← 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
2776	LSA Lansing Street Advisors Ambler, Pennsylvania	$92K	+$85.3K	2	0.06%	New
2777	CAM Costello Asset Management Feasterville, Pennsylvania	$90K	+$30.8K	2	0.06%	Increased
2778	Close Asset Management London, United Kingdom	$89K	$0	2	0%	Maintained
2779	GGI Godsey & Gibb Inc Richmond, Virginia	$89K	$0	1	0.03%	Maintained
2780	CA Centerpoint Advisors Needham, Massachusetts	$87K	-$5.31K	2	0.04%	Reduced
2781	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$84.2K	$0	2	0.04%	Maintained
2782	OCM Orion Capital Management Coronado, California	$84K	+$9.38K	1	0.05%	Increased
2783	CWA Clearview Wealth Advisors Salem, Oregon	$81K	$0	1	0.05%	Maintained
2784	DWP Destiny Wealth Partners Tavares, Florida	$81K	+$379	2	0.02%	Increased
2785	TWP TFO Wealth Partners Maumee, Ohio	$80K	+$76K	2	0.02%	New
2786	ED Exane Derivatives Paris, France	$79.7K	-$5.78K	3	0.02%	Reduced
2787	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$78K	+$74.8K	1	0.08%	New
2788	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$75K	+$95	2	0.07%	Increased
2789	BA Bellwether Advisors Lincoln, Nebraska	$74K	$0	2	0.02%	Maintained
2790	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$74K	$0	2	0.06%	Maintained
2791	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$73K	+$69.7K	2	0.09%	New
2792	WFA West Financial Advisors Des Moines, Iowa	$73K	$0	1	0.02%	Maintained
2793	AFS Annapolis Financial Services Annapolis, Maryland	$70K	$0	3	0.02%	Maintained
2794	NICM Neo Ivy Capital Management New York	$68K	-$594K	2	0.06%	Reduced
2795	RBC Roble Belko & Company Sewickley, Pennsylvania	$68K	+$21.1K	2	0.01%	Increased
2796	JCP JB Capital Partners Armonk, New York	$67K	$0	1	0.02%	Maintained
2797	SIC SJS Investment Consulting Sylvania, Ohio	$65K	+$34.6K	2	0.02%	Increased
2798	LFA Level Financial Advisors East Amherst, New York	$64K	+$95	1	0.05%	Increased
2799	IFS Intelligent Financial Strategies Excelsior, Minnesota	$63K	$0	1	0.06%	Maintained
2800	CQS Credential Qtrade Securities Vancouver,	$62K	$0	1	0%	Maintained