← 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
3326	WMWM Wilkins Miller Wealth Management Mobile, Alabama	$216K	+$197K	1	0.15%	New
3327	LWM Lakeridge Wealth Management Mentor, Ohio	$216K	$0	1	0.1%	Maintained
3328	I2I Insight 2811 Inc Chicago, Illinois	$215K	-$1.48K	1	0.1%	Reduced
3329	NCM Noesis Capital Mangement Boca Raton, Florida	$215K	-$9.73K	1	0.04%	Reduced
3330	BZWA Blue Zone Wealth Advisors Los Angeles, California	$215K	+$197K	1	0.05%	New
3331	WCM Warburton Capital Management Tulsa, Oklahoma	$215K	+$137K	1	0.13%	New
3332	CCC Compass Capital Corp Braintree, Massachusetts	$215K	+$182K	1	0.1%	New
3333	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$215K	+$211K	1	0.1%	New
3334	BBW Blue Barn Wealth Orem, Utah	$214K	+$195K	1	0.1%	New
3335	SAM Secure Asset Management Troy, Michigan	$214K	-$18.8K	1	0.04%	Reduced
3336	HI Human Investing Lake Oswego, Oregon	$214K	+$195K	1	0.03%	New
3337	WFG Wills Financial Group Richmond, Virginia	$213K	+$195K	1	0.09%	New
3338	MW Maia Wealth Denver, Colorado	$213K	+$195K	1	0.04%	New
3339	TPF Tribridge Partners Financial Columbia, Maryland	$213K	+$194K	1	0.13%	New
3340	AFO Allie Family Office Miami, Florida	$212K	+$194K	1	0.11%	New
3341	CCA Cooper Capital Advisors Encinitas, California	$212K	+$191K	1	0.2%	New
3342	CWM Centurion Wealth Management Mclean, Virginia	$212K	+$193K	1	0.06%	New
3343	RF Robinswood Financial Kirkland, Washington	$211K	$0	1	0.07%	Maintained
3344	VCWM Vista Cima Wealth Management Surprise, Arizona	$211K	+$193K	1	0.2%	New
3345	BC Bowman & Company Oshkosh, Wisconsin	$210K	-$840K	1	0.09%	Reduced
3346	PCP Perbak Capital Partners London, United Kingdom	$210K	+$192K	1	0.05%	New
3347	Balentine LLC Atlanta, Georgia	$210K	+$191K	1	0.01%	New
3348	KWS Keystone Wealth Services Palm Desert, California	$210K	-$29.8K	1	0.05%	Reduced
3349	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$210K	+$176K	1	0.08%	New
3350	PPG Peak Planning Group Centennial, Colorado	$209K	+$191K	1	0.13%	New