← 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	RHBC R.H. Bluestein & Co Birmingham, Michigan	$978K	+$16.8K	2	0.07%	Increased
1177	MRCM M&R Capital Management Summit, New Jersey	$976K	-$151K	2	0.27%	Reduced
1178	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$972K	+$28.4K	1	1.67%	Increased
1179	1GA 1st Global Advisors Dallas, Texas	$965K	+$29.9K	2	0.15%	Increased
1180	DMC Drexel Morgan & Co Radnor, Pennsylvania	$964K	+$115K	1	1.24%	Increased
1181	LMAM Legg Mason Asset Management Tokyo, Japan	$963K	+$972K	1	0.97%	New
1182	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$963K	+$120K	1	2.58%	Increased
1183	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$957K	+$21.4K	1	0.88%	Increased
1184	PSI Pinnacle Summer Investments Fairfax, Virginia	$954K	+$569K	2	0.16%	Increased
1185	QCMC Quantum Capital Management (California) San Francisco, California	$948K	-$325K	1	0.15%	Reduced
1186	KL KWMG LLC Overland Park, Kansas	$947K	+$31.9K	2	0.71%	Increased
1187	JGC J. Goldman & Co New York	$944K	+$1.19M	1	0.08%	New
1188	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$939K	+$17.7K	1	0.44%	Increased
1189	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$933K	+$17.1K	1	0.68%	Increased
1190	Mairs & Power Inc St Paul, Minnesota	$927K	$0	1	0.01%	Maintained
1191	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$924K	+$245K	3	0.31%	Increased
1192	BCA Bray Capital Advisors Naples, Florida	$920K	-$202K	1	0.58%	Reduced
1193	HCM Horan Capital Management Hunt Valley, Maryland	$916K	-$63.6K	1	0.27%	Reduced
1194	IP Interval Partners New York	$909K	-$3.64M	1	0.12%	Reduced
1195	CCM Catapult Capital Management New York	$907K	-$1.73M	1	0.34%	Reduced
1196	HBK Sorce Advisory Erie, Pennsylvania	$907K	+$183K	2	0.29%	Increased
1197	ACS Archford Capital Strategies Swansea, Illinois	$898K	-$412K	2	0.67%	Reduced
1198	ABP Arthur B. Page	$898K	-$1.26M	1	0.95%	Reduced
1199	Highbridge Capital Management New York	$891K	+$1.12M	2	0.01%	New
1200	NCM Newland Capital Management New York	$890K	-$3.67M	1	0.81%	Reduced