← 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	AP Advisor Partners Walnut Creek, California	$7.37M	+$76.1K	3	0.55%	Increased
677	Bailard Foster City, California	$7.36M	-$105K	3	0.34%	Reduced
678	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$7.33M	+$85.9K	2	1.14%	Increased
679	Dai-ichi Life Insurance Company Tokyo, Japan	$7.32M	-$14.9M	3	0.11%	Reduced
680	AMG National Trust Bank Greenwood Village, Colorado	$7.3M	-$5.81M	2	0.26%	Reduced
681	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$7.29M	$0	1	1.7%	Maintained
682	WhitTier Trust Company Reno, Nevada	$7.28M	+$31.1K	3	0.36%	Increased
683	IGGA Iron Gate Global Advisors Nsl, Utah	$7.24M	+$6.66M	1	2.67%	New
684	ROC Running Oak Capital Edina, Minnesota	$7.24M	-$160K	2	2.42%	Reduced
685	CCM Cinctive Capital Management New York	$7.22M	+$1.48M	2	0.59%	Increased
686	QS Investors New York	$7.22M	+$42.8K	3	0.09%	Increased
687	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$7.17M	-$153K	3	1.51%	Reduced
688	Ameritas Investment Partners Lincoln, Nebraska	$7.15M	+$1.58M	8	0.33%	Increased
689	BFG Berger Financial Group Plymouth, Minnesota	$7.15M	+$7.05M	2	1.25%	New
690	AP Appleton Partners Boston, Massachusetts	$7.15M	+$272K	2	0.7%	Increased
691	CB Cadence Bank Tupelo, Mississippi	$7.14M	+$331K	1	1.12%	Increased
692	CHAM Clear Harbor Asset Management Stamford, Connecticut	$7.1M	+$725K	2	1.02%	Increased
693	HWM Hohimer Wealth Management Seattle, Washington	$7.1M	-$87.6K	3	1.88%	Reduced
694	Jacobs Levy Equity Management Florham Park, New Jersey	$7.09M	+$1.15M	1	0.06%	Increased
695	LDB Lee, Danner & Bass Nashville, Tennessee	$7.07M	-$512	2	0.75%	Reduced
696	IRF IBM Retirement Fund Armonk, New York	$7.06M	+$593K	3	0.49%	Increased
697	Acadian Asset Management Boston, Massachusetts	$7.04M	-$240K	5	0.03%	Reduced
698	LS Leelyn Smith Geneva, Illinois	$7.01M	+$176K	3	2.24%	Increased
699	DSC Duncker Streett & Co St. Louis, Missouri	$7.01M	+$372K	2	1.36%	Increased
700	SSB Sandy Spring Bank Olney, Maryland	$6.93M	-$294K	3	0.42%	Reduced