← 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
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee)
Tennessee
$19.9M +$34.4K 2 1.05% Increased
652
Nordwand Advisors
Nordwand Advisors
Pennsylvania
$19.9M -$2.28M 2 3.48% Reduced
653
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$19.9M -$4.79M 3 0.07% Reduced
654
Whitney & Co
Whitney & Co
New York
$19.8M -$6.11M 3 1.65% Reduced
655
Perigon Wealth Management
Perigon Wealth Management
California
$19.5M -$949K 3 0.35% Reduced
656
AP
Archon Partners
New Jersey
$19.5M $0 1 2.31% Maintained
657
First Horizon Corporation
First Horizon Corporation
Tennessee
$19.4M +$1.51M 7 0.81% Increased
658
AG2R La Mondiale Gestion d'Actifs
AG2R La Mondiale Gestion d'Actifs
France
$19.4M +$2.81M 2 0.88% Increased
659
KTF Investments
KTF Investments
California
$19.4M +$66.7K 2 3.32% Increased
660
Alphadyne Asset Management
Alphadyne Asset Management
New York
$19.3M +$19.9M 4 0.34% Increased
661
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$19.3M -$425K 4 0.46% Reduced
662
MGO One Seven
MGO One Seven
Ohio
$19.2M -$764K 4 0.39% Reduced
663
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$19.1M -$1.66M 5 0.23% Reduced
664
Allied Investment Advisors
Allied Investment Advisors
Montana
$19.1M -$426K 1 2.74% Reduced
665
Portolan Capital Management
Portolan Capital Management
Massachusetts
$19.1M -$3.28M 2 1.01% Reduced
666
Marietta Wealth Management
Marietta Wealth Management
Georgia
$19.1M -$319K 2 2.26% Reduced
667
MVP
Medina Value Partners
California
$19M -$9.42M 1 3.98% Reduced
668
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19M +$1.24M 2 1.7% Increased
669
Vinva Investment Management
Vinva Investment Management
Australia
$18.9M +$6.06M 3 0.23% Increased
670
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$18.9M -$1.44M 1 0.02% Reduced
671
Wolf Hill Capital Management
Wolf Hill Capital Management
Connecticut
$18.8M +$15.5M 1 1.83% New
672
Harbour Trust & Investment Management
Harbour Trust & Investment Management
Indiana
$18.8M +$551K 1 2% Increased
673
Farther Finance Advisors
Farther Finance Advisors
California
$18.8M +$823K 9 0.18% Increased
674
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$18.6M -$1.16M 4 0.28% Reduced
675
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$18.6M +$316K 4 0.21% Increased