← 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
1176
Atria Investments
Atria Investments
North Carolina
$1.16M -$67.3K 3 0.12% Reduced
1177
WA
WFG Advisors
Texas
$1.16M +$123K 5 0.22% Increased
1178
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$1.14M -$112K 1 0.15% Reduced
1179
IRS
Invictus RG (Singapore)
Singapore
$1.13M +$101K 4 1.18% Increased
1180
PWM
ParenteBeard Wealth Management
Pennsylvania
$1.13M -$14.1K 1 0.5% Reduced
1181
Chilton Capital Management
Chilton Capital Management
Texas
$1.12M +$671K 1 0.11% Increased
1182
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$1.12M $0 1 0.01% Maintained
1183
CP
Camelot Portfolios
Ohio
$1.11M -$11.7K 1 0.71% Reduced
1184
WCM
Wunderlich Capital Managemnt
Tennessee
$1.11M +$17.3K 1 1.01% Increased
1185
Beese Fulmer Investment Management
Beese Fulmer Investment Management
Ohio
$1.1M $0 2 0.36% Maintained
1186
ZCM
Zebra Capital Management
Connecticut
$1.09M +$398K 1 0.42% Increased
1187
Appleton Partners
Appleton Partners
Massachusetts
$1.08M +$25.1K 1 0.25% Increased
1188
Palisade Capital Management
Palisade Capital Management
New Jersey
$1.08M +$70.2K 1 0.03% Increased
1189
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$1.08M -$298K 1 0.61% Reduced
1190
RIM
Regent Investment Management
Kentucky
$1.07M $0 1 0.53% Maintained
1191
Azzad Asset Management
Azzad Asset Management
Virginia
$1.07M +$3.95K 2 0.64% Increased
1192
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$1.06M +$347K 5 0.64% Increased
1193
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.06M +$1.08M 2 0.12% New
1194
WEC
Winslow Evans & Crocker
Massachusetts
$1.06M +$16.9K 4 0.35% Increased
1195
Spinnaker Trust
Spinnaker Trust
Maine
$1.06M -$58.5K 2 0.17% Reduced
1196
WIS
Wright Investors Service
Connecticut
$1.05M +$249K 2 0.48% Increased
1197
Brighton Jones LLC
Brighton Jones LLC
Washington
$1.05M +$87.9K 1 0.24% Increased
1198
FAG
Financial Advisory Group
Texas
$1.05M -$21.6K 1 0.6% Reduced
1199
AIC
Atlantic Investment Company
Georgia
$1.05M $0 1 0.9% Maintained
1200
FSC
Fiduciary Services Corp
Georgia
$1.04M -$5.89K 1 0.39% Reduced