← 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
Keeley-Teton Advisors
Keeley-Teton Advisors
Illinois
$6.54M -$1.5M 2 0.87% Reduced
727
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$6.53M +$21.3K 2 0.57% Increased
728
CCC
Chelsea Counsel Company
California
$6.49M +$2.26M 3 3.34% Increased
729
CMH Wealth Management
CMH Wealth Management
New Hampshire
$6.48M +$3.8M 2 2.37% Increased
730
NFG
NewFocus Financial Group
Washington
$6.45M -$1.5K 2 1.9% Reduced
731
MMG
Monetary Management Group
Missouri
$6.45M -$108K 4 2.12% Reduced
732
Segment Wealth Management
Segment Wealth Management
Texas
$6.44M -$242K 2 0.93% Reduced
733
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$6.42M -$72.8K 1 0.44% Reduced
734
Huber Capital Management
Huber Capital Management
California
$6.41M -$2.33M 1 2.11% Reduced
735
WIC
WealthBridge Investment Counsel
Alberta, Canada
$6.4M +$1.17M 2 3.35% Increased
736
GI
Gavea Investimentos
Brazil
$6.4M +$6.42M 1 10.74% New
737
Everett Harris & Co
Everett Harris & Co
California
$6.39M -$356K 2 0.11% Reduced
738
CIA
Covington Investment Advisors
Pennsylvania
$6.37M +$175K 2 1.64% Increased
739
Palisade Capital Management
Palisade Capital Management
New Jersey
$6.37M -$134K 2 0.16% Reduced
740
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$6.35M -$731K 1 0.38% Reduced
741
Voya Financial Advisors
Voya Financial Advisors
Connecticut
$6.34M +$150K 3 0.27% Increased
742
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$6.3M +$2.47M 2 1.5% Increased
743
Empowered Funds
Empowered Funds
Pennsylvania
$6.28M +$5.46M 2 1.2% New
744
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$6.21M +$5.13M 1 0.04% Increased
745
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$6.21M -$2.63M 1 1.13% Reduced
746
APA
American Portfolios Advisors
New York
$6.18M -$169K 6 0.32% Reduced
747
United Services Automobile Association
United Services Automobile Association
Texas
$6.15M +$5.45M 2 0.1% New
748
AssetMark Inc
AssetMark Inc
California
$6.14M -$39.4K 3 0.03% Reduced
749
TCTC Holdings
TCTC Holdings
Texas
$6.14M -$80.7K 2 0.33% Reduced
750
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$6.12M -$40.6M 2 0.2% Reduced