← 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
3776	CWIG Chung Wu Investment Group Sugar Land, Texas	$201K	$0	1	0.13%	Maintained
3777	CP Creekside Partners Petaluma, California	$201K	$0	1	0.07%	Maintained
3778	VCM Verde Capital Management Clarkston, Michigan	$200K	+$194K	1	0.04%	New
3779	WA WP Advisors San Francisco, California	$200K	-$389K	1	0.05%	Reduced
3780	FEM Fulcrum Equity Management Plano, Texas	$200K	$0	1	0.15%	Maintained
3781	PWM Power Wealth Management Alpharetta, Georgia	$200K	$0	1	0.07%	Maintained
3782	PAW Plan A Wealth Lincoln, Nebraska	$200K	-$69K	1	0.09%	Reduced
3783	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$200K	+$264K	1	0%	New
3784	MWM Mosley Wealth Management Anaheim, California	$199K	-$408K	3	0.06%	Reduced
3785	EF Entrust Financial Wayne, Pennsylvania	$196K	+$2.75K	3	0.13%	Increased
3786	RS Rakuten Securities Tokyo, Japan	$194K	-$12.9K	4	0.05%	Reduced
3787	AP Arlington Partners Birmingham, Alabama	$192K	-$39.1K	1	0.35%	Reduced
3788	FGC Financial Gravity Companies Lakeway, Texas	$191K	+$185K	1	0.03%	New
3789	TC Tacita Capital Toronto, Ontario, Canada	$190K	$0	2	0.1%	Maintained
3790	GK Graney & King Latham, New York	$189K	-$15.7K	3	0.07%	Reduced
3791	TCM TD Capital Management Memphis, Tennessee	$189K	+$367	4	0.02%	Increased
3792	EWM Evolution Wealth Management Fort Myers, Florida	$188K	+$12.4K	3	0.11%	Increased
3793	Optiver Holding Amsterdam, Netherlands	$188K	-$1.81M	1	0%	Reduced
3794	KFP Kerr Financial Planning Fresno, California	$185K	-$11.9K	4	0.21%	Reduced
3795	TCM Triumph Capital Management Denver, Colorado	$182K	-$6.63K	4	0.03%	Reduced
3796	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$180K	+$16.5K	3	0.06%	Increased
3797	HC Hurley Capital New York	$178K	+$9.82K	5	0.09%	Increased
3798	KC Knuff & Co Foster City, California	$178K	+$202K	1	0.05%	New
3799	FFA Frazier Financial Advisors Columbus, Ohio	$178K	-$804	4	0.09%	Reduced
3800	VFM Vision Financial Markets Stamford, Connecticut	$178K	+$73.2K	2	0.15%	Increased