← 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	VWM Valley Wealth Managers Paramus, New Jersey	$59.5K	-$42.8K	2	0.01%	Reduced
2677	EL EMFO LLC Weston, Florida	$57K	$0	1	0.05%	Maintained
2678	LJHT Laurie J. Hall Trustee	$54K	$0	1	0.02%	Maintained
2679	TC Tacita Capital Toronto, Ontario, Canada	$54K	$0	1	0.04%	Maintained
2680	FSWA Financial Synergies Wealth Advisors Houston, Texas	$53.5K	-$10.3K	2	0.01%	Reduced
2681	TWP TFO Wealth Partners Maumee, Ohio	$50.9K	+$12K	5	0.01%	Increased
2682	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$50.9K	+$1.88K	3	0.02%	Increased
2683	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$50.7K	$0	1	0.04%	Maintained
2684	RCG Rock Creek Group Washington, District of Columbia	$50K	-$115K	1	0.01%	Reduced
2685	PBK Peoples Bank (Kansas) Pratt, Kansas	$49.6K	+$52.4K	1	0.04%	New
2686	JCP JB Capital Partners Armonk, New York	$49.3K	$0	1	0.01%	Maintained
2687	CPG Cornerstone Planning Group Fairfield, New Jersey	$49K	-$8.71K	3	0.02%	Reduced
2688	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$48.7K	+$942	2	0.02%	Increased
2689	Close Asset Management London, United Kingdom	$46K	+$19.8K	2	0%	Increased
2690	PCA Providence Capital Advisors Charlotte, North Carolina	$45.7K	+$35.1K	2	0.01%	Increased
2691	IFS Intelligent Financial Strategies Excelsior, Minnesota	$45.5K	$0	1	0.03%	Maintained
2692	LFA Level Financial Advisors East Amherst, New York	$45.4K	-$3K	2	0.03%	Reduced
2693	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$44.2K	$0	1	0.03%	Maintained
2694	Legacy Financial Group (Iowa) Des Moines, Iowa	$43.7K	+$50.8K	3	0.01%	New
2695	Edmond de Rothschild Holding Chambesy, Switzerland	$41.8K	$0	1	0%	Maintained
2696	HMS Hanseatic Management Services Albuquerque, New Mexico	$41.4K	+$41.1K	1	0.08%	New
2697	GC GFG Capital Miami, Florida	$41.4K	+$41.3K	1	0.01%	New
2698	DFA DHJJ Financial Advisors Naperville, Illinois	$41.3K	+$44.5K	2	0.02%	New
2699	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$41.2K	+$37.2K	1	0.02%	Increased
2700	ICM Intrepid Capital Management Jacksonville Beach, Florida	$41.2K	$0	2	0.03%	Maintained