← 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
3101	CA Cannon Advisors Charlotte, North Carolina	$209K	$0	1	0.18%	Maintained
3102	AIP Almanack Investment Partners Wayne, Pennsylvania	$208K	$0	1	0.03%	Maintained
3103	ACM AUA Capital Management Camp Hill, Pennsylvania	$208K	$0	1	0.13%	Maintained
3104	FGWP Founders Grove Wealth Partners Richmond, Virginia	$208K	+$223K	1	0.06%	New
3105	IWB Innovative Wealth Building California, Maryland	$208K	+$223K	1	0.19%	New
3106	WMA Wealth Management Associates Cherry Hill, New Jersey	$208K	-$230K	1	0.09%	Reduced
3107	RP Rowlandmiller & Partners Atlanta, Georgia	$208K	$0	1	0.04%	Maintained
3108	FMP Financial Management Professionals Austin, Texas	$207K	+$4.62K	4	0.03%	Increased
3109	AWA Alta Wealth Advisors Woburn, Massachusetts	$207K	+$121	1	0.09%	Increased
3110	AWP Abacus Wealth Partners Santa Monica, California	$207K	-$25.6K	1	0.03%	Reduced
3111	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$207K	$0	1	0.02%	Maintained
3112	STB S&T Bank Indiana, Pennsylvania	$207K	+$216K	2	0.07%	New
3113	LWM LongView Wealth Management Atlanta, Georgia	$206K	-$1.81K	1	0.06%	Reduced
3114	BF Brogan Financial Knoxville, Tennessee	$206K	+$1.01K	1	0.1%	Increased
3115	TWM Trueblood Wealth Management Lima, Ohio	$206K	$0	1	0.1%	Maintained
3116	BWG Balanced Wealth Group Westlake, Ohio	$206K	$0	1	0.09%	Maintained
3117	CCA Carrera Capital Advisors Troy, Michigan	$206K	+$14.3K	1	0.05%	Increased
3118	MW Members Wealth Media, Pennsylvania	$205K	+$196K	1	0.15%	New
3119	CM Cercano Management Bellevue, Washington	$205K	$0	1	0.01%	Maintained
3120	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$205K	+$214K	1	0.11%	New
3121	CPL CAP Partners LLC Franklin, Tennessee	$205K	-$3.62K	1	0.14%	Reduced
3122	BRM Boston Research & Management Manchester, Massachusetts	$205K	$0	1	0.05%	Maintained
3123	SIC Sterling Investment Counsel Buffalo, New York	$205K	-$211K	1	0.14%	Reduced
3124	RIA Realta Investment Advisors Wilmington, Delaware	$204K	-$28.3K	1	0.08%	Reduced
3125	NA Nautilus Advisors La Jolla, California	$204K	+$213K	1	0.16%	New