← 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
1301
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$1.07M -$67.5K 1 0.31% Reduced
1302
BAM
Bruderman Asset Management
New York
$1.07M +$796K 3 0.29% Increased
1303
PFS
Physicians Financial Services
North Carolina
$1.07M -$7.04K 2 0.9% Reduced
1304
AW
Alpha Windward
Massachusetts
$1.06M +$436K 3 0.68% Increased
1305
Kistler-Tiffany Companies
Kistler-Tiffany Companies
Pennsylvania
$1.06M -$9.09K 2 0.49% Reduced
1306
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.06M +$105K 1 0.32% Increased
1307
WA
WFG Advisors
Texas
$1.06M +$62.6K 4 0.24% Increased
1308
ACM
Ativo Capital Management
Illinois
$1.06M -$1.49M 1 0.29% Reduced
1309
FAG
Financial Advisory Group
Texas
$1.06M $0 1 0.36% Maintained
1310
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$1.06M -$78.6K 1 0.02% Reduced
1311
TT International
TT International
United Kingdom
$1.05M $0 1 0.25% Maintained
1312
Convergence Investment Partners
Convergence Investment Partners
Florida
$1.04M +$1.02M 1 0.15% New
1313
HS
HighVista Strategies
Massachusetts
$1.04M +$242K 3 0.24% Increased
1314
WCBA
Weaver C. Barksdale & Associates
Tennessee
$1.04M -$1.7K 3 1.22% Reduced
1315
CPA
Court Place Advisors
Maryland
$1.04M $0 1 0.49% Maintained
1316
FHC
First Houston Capital
Texas
$1.04M +$23.8K 1 1.04% Increased
1317
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$1.04M +$202K 2 0.47% Increased
1318
SAMC
Spectrum Asset Management (California)
California
$1.03M -$6.02K 1 0.95% Reduced
1319
SAM
Shamrock Asset Management
Texas
$1.02M -$37.4K 2 0.64% Reduced
1320
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$1.02M -$483K 1 0.06% Reduced
1321
Capital Advisors Ltd
Capital Advisors Ltd
Ohio
$1.02M $0 2 0.37% Maintained
1322
Granite Investment Partners
Granite Investment Partners
California
$1.01M -$35.7K 1 0.07% Reduced
1323
Group One Trading
Group One Trading
Illinois
$1M +$265K 3 0.01% Increased
1324
NBC
Neuberger Berman Canada
Ontario, Canada
$998K +$420K 3 0.19% Increased
1325
Beacon Financial Group
Beacon Financial Group
Texas
$996K +$42.5K 1 0.19% Increased