← 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
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$5.82M +$4.07M 1 0.45% Increased
677
CPIM
Columbia Partners Investment Management
Virginia
$5.82M +$4.26M 2 0.43% Increased
678
Palladium Partners
Palladium Partners
Virginia
$5.81M -$152K 2 0.53% Reduced
679
First Allied Advisory Services
First Allied Advisory Services
California
$5.8M -$66.6K 5 0.32% Reduced
680
MCM
Matarin Capital Management
New York
$5.79M +$510K 1 0.79% Increased
681
AFWA
Ancora Family Wealth Advisors
Ohio
$5.78M +$1.3M 3 2.19% Increased
682
Nippon Life Insurance
Nippon Life Insurance
Japan
$5.78M +$716K 2 0.15% Increased
683
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$5.74M +$369K 1 1.6% Increased
684
Quadrature Capital
Quadrature Capital
United Kingdom
$5.74M +$5.59M 3 0.43% New
685
Sky Investment Group
Sky Investment Group
Connecticut
$5.74M +$14.3K 1 2.72% Increased
686
LKIM
Lawson Kroeker Investment Management
Nebraska
$5.74M -$54.7K 1 1.9% Reduced
687
Guinness Asset Management
Guinness Asset Management
United Kingdom
$5.74M +$1.29M 1 1.57% Increased
688
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$5.69M -$3.2K 1 0.95% Reduced
689
HVIA
Hudson Valley Investment Advisors
New York
$5.68M +$203K 3 1.82% Increased
690
Stadion Money Management
Stadion Money Management
Georgia
$5.64M +$39.1K 2 0.19% Increased
691
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$5.63M -$10K 1 1.8% Reduced
692
SST
S Squared Technology
New York
$5.58M +$2.91M 1 5.85% Increased
693
CO
Caldwell & Orkin
Georgia
$5.58M -$316K 1 2.42% Reduced
694
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$5.58M -$1.18M 3 0.02% Reduced
695
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$5.56M +$354K 1 2.44% Increased
696
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$5.56M -$397K 1 1.41% Reduced
697
Maple Capital Management
Maple Capital Management
Vermont
$5.54M -$154K 1 2.03% Reduced
698
CapWealth Advisors
CapWealth Advisors
Tennessee
$5.51M +$33.4K 1 1.35% Increased
699
Pier Capital
Pier Capital
Connecticut
$5.51M +$196K 1 1% Increased
700
P
Pitcairn
Pennsylvania
$5.49M +$221K 3 0.7% Increased