← 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
3476	BA Bellwether Advisors Lincoln, Nebraska	$74.7K	+$5.2K	4	0.01%	Increased
3477	RWM RMG Wealth Management Platteville, Wisconsin	$73.5K	+$1.46M	1	0.01%	New
3478	PPA Painted Porch Advisors Santa Barbara, California	$72K	$0	3	0.03%	Maintained
3479	TIM Total Investment Management Scottsdale, Arizona	$68K	+$62.3K	4	0.01%	New
3480	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$67.6K	+$62.9K	4	0.03%	New
3481	FP Financial Perspectives Minneapolis, Minnesota	$66.9K	$0	2	0.02%	Maintained
3482	RTL Red Tortoise LLC Atlanta, Georgia	$65.5K	$0	4	0.03%	Maintained
3483	MCA Maryland Capital Advisors Chester, Maryland	$61.5K	$0	2	0.02%	Maintained
3484	PWS Peterson Wealth Services South Ogden, Utah	$61.5K	-$347K	3	0.02%	Reduced
3485	Close Asset Management London, United Kingdom	$61K	-$7.05M	2	0%	Reduced
3486	HAP Harbor Asset Planning Belmont, Massachusetts	$60.5K	+$56K	3	0.06%	New
3487	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$59.3K	+$54.3K	3	0.03%	New
3488	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$59K	+$21K	1	0.01%	Increased
3489	AIM Arcadia Investment Management Kalamazoo, Michigan	$57K	+$57.9K	1	0.01%	New
3490	SIC SJS Investment Consulting Sylvania, Ohio	$56.4K	-$8.17K	6	0.01%	Reduced
3491	LWA Lowe Wealth Advisors Columbia, Maryland	$55.6K	$0	3	0.02%	Maintained
3492	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$52.9K	+$2.61K	2	0.02%	Increased
3493	VWM Vermillion Wealth Management Rosemount, Minnesota	$51.2K	-$26.6K	2	0.02%	Reduced
3494	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$51.1K	$0	1	0.01%	Maintained
3495	CMP Coston McIsaac & Partners Bar Harbor, Maine	$51K	$0	2	0.01%	Maintained
3496	BCWM Ball & Co Wealth Management Franklin, Tennessee	$50K	+$492	1	0.05%	Increased
3497	PHK Point72 Hong Kong Hong Kong	$48.7K	+$50.4K	1	0%	New
3498	Raiffeisen Bank International Vienna, Austria	$48.6K	-$19.1K	1	0%	Reduced
3499	GIM Generali Investments Management Ljubljana, Slovenia	$46.5K	+$47.3K	1	0.01%	New
3500	PWA Principia Wealth Advisory Dallas, Texas	$46.2K	+$32.7K	6	0.04%	Increased