← 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
3751	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$186K	+$174	2	0.07%	Increased
3752	RQS Ramsey Quantitative Systems Louisville, Kentucky	$183K	+$174K	1	0.17%	New
3753	PWMG Private Wealth Management Group Princeton, New Jersey	$182K	-$2.39K	5	0.05%	Reduced
3754	B Bayban Bayport, Minnesota	$181K	+$173K	4	0.16%	New
3755	FA Fountainhead AM Warren, New Jersey	$180K	-$636K	1	0.27%	Reduced
3756	ME McIlrath & Eck Arlington, Washington	$176K	+$44.3K	6	0.02%	Increased
3757	Vaughan Nelson Investment Management Houston, Texas	$174K	-$26.1K	1	0%	Reduced
3758	IWM IMG Wealth Management Jacksonville, Florida	$174K	+$25.4K	4	0.11%	Increased
3759	TC Tacita Capital Toronto, Ontario, Canada	$173K	+$16.9K	2	0.1%	Increased
3760	VEA Virtus ETF Advisers New York	$173K	-$77K	1	0.08%	Reduced
3761	VR Vision Retirement Ridgewood, New Jersey	$168K	+$165K	4	0.05%	New
3762	FFA Frazier Financial Advisors Columbus, Ohio	$166K	-$18.2K	4	0.1%	Reduced
3763	FGAM Financial Gravity Asset Management Lakeway, Texas	$165K	+$130K	1	0.03%	Increased
3764	GC Globeflex Capital San Diego, California	$164K	+$161K	1	0.03%	New
3765	GAFA Garton & Associates Financial Advisors Louisville, Kentucky	$160K	+$152K	1	0.09%	New
3766	BTC Bank & Trust Company Litchfield, Illinois	$158K	$0	2	0.11%	Maintained
3767	ESC Eurizon SLJ Capital London,	$158K	+$150K	1	0.06%	New
3768	HFS Hughes Financial Services Herndon, Virginia	$153K	-$92.7K	4	0.02%	Reduced
3769	CA Centerpoint Advisors Needham, Massachusetts	$153K	-$9.5K	3	0.05%	Reduced
3770	AW Affinity Wealth Canton, Ohio	$153K	$0	1	0.1%	Maintained
3771	PH Pinnacle Holdings Tulsa, Oklahoma	$152K	$0	1	0.05%	Maintained
3772	WWA Wealth Watch Advisors Englewood, Colorado	$146K	-$47.8K	3	0.05%	Reduced
3773	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$145K	+$6.89K	7	0.04%	Increased
3774	BAM Bellevue Asset Management Bellevue, Washington	$143K	$0	4	0.05%	Maintained
3775	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$141K	$0	2	0.07%	Maintained