← 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
3226
SWM
Soundmark Wealth Management
Washington
$0 -$210K 0 – Closed
3227
SCA
Southern Capital Advisors
Tennessee
$0 -$244K 0 – Closed
3228
SEP
Southland Equity Partners
Missouri
$0 -$470K 0 – Closed
3229
SLFPAM
St. Louis Financial Planners Asset Management
Missouri
$0 -$1.43M 0 – Closed
3230
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$0 -$1.9M 0 – Closed
3231
SPI
Sutton Place Investors
New York
$0 -$2.39M 0 – Closed
3232
SI
Symmetry Investments
Jersey
$0 -$7.46M 0 – Closed
3233
SPWG
Syntegra Private Wealth Group
Missouri
$0 -$216K 0 – Closed
3234
TAM
Tealwood Asset Management
Minnesota
$0 -$1.57M 0 – Closed
3235
TPSF
Texas Permanent School Fund
Texas
$0 -$59.5M 0 – Closed
3236
TWP
TFO Wealth Partners
Ohio
$0 -$16.7K 0 – Closed
3237
THL
Tillman Hartley LLC
Colorado
$0 -$215K 0 – Closed
3238
TWM
Trueblood Wealth Management
Ohio
$0 -$210K 0 – Closed
3239
UC
Unio Capital
New Jersey
$0 -$451K 0 – Closed
3240
UCMOK
United Capital Management of KS
Kansas
$0 -$4.32M 0 – Closed
3241
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$0 -$16M 0 – Closed
3242
VIG
Vienna Insurance Group
Poland
$0 -$4.23M 0 – Closed
3243
VL
Vima LLC
Michigan
$0 -$321K 0 – Closed
3244
VCP
Vista Capital Partners
Oregon
$0 -$201K 0 – Closed
3245
WA
Waddell & Associates
Tennessee
$0 -$305K 0 – Closed
3246
WWC
Waypoint Wealth Counsel
Georgia
$0 -$282K 0 – Closed
3247
WMP
Wealth Management Partners
Arizona
$0 -$215K 0 – Closed
3248
WMA
West Michigan Advisors
Michigan
$0 -$526K 0 – Closed
3249
XS
XR Securities
Illinois
$0 -$756K 0 – Closed