← 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
2876	CPG Custom Portfolio Group Englewood, Colorado	$187K	$0	2	0.15%	Maintained
2877	SC Stephens Consulting Flint, Michigan	$186K	+$22.7K	2	0.05%	Increased
2878	WOSD WFA of San Diego San Diego, California	$186K	+$192K	3	0.17%	New
2879	HCP Hexagon Capital Partners Rogers, Arkansas	$186K	-$46.9K	4	0.04%	Reduced
2880	WWP WR Wealth Planners Columbia, Missouri	$184K	+$11.4K	5	0.06%	Increased
2881	FMP Financial Management Professionals Austin, Texas	$183K	+$89.9K	4	0.03%	Increased
2882	RP Rowlandmiller & Partners Atlanta, Georgia	$181K	$0	1	0.04%	Maintained
2883	B Birchbrook Bangor, Maine	$179K	+$216	3	0.11%	Increased
2884	SWM Sugarloaf Wealth Management Duluth, Georgia	$176K	-$33.5K	2	0.04%	Reduced
2885	CWM Cedar Wealth Management Walnut Creek, California	$176K	+$64.6K	2	0.06%	Increased
2886	CFM Catalyst Funds Management Sydney NSW, Australia	$174K	-$7.71M	3	0.05%	Reduced
2887	FFL Financial Freedom LLC Cincinnati, Ohio	$173K	+$931	2	0.1%	Increased
2888	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$172K	$0	3	0.08%	Maintained
2889	DekaBank Deutsche Girozentrale Frankfurt, Germany	$171K	-$25K	1	0%	Reduced
2890	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$169K	$0	3	0.07%	Maintained
2891	LJHT Laurie J. Hall Trustee	$167K	$0	2	0.06%	Maintained
2892	JEST JTC Employer Solutions Trustee St Helier, Jersey	$165K	$0	1	0.01%	Maintained
2893	CYG Clean Yield Group Norwich, Vermont	$163K	-$4.34K	1	0.06%	Reduced
2894	PIS POM Investment Strategies Raleigh, North Carolina	$162K	+$19.4K	1	0.13%	Increased
2895	SNB Security National Bank Omaha, Nebraska	$161K	$0	1	0.02%	Maintained
2896	MIM Meridiem Investment Management London, United Kingdom	$161K	-$38.8K	1	0%	Reduced
2897	EWP Elevation Wealth Partners Santa Rosa, California	$160K	-$1.34K	1	0.08%	Reduced
2898	RA Ransom Advisory Providence, Rhode Island	$159K	$0	3	0.08%	Maintained
2899	TFA Toth Financial Advisory Leesburg, Virginia	$156K	-$4.51K	3	0.02%	Reduced
2900	PAG Paladin Advisory Group Clive, Iowa	$154K	$0	2	0.12%	Maintained