← 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
1376
Gilman Hill Asset Management
Gilman Hill Asset Management
Connecticut
$623K +$176K 2 0.29% Increased
1377
TC
TFS Capital
Pennsylvania
$614K -$1.63M 1 0.06% Reduced
1378
WOC
West Oak Capital
California
$611K +$26.1K 3 0.45% Increased
1379
Koshinski Asset Management
Koshinski Asset Management
Illinois
$607K +$3.3K 1 0.38% Increased
1380
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$605K -$46.5K 1 0.25% Reduced
1381
Fukoku Mutual Life Insurance
Fukoku Mutual Life Insurance
Japan
$603K $0 2 0.1% Maintained
1382
PGCM
Prescott Group Capital Management
Oklahoma
$599K $0 1 0.12% Maintained
1383
AT Bancorp
AT Bancorp
Iowa
$598K -$10.9K 1 0.15% Reduced
1384
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$598K +$21.6K 1 0.09% Increased
1385
MPAM
Murphy Pohlad Asset Management
Minnesota
$598K $0 1 0.45% Maintained
1386
ARMC
American Research & Management Company
Massachusetts
$596K -$13.1K 2 0.24% Reduced
1387
Intrust Bank
Intrust Bank
Kansas
$596K -$299K 1 0.21% Reduced
1388
SKK
Shepherd Kaplan Krochuk
Massachusetts
$593K $0 1 0.11% Maintained
1389
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$581K $0 1 0.26% Maintained
1390
CIC
Cornercap Investment Counsel
Georgia
$580K +$396K 1 0.1% Increased
1391
SVA Wealth Management
SVA Wealth Management
Wisconsin
$579K -$19.7K 2 0.11% Reduced
1392
TC
TradeLink Capital
Illinois
$578K -$597K 2 0.86% Reduced
1393
GLI
Guardian Life Insurance
New York
$578K +$5.18K 3 0.05% Increased
1394
Washington Trust Bank
Washington Trust Bank
Washington
$575K -$1.9K 5 0.14% Reduced
1395
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$574K $0 1 0.11% Maintained
1396
Boothbay Fund Management
Boothbay Fund Management
New York
$571K +$583K 2 0.23% New
1397
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$570K -$11.4K 1 0.11% Reduced
1398
Financial Architects (New Jersey)
Financial Architects (New Jersey)
New Jersey
$566K +$15.6K 4 0.2% Increased
1399
ALPS Advisors
ALPS Advisors
Colorado
$563K +$9.04K 1 0% Increased
1400
MV Capital Management
MV Capital Management
Maryland
$561K +$44.4K 4 0.23% Increased