← 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
2476	JEST JTC Employer Solutions Trustee St Helier, Jersey	$140K	+$138K	1	0.02%	New
2477	TCM Tradewinds Capital Management Bellingham, Washington	$139K	$0	2	0.03%	Maintained
2478	SWM Sugarloaf Wealth Management Duluth, Georgia	$137K	-$8.84K	2	0.04%	Reduced
2479	AFG Albion Financial Group Salt Lake City, Utah	$136K	+$134K	3	0.01%	New
2480	RTC Riverview Trust Company Vancouver, Washington	$135K	$0	2	0.14%	Maintained
2481	SC Solstein Capital Menlo Park, California	$133K	+$720	3	0.16%	Increased
2482	PP PrairieView Partners St. Paul, Minnesota	$132K	-$5.05K	1	0.02%	Reduced
2483	TI tru Independence Portland, Oregon	$128K	-$571K	2	0.04%	Reduced
2484	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$124K	+$12.1K	3	0.05%	Increased
2485	Bogart Wealth LLC Mclean, Virginia	$123K	$0	2	0.01%	Maintained
2486	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$123K	$0	3	0.14%	Maintained
2487	FI FormulaFolio Investments Grand Rapids, Michigan	$118K	$0	3	0.04%	Maintained
2488	MAM McCarthy Asset Management Redwood Shores, California	$117K	+$14.1K	2	0.08%	Increased
2489	GIA Goodwin Investment Advisory Woodstock, Georgia	$116K	+$63.5K	1	0.13%	Increased
2490	HRC Hoertkorn Richard Charles	$116K	$0	1	0.05%	Maintained
2491	PWP Personal Wealth Partners Bloomington, Minnesota	$116K	+$114K	3	0.05%	New
2492	PCM Pinz Capital Management New York	$114K	+$8.71K	1	0.03%	Increased
2493	BMD Better Money Decisions Santa Fe, New Mexico	$112K	+$636	2	0.1%	Increased
2494	DI Disciplined Investments Tulsa, Oklahoma	$112K	+$34.1K	4	0.06%	Increased
2495	ACM Adalta Capital Management New York	$111K	$0	1	0.06%	Maintained
2496	VCM Versant Capital Management Phoenix, Arizona	$111K	-$39.4K	6	0.04%	Reduced
2497	EWM Elmwood Wealth Management Berkeley, California	$110K	$0	1	0.06%	Maintained
2498	Storebrand Asset Management Lysaker, Norway	$109K	-$89.6K	1	0%	Reduced
2499	FWM FFT Wealth Management Philadelphia, Pennsylvania	$109K	+$108K	1	0.02%	New
2500	VC Vestor Capital Chicago, Illinois	$109K	$0	1	0.01%	Maintained