← 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
3151	OWA ORBA Wealth Advisors Chicago, Illinois	$439K	+$497K	1	0.38%	New
3152	BWS Buck Wealth Strategies Denver, Colorado	$438K	+$237K	4	0.05%	Increased
3153	SPW Stillwater Private Wealth Glen Mills, Pennsylvania	$438K	+$2.75K	1	0.29%	Increased
3154	SGFG Silver Grove Financial Group Orchard Park, New York	$438K	+$341K	7	0.24%	Increased
3155	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$437K	$0	1	0.08%	Maintained
3156	Aristotle Capital Management Los Angeles, California	$437K	+$50.4K	1	0%	Increased
3157	OCFG O'Connor Financial Group Quincy, Illinois	$437K	+$6.05K	1	0.15%	Increased
3158	LPAM Lodestar Private Asset Management Alamo, California	$436K	-$6.42K	1	0.04%	Reduced
3159	T Tableaux Stockbridge, Massachusetts	$435K	+$25.3K	1	0.18%	Increased
3160	MWML Morrissey Wealth Management, LLC North Haven, Connecticut	$435K	+$432K	1	0.27%	New
3161	FI Finivi Inc Westborough, Massachusetts	$434K	+$183	1	0.22%	Increased
3162	FF Foronjy Financial Santa Barbara, California	$433K	+$114K	1	0.16%	Increased
3163	WAM Wakefield Asset Management Englewood, Colorado	$433K	$0	1	0.1%	Maintained
3164	CG Clarus Group Houston, Texas	$432K	$0	1	0.15%	Maintained
3165	TIP Tandem Investment Partners Bordentown, New Jersey	$432K	$0	1	0.33%	Maintained
3166	SCM Stonebridge Capital Management Los Angeles, California	$431K	$0	1	0.21%	Maintained
3167	IWM Integris Wealth Management Monterey, California	$431K	+$59.6K	1	0.09%	Increased
3168	WCP Wick Capital Partners Wayne, Pennsylvania	$430K	+$58.1K	1	0.07%	Increased
3169	IPW Impact Partnership Wealth Marietta, Georgia	$430K	-$563K	1	0.04%	Reduced
3170	SDH Sloy Dahl & Holst Vancouver, Washington	$430K	$0	1	0.05%	Maintained
3171	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$430K	+$8.8K	1	0.04%	Increased
3172	SP Saranac Partners London,	$429K	-$6.49M	1	0.13%	Reduced
3173	CFS Commonwealth Financial Services Vienna, West Virginia	$429K	+$23.3K	1	0.06%	Increased
3174	CIA Cascade Investment Advisors Oregon City, Oregon	$429K	$0	1	0.23%	Maintained
3175	TPI Trust Point Inc La Crosse, Wisconsin	$426K	-$1.31M	1	0.04%	Reduced