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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
751
Dakota Wealth Management
Dakota Wealth Management
Florida
$14.2M -$214K 4 0.27% Reduced
752
SignatureFD
SignatureFD
Georgia
$14.1M -$277K 9 0.19% Reduced
753
LW
Linscomb Wealth
Texas
$14.1M -$941K 2 0.61% Reduced
754
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$14.1M -$954K 4 0.26% Reduced
755
FFP
FourThought Financial Partners
Florida
$14.1M +$614K 2 1.09% Increased
756
Empirical Finance
Empirical Finance
Pennsylvania
$14M +$649K 4 0.58% Increased
757
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$13.9M +$959K 5 0.07% Increased
758
CNBTD
Citizens National Bank Trust Department
Mississippi
$13.9M +$3K 4 2.05% Increased
759
YIA
YHB Investment Advisors
Connecticut
$13.9M +$314K 3 0.89% Increased
760
SPC
Spirepoint Private Client
Florida
$13.9M +$1.1M 4 1.12% Increased
761
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.8M -$47.9K 4 0.13% Reduced
762
ITC
Inspire Trust Company
Nevada
$13.8M +$1.47M 1 1.89% Increased
763
SWA
SFMG Wealth Advisors
Texas
$13.7M -$70.2K 2 0.82% Reduced
764
Atria Investments
Atria Investments
North Carolina
$13.6M -$15M 5 0.14% Reduced
765
GAMMA Investing
GAMMA Investing
California
$13.6M +$29.5K 9 0.51% Increased
766
MGIA
Matthew Goff Investment Advisor
Texas
$13.5M -$174K 1 2.29% Reduced
767
RFM
Royal Fund Management
Florida
$13.5M -$971K 1 1.13% Reduced
768
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$13.5M $0 1 0.26% Maintained
769
Summit Financial
Summit Financial
New Jersey
$13.5M +$1.63M 3 0.15% Increased
770
ST
Somerset Trust
Pennsylvania
$13.4M +$63.2K 2 3.79% Increased
771
PCM
Parsons Capital Management
Rhode Island
$13.4M -$19.5M 4 0.61% Reduced
772
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$13.4M -$289K 3 0.47% Reduced
773
CFM
Catalyst Funds Management
Australia
$13.3M +$5.02M 3 0.75% Increased
774
CC
Courier Capital
New York
$13.3M +$143K 3 0.67% Increased
775
AAIM
American Assets Investment Management
California
$13.3M $0 2 0.81% Maintained