← 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
2851	CWM Consultiva Wealth Management San Juan, Puerto Rico	$7K	+$96	1	0.2%	Increased
2852	EA Evolution Advisers Richmond, Virginia	$7K	$0	1	0.01%	Maintained
2853	IFA Interactive Financial Advisors New Lenox, Illinois	$7K	$0	1	0%	Maintained
2854	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$7K	-$66K	1	0.01%	Reduced
2855	TCWA Ten Capital Wealth Advisors Spokane, Washington	$6K	$0	1	0%	Maintained
2856	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$5K	-$116K	2	0%	Reduced
2857	HWM Horizons Wealth Management Asheville, North Carolina	$5K	+$4.71K	1	0%	New
2858	MIM Macroview Investment Management Bethesda, Maryland	$5K	+$96	1	0.01%	Increased
2859	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$5K	$0	1	0.01%	Maintained
2860	CWM Cedar Wealth Management Walnut Creek, California	$4K	-$4.13K	1	0%	Reduced
2861	PWC PYA Waltman Capital Knoxville, Tennessee	$4K	$0	1	0%	Maintained
2862	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$4K	$0	1	0%	Maintained
2863	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
2864	HWM HighMark Wealth Management St. Paul, Minnesota	$2K	$0	2	0%	Maintained
2865	KFAA Klaas Financial Asset Advisors Loves Park, Illinois	$2K	+$2.4K	1	0%	New
2866	MWC MBM Wealth Consultants Chesterfield, Missouri	$2K	$0	2	0%	Maintained
2867	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.57K	$0	3	0%	Maintained
2868	ADL Asset Dedication LLC San Francisco, California	$1K	-$895K	1	0%	Reduced
2869	BA Bivin & Associates Ponca City, Oklahoma	$1K	$0	1	0%	Maintained
2870	ONST Old North State Trust Greensboro, North Carolina	$288	$0	1	0.26%	Maintained
2871	AWA Aaron Wealth Advisors Chicago, Illinois	$0	-$197K	0	–	Closed
2872	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$511K	0	–	Closed
2873	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$0	-$25.6M	0	–	Closed
2874	AP Advisors Preferred Rockville, Maryland	$0	-$500K	0	–	Closed
2875	AIA AGF Investments America Toronto, Ontario, Canada	$0	-$15.2M	0	–	Closed