← 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
2726	HIM Hotaling Investment Management Wayne, Pennsylvania	$246K	-$1.69K	1	0.11%	Reduced
2727	AIM Axiom Investment Management New York	$246K	+$148K	1	0.64%	Increased
2728	THL Tillman Hartley LLC Denver, Colorado	$246K	+$235K	1	0.11%	New
2729	Capula Management Grand Cayman, Cayman Islands	$245K	-$5.28M	1	0%	Reduced
2730	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$244K	-$69.4K	1	0.06%	Reduced
2731	BFA Buttonwood Financial Advisors Baltimore, Maryland	$244K	$0	1	0.21%	Maintained
2732	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$244K	$0	2	1.39%	Maintained
2733	Fenimore Asset Management Cobleskill, New York	$244K	+$228K	1	0.01%	New
2734	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$244K	$0	1	0.03%	Maintained
2735	BP BBR Partners New York	$244K	+$227K	1	0.03%	New
2736	BHWM Beaird Harris Wealth Management Dallas, Texas	$243K	-$2.92K	2	0.05%	Reduced
2737	AW Apricus Wealth Beaufort, South Carolina	$242K	+$226K	1	0.22%	New
2738	SBF Sara-Bay Financial Sarasota, Florida	$242K	$0	1	0.14%	Maintained
2739	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$242K	+$261K	1	0.06%	New
2740	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$241K	+$224K	1	0.11%	New
2741	PFG Prosperity Financial Group San Ramon, California	$240K	+$260K	1	0.26%	New
2742	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$240K	+$75.2K	2	0.07%	Increased
2743	Mondrian Investment Partners London, United Kingdom	$240K	$0	1	0.01%	Maintained
2744	SHFA SC&H Financial Advisors Sparks, Maryland	$240K	+$522	1	0.1%	Increased
2745	TIM Tortoise Investment Management White Plains, New York	$240K	-$1.32K	4	0.04%	Reduced
2746	CMF Counterpoint Mutual Funds San Diego, California	$239K	+$108K	1	0.25%	Increased
2747	CCP Clarkston Capital Partners Rochester, Michigan	$239K	+$223K	1	0%	New
2748	JFA JNBA Financial Advisors Bloomington, Minnesota	$238K	-$10.3K	4	0.03%	Reduced
2749	LA Lifeworks Advisors Grand Rapids, Michigan	$238K	-$1.32K	1	0.13%	Reduced
2750	&Partners Nashville, Tennessee	$238K	+$221K	1	0.12%	New