← 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
1101	MRCM M&R Capital Management Summit, New Jersey	$1.36M	+$21.9K	2	0.32%	Increased
1102	WPC White Pine Capital Bloomington, Minnesota	$1.36M	-$38.1K	1	0.46%	Reduced
1103	I IberiaBank Lafayette, Louisiana	$1.36M	+$60.9K	2	0.76%	Increased
1104	SCM Schnieders Capital Management Pasadena, California	$1.35M	-$147K	1	1%	Reduced
1105	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.35M	-$149K	1	0.9%	Reduced
1106	PCTC Perkins Coie Trust Company Seattle, Washington	$1.33M	+$53.9K	2	1.12%	Increased
1107	BFC Blue Fin Capital Warren, Rhode Island	$1.31M	+$61.7K	3	1.04%	Increased
1108	CCM Condor Capital Management Martinsville, New Jersey	$1.3M	+$15.2K	1	0.36%	Increased
1109	Laird Norton Wetherby Wealth Management San Francisco, California	$1.28M	-$19.1K	2	0.36%	Reduced
1110	BOS Bank of Stockton Stockton, California	$1.28M	-$15.8K	1	0.76%	Reduced
1111	BlueCrest Capital Management St Helier, Jersey	$1.28M	+$1.32M	1	0.05%	New
1112	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$1.28M	+$1.32M	1	0.05%	New
1113	Homrich & Berg Atlanta, Georgia	$1.27M	+$67.7K	2	0.13%	Increased
1114	BS Bessemer Securities New York	$1.27M	-$66.7K	1	0.63%	Reduced
1115	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.27M	-$26.2K	1	1.42%	Reduced
1116	Aristotle Capital Management Los Angeles, California	$1.25M	-$65.4K	1	0.02%	Reduced
1117	BCM Bluefin Capital Management New York	$1.23M	+$1.11M	1	0.07%	Increased
1118	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.23M	-$6.51K	1	0.36%	Reduced
1119	LNB Ledyard National Bank	$1.23M	-$8.71K	2	0.23%	Reduced
1120	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.23M	+$42.2K	1	0.07%	Increased
1121	Northeast Financial Consultants Westport, Connecticut	$1.23M	$0	1	0.67%	Maintained
1122	CAM Columbia Asset Management Ann Arbor, Michigan	$1.22M	$0	1	0.49%	Maintained
1123	CWM Confluence Wealth Management Portland, Oregon	$1.22M	-$51.8K	1	0.82%	Reduced
1124	OMERS Administration Corp Toronto, Ontario, Canada	$1.21M	+$581K	1	0.04%	Increased
1125	HA Hamel Associates Chatham, New Jersey	$1.2M	-$145K	1	0.8%	Reduced