← 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
2701	OMIC Old Mission Investment Co Traverse City, Michigan	$202K	+$1.25K	1	0.09%	Increased
2702	GBA Garrison Bradford & Associates New York	$202K	$0	1	0.23%	Maintained
2703	PCWA Pacific Capital Wealth Advisors Corona, California	$202K	$0	1	0.06%	Maintained
2704	SOAMC Spirit of America Management Corp Syosset, New York	$202K	$0	1	0.05%	Maintained
2705	LWM Liberty Wealth Management Oakland, California	$201K	-$1.15K	1	0.08%	Reduced
2706	MCM McRae Capital Management Morristown, New Jersey	$201K	$0	1	0.05%	Maintained
2707	RWM Raffa Wealth Management Washington, District of Columbia	$199K	$0	3	0.09%	Maintained
2708	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$196K	+$8.46K	3	0.03%	Increased
2709	Bogart Wealth LLC Mclean, Virginia	$194K	+$18.3K	4	0.02%	Increased
2710	SWM Sugarloaf Wealth Management Duluth, Georgia	$192K	+$29.3K	2	0.05%	Increased
2711	TA Teramo Advisors Naples, Florida	$191K	+$184K	1	0.13%	New
2712	MIM Meridiem Investment Management London, United Kingdom	$190K	$0	1	0.01%	Maintained
2713	GCP GSA Capital Partners London, United Kingdom	$189K	-$103K	1	0.03%	Reduced
2714	AW Avion Wealth The Woodlands, Texas	$188K	+$4.62K	2	0.06%	Increased
2715	NF Norwood Financial Honesdale, Pennsylvania	$187K	$0	3	0.32%	Maintained
2716	Larson Financial Group St Louis, Missouri	$186K	+$17.5K	4	0.03%	Increased
2717	JC JBF Capital Aspen, Colorado	$179K	-$101K	1	0.04%	Reduced
2718	RA Rise Advisors Rochester, New York	$179K	+$20.2K	3	0.18%	Increased
2719	Edmond de Rothschild Holding Chambesy, Switzerland	$177K	$0	2	0%	Maintained
2720	RP Rowlandmiller & Partners Atlanta, Georgia	$175K	$0	1	0.04%	Maintained
2721	PCG Private Capital Group West Hartford, Connecticut	$174K	+$38.7K	3	0.13%	Increased
2722	WOSD WFA of San Diego San Diego, California	$170K	+$169K	3	0.15%	New
2723	MCM Magnolia Capital Management Cold Spring, New York	$168K	$0	1	0.16%	Maintained
2724	Credit Agricole Montrouge Cedex, France	$165K	-$101K	1	0%	Reduced
2725	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$163K	+$96	4	0.07%	Increased