← 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
3676	PPW Presilium Private Wealth Radnor, Pennsylvania	$227K	+$248K	1	0.03%	New
3677	AW Alchemi Wealth Essex, Connecticut	$226K	-$6.24K	1	0.11%	Reduced
3678	RWI Red Wave Investments Dillsburg, Pennsylvania	$226K	$0	1	0.06%	Maintained
3679	OWA Outlook Wealth Advisors Shenandoah, Texas	$225K	+$16.5K	1	0.05%	Increased
3680	Saturna Capital Bellingham, Washington	$225K	$0	1	0%	Maintained
3681	CBB Citizens Business Bank Ontario, California	$225K	+$205K	1	0.03%	New
3682	IWB Innovative Wealth Building California, Maryland	$224K	-$203K	1	0.13%	Reduced
3683	EWM Edge Wealth Management New York	$224K	$0	1	0.04%	Maintained
3684	CCM Chiron Capital Management Tallahassee, Florida	$224K	-$31.4K	1	0.2%	Reduced
3685	CM Cercano Management Bellevue, Washington	$223K	$0	1	0.03%	Maintained
3686	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$223K	-$221K	1	0.03%	Reduced
3687	Cookson Peirce & Co Pittsburgh, Pennsylvania	$222K	-$2.42M	1	0.01%	Reduced
3688	DF Downshift Financial Boulder, Colorado	$222K	+$215K	3	0.1%	New
3689	JBA Johnson Bixby & Associates Vancouver, Washington	$222K	+$2.75K	1	0.02%	Increased
3690	ORC O'Rourke & Company Boston, Massachusetts	$222K	$0	1	0.08%	Maintained
3691	PFO PMG Family Office Plano, Texas	$222K	+$13.8K	1	0.2%	Increased
3692	IC Innealta Capital Austin, Texas	$222K	+$202K	1	0.12%	New
3693	FSWA Financial Synergies Wealth Advisors Houston, Texas	$221K	+$20.5K	1	0.02%	Increased
3694	NPPM North Point Portfolio Managers Orange Village, Ohio	$221K	$0	1	0.04%	Maintained
3695	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$221K	-$46.8K	2	0.04%	Reduced
3696	RFN Redwood Financial Network Solon, Ohio	$221K	+$183	1	0.12%	Increased
3697	AFAS Acorn Financial Advisory Services Reston, Virginia	$221K	-$265K	1	0.03%	Reduced
3698	PFA Pinnacle Family Advisors Springfield, Missouri	$221K	-$21.8K	1	0.09%	Reduced
3699	SCM Sterneck Capital Management Kansas City, Missouri	$220K	+$107K	1	0.09%	Increased
3700	CVA Central Valley Advisors Sacramento, California	$220K	$0	1	0.06%	Maintained