← 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
1001	Capital International Inc Los Angeles, California	$1.95M	-$2.11M	1	0.12%	Reduced
1002	Buckingham Capital Management (Ohio) Dayton, Ohio	$1.95M	+$33.2K	2	0.61%	Increased
1003	City Holding Co Charleston, West Virginia	$1.94M	+$219K	1	1.08%	Increased
1004	Linscomb Wealth Houston, Texas	$1.94M	+$28.3K	1	0.21%	Increased
1005	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.92M	+$827K	3	0.18%	Increased
1006	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$1.92M	-$19.8K	1	0.36%	Reduced
1007	IMS Index Management Solutions Philadelphia, Pennsylvania	$1.91M	+$245	4	0.22%	Increased
1008	AW Alpha Windward Westwood, Massachusetts	$1.9M	+$438K	4	1.34%	Increased
1009	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.9M	$0	1	0.09%	Maintained
1010	FIM Friedberg Investment Management Houston, Texas	$1.9M	-$35.4K	1	0.73%	Reduced
1011	CC Columbia Capital Fullerton, California	$1.87M	+$1.55M	1	2.51%	Increased
1012	BG Bollard Group Boston, Massachusetts	$1.86M	+$17K	2	0.18%	Increased
1013	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.85M	-$78.5K	1	2.07%	Reduced
1014	Old Mutual Customised Solutions Pinelands, South Africa	$1.85M	+$72.4K	3	0.52%	Increased
1015	CK Cohen Klingenstein New York	$1.84M	$0	1	0.32%	Maintained
1016	MBT Monroe Bank & Trust Monroe, Michigan	$1.83M	-$154K	2	0.67%	Reduced
1017	PVWM Point View Wealth Management Summit, New Jersey	$1.82M	-$42.2K	1	1.55%	Reduced
1018	Capital Advantage Walnut Creek, California	$1.81M	$0	2	0.94%	Maintained
1019	J.M. Forbes & Co Boston, Massachusetts	$1.8M	-$5.42K	1	0.45%	Reduced
1020	Stock Yards Bank & Trust Louisville, Kentucky	$1.79M	-$276K	1	0.27%	Reduced
1021	BCM Brown Capital Management Baltimore, Maryland	$1.79M	-$174K	1	0.03%	Reduced
1022	MCM McMillion Capital Management Greensboro, North Carolina	$1.79M	-$77.8K	1	1.05%	Reduced
1023	Duff & Phelps Investment Management Chicago, Illinois	$1.78M	-$71.9K	1	0.03%	Reduced
1024	Highstreet Asset Management London, Ontario, Canada	$1.78M	+$1.71M	1	0.38%	New
1025	TIA Tiemann Investment Advisors Menlo Park, California	$1.77M	-$11.8K	1	1.98%	Reduced