← 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	HCP Hexagon Capital Partners Rogers, Arkansas	$243K	-$147K	5	0.05%	Reduced
2727	T Tidemark San Diego, California	$242K	+$26.2K	2	0.14%	Increased
2728	AWP Accretive Wealth Partners Parsippany, New Jersey	$242K	-$5.53K	1	0.11%	Reduced
2729	NI NDVR Inc Boston, Massachusetts	$242K	+$228K	1	0.23%	New
2730	WMA Wealth Management Associates Cherry Hill, New Jersey	$242K	+$226K	1	0.11%	New
2731	JF JSF Financial Los Angeles, California	$241K	$0	1	0.08%	Maintained
2732	WPW Watershed Private Wealth Oak Brook, Illinois	$241K	+$223K	1	0.11%	New
2733	NRI NFP Retirement Inc Aliso Viejo, California	$240K	+$223K	1	0.02%	New
2734	PWM Palumbo Wealth Management Great Neck, New York	$240K	+$222K	1	0.11%	New
2735	HCM Hollencrest Capital Management Newport Beach, California	$239K	+$210	4	0.01%	Increased
2736	DekaBank Deutsche Girozentrale Frankfurt, Germany	$239K	-$104M	1	0%	Reduced
2737	PSCM Per Stirling Capital Management Austin, Texas	$239K	-$4.51K	1	0.04%	Reduced
2738	NWA Navis Wealth Advisors Rye Brook, New York	$239K	-$9.84K	1	0.29%	Reduced
2739	SBF Sara-Bay Financial Sarasota, Florida	$237K	$0	1	0.11%	Maintained
2740	LC Landaas & Company Milwaukee, Wisconsin	$237K	+$1.26K	1	0.08%	Increased
2741	PI Pettee Investors Rowayton, Connecticut	$237K	$0	1	0.1%	Maintained
2742	LCM Landscape Capital Management Englewood, New Jersey	$236K	+$219K	1	0.02%	New
2743	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$236K	-$4.51K	1	0.16%	Reduced
2744	S Sunpointe St. Louis, Missouri	$236K	+$218K	1	0.26%	New
2745	AFG Albion Financial Group Salt Lake City, Utah	$236K	$0	3	0.02%	Maintained
2746	EA Ergawealth Advisors Oak Brook, Illinois	$235K	$0	1	0.13%	Maintained
2747	RI Redwood Investments Boston, Massachusetts	$235K	$0	1	0.07%	Maintained
2748	OFS OneAscent Financial Services Birmingham, Alabama	$235K	-$84.1K	1	0.03%	Reduced
2749	VF VitalStone Financial Shavano Park, Texas	$235K	+$146K	2	0.18%	Increased
2750	PSF Pacific Sun Financial Los Angeles, California	$235K	$0	1	0.14%	Maintained