← 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
776
BTC Capital Management
BTC Capital Management
Iowa
$7.21M +$113K 1 1.03% Increased
777
Penn Capital Management
Penn Capital Management
Pennsylvania
$7.2M +$7.14M 1 0.76% New
778
Stockman Wealth Management
Stockman Wealth Management
Montana
$7.19M -$129K 1 2.55% Reduced
779
Connable Office Inc
Connable Office Inc
Michigan
$7.14M -$74.2K 2 1.22% Reduced
780
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$7.12M +$1.6M 1 0.02% Increased
781
M Holdings Securities
M Holdings Securities
Oregon
$7.08M -$216K 1 2.07% Reduced
782
DSC
Duncker Streett & Co
Missouri
$7.08M +$1.6M 2 1.48% Increased
783
PP
Prospector Partners
Connecticut
$7.07M +$77.8K 1 0.99% Increased
784
HFM
Hartford Financial Management
Connecticut
$7.05M -$251K 2 2.2% Reduced
785
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$7.04M +$237K 4 0.7% Increased
786
FQ
First Quadrant
California
$7.04M +$3.21M 3 0.59% Increased
787
Port Capital
Port Capital
Illinois
$7M -$124K 2 0.77% Reduced
788
Prospera Financial Services
Prospera Financial Services
Texas
$6.97M +$3.37M 3 0.54% Increased
789
SST
S Squared Technology
New York
$6.97M -$2.05M 1 5.73% Reduced
790
J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors
Massachusetts
$6.96M +$11.8K 1 2.01% Increased
791
WIA
Wealthstreet Investment Advisors
Texas
$6.93M -$50.3K 1 0.81% Reduced
792
Estabrook Capital Management
Estabrook Capital Management
New York
$6.9M -$167K 3 1.04% Reduced
793
IMA Advisory Services
IMA Advisory Services
Colorado
$6.9M -$346K 3 2.56% Reduced
794
HighTower Trust
HighTower Trust
Texas
$6.88M +$1.01M 1 0.85% Increased
795
WhitTier Trust Company
WhitTier Trust Company
Nevada
$6.83M +$247K 3 0.44% Increased
796
Carret Asset Management
Carret Asset Management
New York
$6.8M +$79.7K 2 0.99% Increased
797
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$6.8M +$20.6K 3 0.3% Increased
798
MPAM
Monarch Partners Asset Management
Massachusetts
$6.79M -$1.01M 1 1.51% Reduced
799
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$6.79M -$118K 2 0.2% Reduced
800
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$6.76M -$26.3M 3 0.13% Reduced