← 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
2651	BCM BluePath Capital Management Atlanta, Georgia	$86.8K	+$103K	1	0.08%	New
2652	RF Robinswood Financial Kirkland, Washington	$84K	$0	1	0.04%	Maintained
2653	BAM Byrne Asset Management Kingston, New Jersey	$83K	-$1.43M	2	0.07%	Reduced
2654	Hillsdale Investment Management Toronto, Ontario, Canada	$81.8K	-$291K	1	0.01%	Reduced
2655	CFS CGC Financial Services Lake Oswego, Oregon	$79.3K	$0	2	0.06%	Maintained
2656	Vaughan Nelson Investment Management Houston, Texas	$79K	$0	1	0%	Maintained
2657	RA Rise Advisors Rochester, New York	$78.7K	+$18.2K	3	0.06%	Increased
2658	FPF First Pacific Financial Vancouver, Washington	$78.7K	$0	1	0.04%	Maintained
2659	LWA Lowe Wealth Advisors Columbia, Maryland	$78.7K	-$17.4K	2	0.04%	Reduced
2660	GFL Granite FO LLC Bedford, New Hampshire	$76.4K	-$42.8K	2	0.05%	Reduced
2661	VCM Versant Capital Management Phoenix, Arizona	$75.9K	-$6.74K	5	0.02%	Reduced
2662	FWA FSC Wealth Advisors Fishkill, New York	$75.5K	$0	3	0.08%	Maintained
2663	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$75.3K	-$2.21K	3	0.06%	Reduced
2664	AFS Annapolis Financial Services Annapolis, Maryland	$75K	+$7.19K	2	0.02%	Increased
2665	QPBE Quintet Private Bank (Europe) Luxembourg	$74.2K	-$336K	1	0.01%	Reduced
2666	RF Robbins Farley Bedford, New Hampshire	$73K	+$4.28K	2	0.05%	Increased
2667	MCA Maryland Capital Advisors Chester, Maryland	$72.9K	$0	2	0.06%	Maintained
2668	SFG Steward Financial Group Colleyville, Texas	$72K	+$12.9K	6	0.02%	Increased
2669	MS Mizuho Securities Tokyo, Japan	$70.4K	+$70.3K	1	0.33%	New
2670	FIA FNY Investment Advisers New York	$70K	+$68.5K	2	0.04%	Increased
2671	OCM Orion Capital Management Coronado, California	$68.3K	+$81.2K	2	0.04%	New
2672	FRA Front Row Advisors Tiburon, California	$65K	+$23.1K	2	0.03%	Increased
2673	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$60.2K	$0	2	0.06%	Maintained
2674	SVCP Silicon Valley Capital Partners San Jose, California	$60.2K	-$328K	2	0.01%	Reduced
2675	ME McIlrath & Eck Arlington, Washington	$59.6K	-$7.91K	4	0.01%	Reduced