← 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	Huntington National Bank Columbus, Ohio	$97.6M	+$5.49M	8	0.7%	Increased
177	Primecap Management Pasadena, California	$96.8M	-$755K	2	0.08%	Reduced
178	D.A. Davidson & Co Great Falls, Montana	$95.8M	-$351K	3	0.78%	Reduced
179	Woodline Partners San Francisco, California	$92.2M	-$8.2M	3	0.62%	Reduced
180	Capital International Inc Los Angeles, California	$90.7M	+$12.5M	3	1.07%	Increased
181	Crawford Investment Counsel Atlanta, Georgia	$90.3M	-$2.05M	3	1.62%	Reduced
182	Creative Planning Overland Park, Kansas	$89.6M	+$1.35M	8	0.09%	Increased
183	SCM Shapiro Capital Management Atlanta, Georgia	$88.9M	-$19.3M	1	3.02%	Reduced
184	Danske Bank Copenhagen K, Denmark	$88.7M	+$14.6M	1	0.27%	Increased
185	UniSuper Management Melbourne, Victoria, Australia	$88.3M	+$4.36M	3	0.63%	Increased
186	FCI Financial Counselors Inc Overland Park, Kansas	$88.2M	+$621K	2	1.29%	Increased
187	Freestone Grove Partners San Francisco, California	$86.9M	+$93.2M	2	1.07%	New
188	Homestead Advisers Arlington, Virginia	$86.7M	+$3.37M	1	2.09%	Increased
189	Canada Life Winnipeg, Manitoba, Canada	$86.6M	+$607K	7	0.15%	Increased
190	Harding Loevner Bridgewater, New Jersey	$83.8M	-$18.8M	1	0.57%	Reduced
191	M&T Bank Buffalo, New York	$83.6M	-$686K	5	0.28%	Reduced
192	Oppenheimer Asset Management New York	$83.2M	-$4.23M	4	1.01%	Reduced
193	Hudson Bay Capital Management Stamford, Connecticut	$83M	+$76.8M	1	0.29%	Increased
194	Meitav Investment House Bene-Beraq, Israel	$82.7M	-$4.71M	2	1.4%	Reduced
195	AIP ARS Investment Partners New York	$82.7M	-$8.41M	5	7.45%	Reduced
196	AGF Management Toronto, Ontario, Canada	$81.6M	-$6.35M	2	0.41%	Reduced
197	Resona Asset Management Koto-Ku,tokyo, Japan	$80.7M	-$3.5M	4	0.48%	Reduced
198	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$80.6M	+$1.2M	7	0.07%	Increased
199	Osaic Holdings Scottsdale, Arizona	$80.5M	+$3.4M	8	0.18%	Increased
200	Groupama Asset Management Paris, France	$80.4M	+$12.6M	1	1.64%	Increased