← 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	WAG Winthrop Advisory Group Boston, Massachusetts	$285K	+$2.22K	1	0.04%	Increased
2552	EWM Elite Wealth Management Kirkland, Washington	$284K	$0	1	0.02%	Maintained
2553	SWM SFG Wealth Management Towson, Maryland	$284K	+$79	1	0.19%	Increased
2554	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$283K	-$35K	1	0.1%	Reduced
2555	HA HFG Advisors Cincinatti, Ohio	$282K	+$265K	1	0.27%	New
2556	EMAM Encompass More Asset Management Danville, California	$282K	+$251K	1	0.32%	New
2557	OFS OneAscent Financial Services Birmingham, Alabama	$281K	+$44.9K	1	0.03%	Increased
2558	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$281K	-$24K	2	0.08%	Reduced
2559	LS Leelyn Smith Geneva, Illinois	$281K	+$264K	1	0.06%	New
2560	WWP Walden Wealth Partners Beachwood, Ohio	$280K	+$280K	1	0.18%	New
2561	TIM Tortoise Investment Management White Plains, New York	$279K	-$4.43K	4	0.04%	Reduced
2562	CBOR Community Bank of Raymore Raymore, Missouri	$277K	-$10.1K	1	0.12%	Reduced
2563	National Philanthropic Trust Jenkintown, Pennsylvania	$277K	+$260K	1	0.01%	New
2564	MF Meridian Financial Holliston, Massachusetts	$277K	+$23.7K	1	0.22%	Increased
2565	Candriam SCA Strassen, Luxembourg, Luxembourg	$275K	+$30.9K	1	0%	Increased
2566	LHC Little House Capital Braintree, Massachusetts	$272K	+$256K	1	0.1%	New
2567	FFG Fortem Financial Group Palm Desert, California	$271K	-$411K	1	0.13%	Reduced
2568	ACP Aveo Capital Partners Englewood, Colorado	$271K	-$46.7K	1	0.03%	Reduced
2569	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$271K	+$1.01K	1	0.13%	Increased
2570	EFG Everhart Financial Group Dublin, Ohio	$270K	+$254K	1	0.1%	New
2571	RW Rede Wealth Charlottesville, Virginia	$270K	+$2.45K	1	0.13%	Increased
2572	SCM Shapiro Capital Management Atlanta, Georgia	$270K	$0	1	0.01%	Maintained
2573	ABLA Alan B. Lancz & Associates Toledo, Ohio	$269K	-$11.7K	1	0.28%	Reduced
2574	BCM Buckhead Capital Management Atlanta, Georgia	$268K	+$1.66K	1	0.1%	Increased
2575	IPW Invictus Private Wealth Denver, Colorado	$267K	-$3.4K	1	0.03%	Reduced