← 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
2551	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$39K	+$10.5K	2	0.03%	Increased
2552	RBC Roble Belko & Company Sewickley, Pennsylvania	$39K	$0	3	0.01%	Maintained
2553	SL Savior LLC Wellesley Hills, Massachusetts	$39K	-$22.7K	3	0.03%	Reduced
2554	AFS Annapolis Financial Services Annapolis, Maryland	$35K	$0	1	0.01%	Maintained
2555	IPW IronBridge Private Wealth Austin, Texas	$35K	$0	1	0.02%	Maintained
2556	FP Financial Perspectives Minneapolis, Minnesota	$33.3K	$0	1	0.02%	Maintained
2557	HFA Hoover Financial Advisors Malvern, Pennsylvania	$33K	-$4.2K	2	0.01%	Reduced
2558	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$33K	+$32.4K	1	0.25%	New
2559	KIG Kessler Investment Group Columbus, Indiana	$30K	$0	1	0.02%	Maintained
2560	PFA Professional Financial Advisors North Platte, Nebraska	$30K	+$18.6K	1	0.02%	Increased
2561	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$28K	$0	2	0.02%	Maintained
2562	HMS Hanseatic Management Services Albuquerque, New Mexico	$27K	+$135	1	0.05%	Increased
2563	MFA McClarren Financial Advisors State College, Pennsylvania	$26K	+$84	1	0.02%	Increased
2564	IWP IAG Wealth Partners Waukesha, Wisconsin	$25K	-$7.13K	3	0.01%	Reduced
2565	TLFA True Link Financial Advisors San Francisco, California	$25K	+$5.9K	3	0%	Increased
2566	SSC Syverson Strege & Co West Des Moines, Iowa	$23K	$0	1	0.02%	Maintained
2567	MS Mizuho Securities Tokyo, Japan	$21K	+$276	3	0%	Increased
2568	RF Robbins Farley Bedford, New Hampshire	$21K	-$288K	1	0.02%	Reduced
2569	SC Sawyer & Company Boston, Massachusetts	$21K	$0	1	0.01%	Maintained
2570	TCCM Timber Creek Capital Management Boston, Massachusetts	$21K	$0	1	0.01%	Maintained
2571	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$20K	-$7.68K	3	0.01%	Reduced
2572	POIA Pin Oak Investment Advisors Houston, Texas	$20K	$0	1	0.02%	Maintained
2573	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$19K	+$19.1K	1	0%	New
2574	PCA Providence Capital Advisors Charlotte, North Carolina	$19K	-$9.09K	2	0.01%	Reduced
2575	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$18K	+$842	2	0.01%	Increased