← 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
1276	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$728K	+$200K	2	0.09%	Increased
1277	MLIM Mountain Lake Investment Management Boca Raton, Florida	$726K	+$716K	1	0.46%	New
1278	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$723K	+$3.75K	1	0.15%	Increased
1279	SAS Spectrum Advisory Services Atlanta, Georgia	$721K	$0	1	0.25%	Maintained
1280	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$716K	+$725K	1	0.29%	New
1281	1GA 1st Global Advisors Dallas, Texas	$714K	-$573	2	0.11%	Reduced
1282	NPF Norris Perne & French Grand Rapids, Michigan	$709K	+$5.89K	2	0.13%	Increased
1283	DIA Denver Investment Advisors Denver, Colorado	$707K	$0	2	0.02%	Maintained
1284	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$706K	-$121K	1	0.54%	Reduced
1285	OMERS Administration Corp Toronto, Ontario, Canada	$706K	+$694K	1	0.02%	New
1286	WTB Washington Trust Bank Spokane, Washington	$701K	-$69.2K	3	0.14%	Reduced
1287	CC Capital Counsel New York	$699K	-$1.62K	1	0.04%	Reduced
1288	DIA Dean Investment Associates Beavercreek, Ohio	$699K	-$2.06M	1	0.16%	Reduced
1289	PVH Psagot Value Holdings Tel Aviv, Israel	$699K	+$10.1K	2	0.02%	Increased
1290	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$688K	-$44.9K	2	0.26%	Reduced
1291	TCB Texas Capital Bancshares Dallas, Texas	$674K	-$104K	1	0.42%	Reduced
1292	DTL Dynamic Technology Lab Singapore	$670K	+$517K	3	0.32%	Increased
1293	PAA Peregrine Asset Advisers Portland, Oregon	$667K	-$3.88K	2	0.6%	Reduced
1294	BTNA Bremer Trust National Association St. Cloud, Minnesota	$664K	-$9.72K	1	0.23%	Reduced
1295	AB AT Bancorp Dubuque, Iowa	$660K	+$3.83K	1	0.2%	Increased
1296	BCM Barometer Capital Management Toronto, Ontario, Canada	$658K	+$667K	1	0.12%	New
1297	SignatureFD Atlanta, Georgia	$653K	+$61.4K	5	0.23%	Increased
1298	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$648K	+$325K	2	0.33%	Increased
1299	BB Bell Bank Fargo, North Dakota	$646K	-$210K	1	0.45%	Reduced
1300	BCM Buckhead Capital Management Atlanta, Georgia	$639K	-$71.9K	1	0.09%	Reduced