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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
1201
Grimes & Company
Grimes & Company
Massachusetts
$1.04M -$94.8K 1 0.27% Reduced
1202
Chilton Investment Company
Chilton Investment Company
Connecticut
$1.04M -$1.83M 1 0.04% Reduced
1203
CIM
CIM Investment Management
Pennsylvania
$1.03M -$28K 1 0.52% Reduced
1204
HighTower Trust
HighTower Trust
Texas
$1.03M $0 1 0.14% Maintained
1205
MHIM
MacNealy Hoover Investment Management
Ohio
$1.03M -$66.5K 1 0.9% Reduced
1206
LVM Capital Management
LVM Capital Management
Michigan
$1.03M -$261K 2 0.33% Reduced
1207
JEW
Jamison Eaton & Wood
New Jersey
$1.03M -$29.2K 1 0.28% Reduced
1208
Halsey Associates
Halsey Associates
Connecticut
$1.02M -$106K 2 0.22% Reduced
1209
RGC
Roberts, Glore & Co
Illinois
$1.01M -$25.6K 2 0.69% Reduced
1210
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$1.01M +$147 1 0.08% Increased
1211
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.01M $0 2 0.11% Maintained
1212
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$1M +$25.4K 1 0.16% Increased
1213
ECAM
East Coast Asset Management
Massachusetts
$1M $0 1 0.55% Maintained
1214
CBN
Cadence Bank NA
Texas
$1M +$323K 1 0.54% Increased
1215
Hilltop Holdings
Hilltop Holdings
Texas
$996K -$32.5K 2 0.46% Reduced
1216
Manchester Capital Management
Manchester Capital Management
Vermont
$991K -$13.6K 3 0.13% Reduced
1217
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$983K -$9.6K 2 0.55% Reduced
1218
IIM
Ironwood Investment Management
Massachusetts
$981K -$28K 2 0.16% Reduced
1219
GIS
Guardian Investor Services
New York
$977K -$43.2K 3 0.75% Reduced
1220
Eagle Global Advisors
Eagle Global Advisors
Texas
$975K $0 2 0.02% Maintained
1221
RH
Rayner & Haynor
California
$975K -$3.73K 1 0.74% Reduced
1222
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$964K +$143K 5 0.24% Increased
1223
CIBC Bank USA
CIBC Bank USA
Illinois
$956K +$69.1K 1 0.18% Increased
1224
EML
Eos Management LP
New York
$942K $0 1 0.26% Maintained
1225
LWM
Lyons Wealth Management
Florida
$942K +$134K 1 0.84% Increased