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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
1076
Inverness Counsel
Inverness Counsel
New York
$1.38M $0 1 0.12% Maintained
1077
Checchi Capital Advisers
Checchi Capital Advisers
California
$1.38M +$65.7K 2 0.37% Increased
1078
Farmers Trust Company
Farmers Trust Company
Ohio
$1.38M -$73.4K 1 0.5% Reduced
1079
Canal Capital Management
Canal Capital Management
Virginia
$1.37M -$73.4K 1 1.38% Reduced
1080
FFC
First Financial Corp
Indiana
$1.37M -$81.3K 2 0.77% Reduced
1081
RGC
Roberts, Glore & Co
Illinois
$1.36M +$310K 2 1.06% Increased
1082
Forward Management
Forward Management
California
$1.35M -$92.6K 1 0.11% Reduced
1083
SHA
Smith Hayes Advisers
Nebraska
$1.35M -$4.31K 1 0.29% Reduced
1084
Old Mutual Customised Solutions
Old Mutual Customised Solutions
South Africa
$1.35M $0 3 0.36% Maintained
1085
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$1.35M $0 1 0.69% Maintained
1086
Wilkins Investment Counsel
Wilkins Investment Counsel
Massachusetts
$1.34M $0 1 0.51% Maintained
1087
CPR
CSU Producer Resources
Ohio
$1.34M $0 1 11.67% Maintained
1088
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$1.33M +$187K 2 0.32% Increased
1089
LCM
Leisure Capital Management
California
$1.32M -$27.4K 1 1.44% Reduced
1090
Howland Capital Management
Howland Capital Management
Massachusetts
$1.32M +$111K 1 0.14% Increased
1091
Ledyard National Bank
Ledyard National Bank
$1.32M -$57.5K 2 0.25% Reduced
1092
SJIM
St. Johns Investment Management
Florida
$1.32M -$170K 2 1.24% Reduced
1093
MIC
MU Investments Company
Japan
$1.32M -$109K 3 0.71% Reduced
1094
IPC
Independent Portfolio Consultants
Florida
$1.32M +$1.43M 1 0.29% Increased
1095
Kovitz Investment Group
Kovitz Investment Group
Illinois
$1.3M -$37.4K 1 0.08% Reduced
1096
IAA
Ironsides Asset Advisors
North Carolina
$1.3M +$331K 1 0.36% Increased
1097
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$1.29M +$206K 3 0.28% Increased
1098
Personal Capital Advisors
Personal Capital Advisors
California
$1.29M +$232K 1 0.08% Increased
1099
SIC
Schwartz Investment Counsel
Michigan
$1.28M -$16.4M 1 0.1% Reduced
1100
AAM
AR Asset Management
California
$1.28M $0 1 0.57% Maintained