← 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	SAM Strategic Asset Management Rochester, Minnesota	$110K	$0	3	0.19%	Maintained
2677	FMP Financial Management Professionals Austin, Texas	$109K	-$26.5K	4	0.03%	Reduced
2678	BWS BCR Wealth Strategies Vestavia, Alabama	$108K	$0	1	0.11%	Maintained
2679	CMF Counterpoint Mutual Funds San Diego, California	$107K	-$110K	1	0.26%	Reduced
2680	NC NewSquare Capital Newtown Square, Pennsylvania	$107K	-$100K	1	0.01%	Reduced
2681	ACM Adalta Capital Management New York	$106K	$0	1	0.08%	Maintained
2682	CWA Clearview Wealth Advisors Salem, Oregon	$106K	+$40.5K	2	0.08%	Increased
2683	HWA HHM Wealth Advisors Chattanooga, Tennessee	$106K	-$123K	3	0.03%	Reduced
2684	RF Robbins Farley Bedford, New Hampshire	$106K	+$10.6K	2	0.09%	Increased
2685	CAM Columbia Asset Management Ann Arbor, Michigan	$104K	+$115K	1	0.03%	New
2686	DI Disciplined Investments Tulsa, Oklahoma	$101K	+$721	7	0.05%	Increased
2687	CCA Column Capital Advisors Indianapolis, Indiana	$98K	+$14.2K	4	0.02%	Increased
2688	TCM Tradewinds Capital Management Bellingham, Washington	$96K	$0	1	0.04%	Maintained
2689	BIA Bell Investment Advisors Oakland, California	$95K	+$5.43K	6	0.03%	Increased
2690	MS Mizuho Securities Tokyo, Japan	$92K	-$172K	3	0.03%	Reduced
2691	OCM Orion Capital Management Coronado, California	$90K	+$22.6K	1	0.07%	Increased
2692	GAG Goodman Advisory Group Needham, Massachusetts	$88K	$0	1	0.05%	Maintained
2693	MCM Manchester Capital Management Manchester, Vermont	$88K	+$3K	3	0.02%	Increased
2694	AFS Annapolis Financial Services Annapolis, Maryland	$84K	+$24.5K	3	0.03%	Increased
2695	PPWM PFG Private Wealth Management Lutz, Florida	$84K	+$1.15K	3	0.06%	Increased
2696	AIM Axiom Investment Management New York	$83K	+$86K	2	0.17%	New
2697	MCA Maryland Capital Advisors Chester, Maryland	$80K	$0	2	0.08%	Maintained
2698	VCM Versant Capital Management Phoenix, Arizona	$80K	-$22.1K	6	0.03%	Reduced
2699	BA Bellwether Advisors Lincoln, Nebraska	$79K	+$29.5K	3	0.03%	Increased
2700	SIC SJS Investment Consulting Sylvania, Ohio	$77K	+$85.5K	7	0.03%	New