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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
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$6.62M +$2.19M 2 0.28% Increased
777
CCC
Chelsea Counsel Company
California
$6.59M -$386K 3 4.07% Reduced
778
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$6.54M -$66.6K 1 2.33% Reduced
779
Keebeck Wealth Management
Keebeck Wealth Management
Illinois
$6.53M +$703K 2 1.26% Increased
780
LCM
LRT Capital Management
Texas
$6.5M +$822K 1 4.43% Increased
781
BFA
Benedict Financial Advisors
Georgia
$6.5M -$46K 1 2.08% Reduced
782
Empirical Finance
Empirical Finance
Pennsylvania
$6.49M +$1.45M 4 0.77% Increased
783
DCM
Dupont Capital Management
Delaware
$6.49M -$5.87M 5 0.38% Reduced
784
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$6.48M -$270K 3 1.89% Reduced
785
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$6.46M +$29K 3 2.25% Increased
786
FIM
Freedom Investment Management
Connecticut
$6.46M -$1.18M 3 0.75% Reduced
787
Executive Wealth Management
Executive Wealth Management
Michigan
$6.46M -$6.52M 1 0.9% Reduced
788
Ledyard National Bank
Ledyard National Bank
$6.44M +$217K 2 0.84% Increased
789
CCB
Cutter & Co Brokerage
Missouri
$6.44M -$210K 3 2.39% Reduced
790
WDA
Wendell David Associates
New Hampshire
$6.4M -$22.6K 3 0.86% Reduced
791
Sky Investment Group
Sky Investment Group
Connecticut
$6.4M +$101K 2 1.66% Increased
792
SC
Stolper & Co
Oklahoma
$6.39M +$41.9K 1 3.15% Increased
793
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$6.38M -$925K 1 0.52% Reduced
794
XML Financial
XML Financial
Maryland
$6.37M +$5.74M 2 0.88% Increased
795
Alerus Financial
Alerus Financial
North Dakota
$6.36M +$950K 1 0.63% Increased
796
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$6.36M +$2.49M 4 0.34% Increased
797
Means Investment Company
Means Investment Company
Maine
$6.31M +$93K 3 1.37% Increased
798
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$6.3M -$1.24M 4 0.24% Reduced
799
PM
Phraction Management
Connecticut
$6.28M -$2.18M 1 4.74% Reduced
800
Bath Savings Trust
Bath Savings Trust
Maine
$6.27M +$58.1K 2 0.87% Increased