← 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
676
MGO One Seven
MGO One Seven
Ohio
$16.8M +$406K 5 0.28% Increased
677
Eastern Bank
Eastern Bank
Massachusetts
$16.8M -$67.5K 3 0.26% Reduced
678
AHB
Abner Herrman & Brock
New Jersey
$16.7M +$189K 1 1.59% Increased
679
RPC
Rossmore Private Capital
Connecticut
$16.7M +$10.8K 3 1.35% Increased
680
ACM
Ararat Capital Management
Connecticut
$16.6M +$12.6M 1 7.8% New
681
FHC
First Horizon Corporation
Tennessee
$16.6M -$807K 7 0.64% Reduced
682
Brookstone Capital Management
Brookstone Capital Management
Illinois
$16.6M -$12.8M 4 0.17% Reduced
683
Global Retirement Partners
Global Retirement Partners
California
$16.4M +$16.2M 8 0.25% New
684
TF
Talbot Financial
Washington
$16.4M +$494K 1 1.21% Increased
685
HFS
Haverford Financial Services
Pennsylvania
$16.4M -$58.5K 1 4.83% Reduced
686
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$16.4M -$1.1M 5 0.2% Reduced
687
JA
JLB & Associates
Michigan
$16.3M +$276K 2 2.18% Increased
688
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$16.3M +$7.28M 2 0.26% Increased
689
MO
McMillan Office
Michigan
$16.3M $0 4 1.87% Maintained
690
Wedbush Securities
Wedbush Securities
California
$16.3M -$433K 4 0.42% Reduced
691
CFO
Cambient Family Office
Michigan
$16.3M +$226K 2 2% Increased
692
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$16.2M -$200K 2 1.93% Reduced
693
Axxcess Wealth Management
Axxcess Wealth Management
California
$16.2M +$496K 3 0.26% Increased
694
RBC
Romano Brothers & Co
Illinois
$16.2M -$164K 2 1.63% Reduced
695
FG
Fiduciary Group
Georgia
$16.1M -$266K 3 1.27% Reduced
696
LBC
Lowe Brockenbrough & Co
Virginia
$16.1M -$316K 3 0.72% Reduced
697
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$16.1M +$79.7K 6 0.19% Increased
698
GAM
Griffin Asset Management
New York
$16M -$269K 2 1.68% Reduced
699
Diversified Trust
Diversified Trust
Tennessee
$15.9M +$1.77M 5 0.26% Increased
700
Graham Capital Management
Graham Capital Management
Connecticut
$15.9M +$6.97M 3 0.29% Increased