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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
776
Coldstream Capital Management
Coldstream Capital Management
Washington
$4.6M +$379K 2 0.75% Increased
777
Nelson Capital Management
Nelson Capital Management
California
$4.59M -$110K 1 1.6% Reduced
778
MIC
MU Investments Company
Japan
$4.59M -$565K 1 3.44% Reduced
779
Grassi Investment Management
Grassi Investment Management
California
$4.55M +$422K 1 0.83% Increased
780
Mariner
Mariner
Kansas
$4.46M +$460K 2 0.21% Increased
781
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.46M -$258K 3 0.72% Reduced
782
FNBOMD
First National Bank of Mount Dora
Florida
$4.45M -$116K 1 2.63% Reduced
783
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors
New York
$4.44M +$227K 3 1.31% Increased
784
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$4.41M -$18.1M 4 0.06% Reduced
785
HFM
Hartford Financial Management
Connecticut
$4.39M -$170K 3 2.6% Reduced
786
CCC
Cincinnati Casualty Company
Ohio
$4.38M $0 1 4.17% Maintained
787
CVSCT
C.V. Starr & Co Trust
New York
$4.38M $0 1 1.87% Maintained
788
Navellier & Associates
Navellier & Associates
Nevada
$4.37M +$4.36M 1 0.72% New
789
Leavell Investment Management
Leavell Investment Management
Alabama
$4.35M -$84.8K 2 0.6% Reduced
790
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$4.35M +$505K 4 0.07% Increased
791
Strategic Global Advisors
Strategic Global Advisors
California
$4.32M +$569K 1 1.6% Increased
792
First Midwest Bank Trust Division
First Midwest Bank Trust Division
Illinois
$4.31M +$67.5K 2 0.52% Increased
793
Exchange Capital Management
Exchange Capital Management
Michigan
$4.28M +$49.7K 1 1.63% Increased
794
Vision Capital Management
Vision Capital Management
Oregon
$4.28M +$10.5K 1 1.67% Increased
795
TCOT
Trust Company of Toledo
Ohio
$4.26M -$11.5K 2 1.19% Reduced
796
AT
Argent Trust
Texas
$4.25M +$124K 2 1.23% Increased
797
PEAK6 Group
PEAK6 Group
Illinois
$4.24M +$2.52M 6 0.03% Increased
798
Braver Wealth Management
Braver Wealth Management
Massachusetts
$4.2M +$136K 1 0.68% Increased
799
Meag Munich Ergo
Meag Munich Ergo
Germany
$4.2M -$2.01M 1 0.2% Reduced
800
LRPA
L. Roy Papp & Associates
Arizona
$4.2M -$110K 1 0.96% Reduced