← 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
701
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$5.86M -$2.24M 3 0.62% Reduced
702
Murphy Capital Management
Murphy Capital Management
New Jersey
$5.84M -$134K 3 0.85% Reduced
703
Buckingham Capital Management (Ohio)
Buckingham Capital Management (Ohio)
Ohio
$5.79M +$796K 1 1.15% Increased
704
DSC
Duncker Streett & Co
Missouri
$5.78M +$478K 2 1.26% Increased
705
Lyell Wealth Management
Lyell Wealth Management
California
$5.77M -$2.56M 2 1.08% Reduced
706
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
$5.76M -$162K 2 0.68% Reduced
707
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$5.76M +$84.5K 2 1.93% Increased
708
M
MOTCO
Texas
$5.76M +$647K 3 0.46% Increased
709
SM
SG3 Management
Puerto Rico
$5.76M +$4.85M 3 0.21% Increased
710
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$5.75M -$1.21M 1 0.38% Reduced
711
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$5.73M -$106K 3 0.77% Reduced
712
IRF
IBM Retirement Fund
New York
$5.67M +$1.6M 3 0.49% Increased
713
World Asset Management
World Asset Management
Michigan
$5.67M -$10.2K 3 0.59% Reduced
714
Old Mission Capital
Old Mission Capital
Illinois
$5.64M +$5.37M 1 0.45% Increased
715
Old National Bancorp
Old National Bancorp
Indiana
$5.63M -$1.9M 3 0.27% Reduced
716
Cigna Investments
Cigna Investments
Connecticut
$5.57M -$1.26M 3 0.54% Reduced
717
Advisory Services Network
Advisory Services Network
Georgia
$5.56M +$50.3K 7 0.26% Increased
718
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$5.55M +$44.9K 3 0.28% Increased
719
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$5.55M +$5.88M 3 0.9% New
720
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$5.54M -$1.35M 3 0.61% Reduced
721
AssetMark Inc
AssetMark Inc
California
$5.53M +$499K 3 0.04% Increased
722
Everett Harris & Co
Everett Harris & Co
California
$5.53M +$208K 2 0.11% Increased
723
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$5.51M +$1.02M 1 0.56% Increased
724
RWA
Ropes Wealth Advisors
Massachusetts
$5.48M -$223K 4 1.06% Reduced
725
Cadence Bank
Cadence Bank
Mississippi
$5.46M +$113K 1 1.07% Increased