← 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
2676	SIG Brokerage New York	$790K	-$1.68M	2	0.02%	Reduced
2677	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$789K	-$43.8K	3	0.12%	Reduced
2678	MSA Marino Stram & Associates Braintree, Massachusetts	$789K	-$11.6K	1	0.13%	Reduced
2679	SEA Stegent Equity Advisors Houston, Texas	$788K	+$5.19K	1	0.56%	Increased
2680	HWA HHM Wealth Advisors Chattanooga, Tennessee	$785K	+$18.9K	5	0.08%	Increased
2681	GC Globeflex Capital San Diego, California	$785K	+$472K	2	0.1%	Increased
2682	LC Landaas & Company Milwaukee, Wisconsin	$784K	+$370K	2	0.14%	Increased
2683	WAM Westport Asset Management Southport, Connecticut	$783K	$0	1	0.32%	Maintained
2684	ETS ESL Trust Services Rochester, New York	$782K	$0	3	0.13%	Maintained
2685	TDB Thompson David Blair	$781K	-$107K	1	0.39%	Reduced
2686	Annex Advisory Services Brookfield, Wisconsin	$780K	-$152K	2	0.01%	Reduced
2687	Lighthouse Investment Partners Palm Beach Gardens, Florida	$779K	-$7.33M	1	0.02%	Reduced
2688	FFG Frisch Financial Group Melville, New York	$777K	-$59.2K	1	0.13%	Reduced
2689	RCP Rothschild Capital Partners New York	$777K	+$1.1K	1	0.17%	Increased
2690	W WealthCollab Bellevue, Washington	$775K	+$71.8K	3	0.28%	Increased
2691	SAS Spurstone Advisory Services Higganum, Connecticut	$774K	-$47.1K	1	10.58%	Reduced
2692	AWA AGH Wealth Advisors Wichita, Kansas	$774K	-$183	1	0.49%	Reduced
2693	TIP Torray Investment Partners Bethesda, Maryland	$772K	$0	2	0.1%	Maintained
2694	MTIC Missouri Trust & Investment Company Springfield, Missouri	$772K	-$78.2K	1	0.21%	Reduced
2695	NWMG National Wealth Management Group Cincinnati, Ohio	$771K	-$26.7K	1	0.24%	Reduced
2696	GA Greenspring Advisors Towson, Maryland	$771K	+$102K	1	0.04%	Increased
2697	FUBT First United Bank & Trust Oakland, Maryland	$771K	+$15.9K	2	0.22%	Increased
2698	SSA Shepherd Street Advisors Larkspur, California	$770K	+$12.1K	1	0.68%	Increased
2699	CRI Colonial River Investments Midlothian, Virginia	$769K	-$290K	2	0.22%	Reduced
2700	TC TFR Capital Plano, Texas	$768K	+$43.1K	1	0.22%	Increased