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 |
Funds holding | Growth | Growth % |
Fund value |
|
|---|---|---|---|---|---|---|
| 1 |
1
RTX Corp
RTX
$251B
| 1,368 | -8 | -0.6% | $78.7B |
|
| 2 |
2
Northrop Grumman
NOC
$70.4B
| 628 | +5 | +0.8% | $22.9B |
|
| 3 |
3
L3Harris
LHX
$44.2B
| 457 | -21 | -4% | $5.83B |
|
| 4 |
4
NewMarket
NEU
$8.19B
| 238 | -1 | -0.4% | $2.83B |
|
| 5 |
5
Olin
OLN
$1.71B
| 230 | -22 | -9% | $1.81B |
|
| 6 |
AJRD
6
DELISTED
Aerojet Rocketdyne Holdings
AJRD
| 141 | -17 | -11% | $985M |
|
| 7 |
7
National Presto Industries
NPK
$1.04B
| 106 | +3 | +3% | $209M |
|
| 8 |
8
Kratos Defense & Security Solutions
KTOS
$7.38B
| 97 | -5 | -5% | $194M |
|
| 9 |
9
Elbit Systems
ESLT
$32.9B
| 63 | +6 | +11% | $151M |
|
| 10 |
10
First Breach Inc
FBDT
$46.4M
| – | – | – | – |
|
| 11 |
11
Ralliant Corp
RAL
$7.73B
| – | – | – | – |
|