← 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
176	SEI Investments Oaks, Pennsylvania	$99.9M	+$2.55M	7	0.22%	Increased
177	Treasurer of the State of North Carolina Raleigh, North Carolina	$99.2M	+$1.22M	5	0.58%	Increased
178	Mitsubishi UFJ Asset Management Tokyo, Japan	$97.9M	+$9.51M	6	0.53%	Increased
179	M&T Bank Buffalo, New York	$97.3M	-$1.72M	5	0.43%	Reduced
180	United Capital Financial Advisors Irving, Texas	$97M	+$541K	3	0.49%	Increased
181	Aviva London, United Kingdom	$96.6M	-$6.76M	2	0.42%	Reduced
182	Susquehanna International Group Bala Cynwyd, Pennsylvania	$95.8M	-$10.5M	7	0.01%	Reduced
183	Osaic Holdings Scottsdale, Arizona	$93.8M	+$1.26M	9	0.2%	Increased
184	Cambiar Investors Denver, Colorado	$92.9M	+$6.59M	2	2.99%	Increased
185	Congress Asset Management Boston, Massachusetts	$92.2M	+$2.17M	4	0.77%	Increased
186	Voloridge Investment Management Jupiter, Florida	$90.6M	-$72.5M	6	0.63%	Reduced
187	First Manhattan New York	$90.3M	+$11.5M	4	0.33%	Increased
188	GQG Partners Ft. Lauderdale, Florida	$89.8M	-$342M	1	0.26%	Reduced
189	GIP Granite Investment Partners El Segundo, California	$87.6M	+$98.3K	3	2.7%	Increased
190	Cincinnati Insurance Fairfield, Ohio	$87.4M	$0	1	1.77%	Maintained
191	AIG American International Group New York	$87.4M	-$2.75M	8	0.3%	Reduced
192	Lazard Asset Management New York	$86.9M	-$1.71M	6	0.1%	Reduced
193	Rafferty Asset Management New York	$86.7M	+$9.79M	6	0.55%	Increased
194	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$86.5M	+$1.7M	3	1.91%	Increased
195	Vontobel Asset Management New York	$86.4M	-$6.11M	1	0.44%	Reduced
196	Rothschild & Co Asset Management US Stamford, Connecticut	$85.1M	+$2.62M	2	1.01%	Increased
197	Stephens Investment Management Group Houston, Texas	$84.3M	-$3.35M	3	1.15%	Reduced
198	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$83.5M	+$16.9M	6	1.52%	Increased
199	Comerica Bank Dallas, Texas	$83.3M	-$3.84M	9	0.5%	Reduced
200	Bradley Foster & Sargent Hartford, Connecticut	$82.1M	+$23.4M	3	1.92%	Increased