← 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
3076	PA PharVision Advisers Boca Raton, Florida	$218K	+$228K	1	0.18%	New
3077	WCM Weik Capital Management Wyomissing, Pennsylvania	$218K	-$41.1K	1	0.09%	Reduced
3078	ACP Arcus Capital Partners Atlanta, Georgia	$218K	-$2.66K	1	0.07%	Reduced
3079	RFA Rollins Financial Advisors New York City, New York	$217K	$0	1	0.03%	Maintained
3080	Perpetual Ltd Sydney, New South Wales, Australia	$216K	$0	1	0%	Maintained
3081	CCP Clarkston Capital Partners Rochester, Michigan	$216K	+$226K	1	0%	New
3082	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$216K	$0	2	0.12%	Maintained
3083	IWA Inspirion Wealth Advisors Libertyville, Illinois	$215K	$0	1	0.03%	Maintained
3084	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$214K	+$21.6K	1	0.05%	Increased
3085	HAM Hickory Asset Management Concord, Ohio	$214K	+$223K	1	0.18%	New
3086	FA Fountainhead AM Warren, New Jersey	$214K	+$15.7K	1	0.04%	Increased
3087	Capula Management Grand Cayman, Cayman Islands	$214K	+$223K	1	0%	New
3088	HIA HTG Investment Advisors New Canaan, Connecticut	$214K	$0	1	0.1%	Maintained
3089	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$214K	$0	1	0.41%	Maintained
3090	WA WESPAC Advisors Orinda, California	$213K	-$964K	1	0.16%	Reduced
3091	IAP Indie Asset Partners Carmel, Indiana	$213K	$0	1	0.17%	Maintained
3092	PP Patron Partners Houston, Texas	$213K	+$27.2K	1	0.12%	Increased
3093	Foster Group West Des Moines, Iowa	$213K	+$222K	1	0.01%	New
3094	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$212K	$0	1	0.1%	Maintained
3095	WB West Bancorporation West Des Moines, Iowa	$212K	-$8.63K	1	0.14%	Reduced
3096	RFA Resurgent Financial Advisors Atlanta, Georgia	$212K	+$14.6K	1	0.12%	Increased
3097	IPWA International Private Wealth Advisors San Diego, California	$211K	+$220K	1	0.21%	New
3098	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$210K	+$19.5K	4	0.08%	Increased
3099	ERIC Eagle Rock Investment Company Atlanta, Georgia	$210K	$0	1	0.03%	Maintained
3100	GC GMT Capital Atlanta, Georgia	$210K	+$204K	1	0.01%	New