← 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
3551	CFS CGC Financial Services Lake Oswego, Oregon	$144K	$0	3	0.04%	Maintained
3552	TC Tacita Capital Toronto, Ontario, Canada	$144K	$0	2	0.09%	Maintained
3553	TCM TruNorth Capital Management Kalamazoo, Michigan	$143K	+$22K	1	0.03%	Increased
3554	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$142K	+$5.13K	7	0.04%	Increased
3555	WW Winnow Wealth Waco, Texas	$142K	+$40.8K	5	0.11%	Increased
3556	Capula Management Grand Cayman, Cayman Islands	$140K	+$25.9K	1	0%	Increased
3557	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$137K	+$127K	2	0.03%	New
3558	WI Wahed Invest New York	$135K	+$800	1	0.02%	Increased
3559	EWM Evolution Wealth Management Fort Myers, Florida	$134K	-$13.1K	1	0.14%	Reduced
3560	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$133K	+$5.59K	2	0.07%	Increased
3561	ME McIlrath & Eck Arlington, Washington	$129K	-$2.95K	6	0.01%	Reduced
3562	AAG Accordant Advisory Group Annapolis, Maryland	$128K	+$31K	1	0.09%	Increased
3563	HC Hurley Capital New York	$127K	+$12K	4	0.07%	Increased
3564	BCM Boreal Capital Management Miami, Florida	$126K	-$621	1	0.1%	Reduced
3565	OAJ Ogorek Anthony Joseph Williamsville, New York	$126K	+$771	3	0.04%	Increased
3566	SA Strategic Advocates Logan, Utah	$126K	+$93K	2	0.03%	New
3567	WAG Wiser Advisor Group Phoenix, Arizona	$124K	+$115K	1	0.15%	New
3568	VWA VSM Wealth Advisory Hunt Valley, Maryland	$117K	+$466	3	0.04%	Increased
3569	CIA Cape Investment Advisory Mcdonough, Georgia	$117K	-$228K	3	0.11%	Reduced
3570	AIM Arcadia Investment Management Kalamazoo, Michigan	$113K	+$62.3K	1	0.02%	Increased
3571	HIA HFM Investment Advisors Glassboro, New Jersey	$112K	+$266	7	0.05%	Increased
3572	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$110K	$0	1	0%	Maintained
3573	VWA Valued Wealth Advisors Holladay, Utah	$110K	-$843	3	0.05%	Reduced
3574	DWS Dynamic Wealth Strategies Granite Bay, California	$109K	$0	1	0.07%	Maintained
3575	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$108K	-$590K	1	0.04%	Reduced