← 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
2626	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$268K	-$1.37K	2	0.11%	Reduced
2627	HUB Investment Partners Austin, Texas	$267K	+$267K	1	0.04%	New
2628	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$267K	+$6.27K	1	0.2%	Increased
2629	DIP Davis Investment Partners Charlotte, North Carolina	$267K	-$3.23K	1	0.13%	Reduced
2630	VBFG Vishria Bird Financial Group Memphis, Tennessee	$267K	$0	1	0.16%	Maintained
2631	TFA Teamwork Financial Advisors San Antonio, Texas	$267K	-$74K	1	0.04%	Reduced
2632	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$266K	+$7.64K	1	0.1%	Increased
2633	BP BBR Partners New York	$266K	-$8.62K	1	0.03%	Reduced
2634	VWMG Virginia Wealth Management Group Virginia Beach, Virginia	$266K	$0	1	0.18%	Maintained
2635	SC Steph & Co Marinette, Wisconsin	$266K	$0	2	0.15%	Maintained
2636	C Certuity North Palm Beach, Florida	$266K	-$7.26K	1	0.03%	Reduced
2637	AIA Alera Investment Advisors Deerfield, Illinois	$264K	+$2.06K	1	0.06%	Increased
2638	NWA Navis Wealth Advisors Rye Brook, New York	$263K	$0	1	0.24%	Maintained
2639	IWP Invenio Wealth Partners Coral Gables, Florida	$263K	+$263K	1	0.3%	New
2640	OFS OneAscent Financial Services Birmingham, Alabama	$262K	+$262K	1	0.12%	New
2641	BO Bank OZK Little Rock, Arkansas	$262K	-$70K	1	0.12%	Reduced
2642	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$260K	+$49.9K	1	0.07%	Increased
2643	GM GeoWealth Management Chicago, Illinois	$260K	-$2.15K	1	0.03%	Reduced
2644	SCM Spreng Capital Management Bucyrus, Ohio	$260K	+$7.34K	1	0.2%	Increased
2645	Journey Strategic Wealth Summit, New Jersey	$260K	-$276K	1	0.01%	Reduced
2646	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$259K	-$98	1	0.13%	Reduced
2647	Vise Technologies New York	$259K	-$176K	1	0.06%	Reduced
2648	SPP Single Point Partners Boston, Massachusetts	$259K	-$321K	1	0.36%	Reduced
2649	GWM Greenhouse Wealth Management Westport, Connecticut	$258K	$0	1	0.23%	Maintained
2650	NC NinePointTwo Capital Los Angeles, California	$258K	-$264K	1	0.1%	Reduced