Seven
MGO One Seven
Ohio
$15.7M +$4.23M 5 0.36% Increased
673
CCM
Compass Capital Management
Minnesota
$15.7M -$2.54M 1 0.83% Reduced
674
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$15.6M -$101K 2 1.63% Reduced
675
RBC
Romano Brothers & Co
Illinois
$15.6M +$267K 2 1.78% Increased