← 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
726	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.67M	-$82.7K	2	0.66%	Reduced
727	AAA Adams Asset Advisors Dallas, Texas	$5.67M	$0	1	0.77%	Maintained
728	ST Spinnaker Trust Portland, Maine	$5.66M	-$4.29K	3	0.71%	Reduced
729	MIC MU Investments Company Tokyo, Japan	$5.63M	+$23.9K	2	4.35%	Increased
730	QIM Quest Investment Management Lake Oswego, Oregon	$5.61M	+$35.8K	1	0.72%	Increased
731	PPCM Pillar Pacific Capital Management Pacifica, California	$5.6M	+$107K	1	0.72%	Increased
732	IAM Integre Asset Management New York	$5.59M	+$1.29M	2	3.73%	Increased
733	PP Prospector Partners Guilford, Connecticut	$5.58M	-$71.7K	1	0.85%	Reduced
734	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$5.57M	-$1.47M	1	4.24%	Reduced
735	TIA Tandem Investment Advisors Charleston, South Carolina	$5.54M	+$313K	1	2.09%	Increased
736	CCT Chemung Canal Trust Elmira, New York	$5.54M	-$6.41M	1	1.26%	Reduced
737	GIM Goelzer Investment Management Carmel, Indiana	$5.53M	-$82.4K	1	0.65%	Reduced
738	CPA Capital Planning Advisors Roseville, California	$5.51M	+$1.11M	2	2.16%	Increased
739	Thompson Siegel & Walmsley Richmond, Virginia	$5.5M	-$35.3K	3	0.07%	Reduced
740	IECM Intrinsic Edge Capital Management Chicago, Illinois	$5.49M	+$5.16M	1	1.08%	New
741	CS Credential Securities Vancouver,	$5.46M	+$739K	1	1.46%	Increased
742	PCM Parsons Capital Management Providence, Rhode Island	$5.44M	-$22.8K	2	0.64%	Reduced
743	Pacer Advisors Malvern, Pennsylvania	$5.44M	+$570K	7	0.48%	Increased
744	MMG Monetary Management Group St Louis, Missouri	$5.42M	+$264K	4	2.28%	Increased
745	CFA Carroll Financial Associates Charlotte, North Carolina	$5.39M	+$4.09M	3	0.61%	Increased
746	CEP Chicago Equity Partners Chicago, Illinois	$5.39M	+$1.58M	3	0.17%	Increased
747	PC Pier Capital Stamford, Connecticut	$5.38M	-$2.85M	1	0.93%	Reduced
748	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$5.36M	+$2.58M	1	1.84%	Increased
749	WA Wheatland Advisors Lancaster, Pennsylvania	$5.36M	-$36.2K	2	4.58%	Reduced
750	Personal Capital Advisors Redwood City, California	$5.35M	+$45.1K	2	0.1%	Increased