← 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
2801	AIA Arbor Investment Advisors Winston Salem, North Carolina	$676K	+$112K	1	0.08%	Increased
2802	GDP Great Diamond Partners Portland, Maine	$675K	-$917	1	0.12%	Reduced
2803	TA Tectonic Advisors Frisco, Texas	$675K	+$27.3K	1	0.03%	Increased
2804	CWM Cahaba Wealth Management Atlanta, Georgia	$674K	+$3.12K	1	0.04%	Increased
2805	FLP Financial Life Planners Tempe, Arizona	$674K	+$2.57K	3	0.43%	Increased
2806	MWP Madison Wealth Partners Madison, Wisconsin	$673K	+$35.6K	2	0.09%	Increased
2807	SDAM Shulman DeMeo Asset Management Lake Success, New York	$673K	-$15.1K	2	0.13%	Reduced
2808	TIA Traphagen Investment Advisors Oradell, New Jersey	$671K	+$51.5K	1	0.05%	Increased
2809	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$671K	-$11.7K	1	0.17%	Reduced
2810	FCFC First Citizens Financial Corp Mason City, Iowa	$670K	-$6.24K	1	0.28%	Reduced
2811	SFGM Stonebridge Financial Group (Missouri) St. Louis, Missouri	$669K	-$20.7K	1	0.44%	Reduced
2812	ESC Eurizon SLJ Capital London,	$668K	$0	1	0.25%	Maintained
2813	BB Berkshire Bank Pittsfield, Massachusetts	$667K	-$251K	1	0.13%	Reduced
2814	LFA Laraway Financial Advisors Saint Cloud, Minnesota	$667K	+$183	1	0.4%	Increased
2815	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$665K	$0	1	0.22%	Maintained
2816	MP Moment Partners San Francisco, California	$664K	+$12.7K	1	0.12%	Increased
2817	STA Smith Thornton Advisors Huntsville, Alabama	$663K	+$64.6K	2	0.29%	Increased
2818	HB Horizon Bancorp Michigan City, Indiana	$663K	+$9.54K	2	0.31%	Increased
2819	Check Capital Management Costa Mesa, California	$662K	$0	1	0.01%	Maintained
2820	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$662K	+$3.69K	2	0.09%	Increased
2821	MMCM Murphy & Mullick Capital Management Smithtown, New York	$662K	-$6.42K	4	0.41%	Reduced
2822	SCM Sunbeam Capital Management Atlanta, Georgia	$661K	+$16K	1	0.3%	Increased
2823	SIM SummerHaven Investment Management Stamford, Connecticut	$660K	$0	1	0.35%	Maintained
2824	FAL Focused Alpha LLC Denver, Colorado	$660K	-$735K	1	0.17%	Reduced
2825	UWP Uniting Wealth Partners Mission, Kansas	$656K	-$353K	1	0.13%	Reduced