← 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
3826	TIM Thompson Investment Management Madison, Wisconsin	$140K	+$2.54K	3	0.02%	Increased
3827	HIA Highland Investment Advisors Ponte Vedra, Florida	$139K	+$134K	5	0.06%	New
3828	MEG Millstone Evans Group Boulder, Colorado	$137K	+$20.1K	4	0.07%	Increased
3829	AW Affinity Wealth Canton, Ohio	$136K	$0	1	0.07%	Maintained
3830	BAM Bellevue Asset Management Bellevue, Washington	$135K	+$284	5	0.06%	Increased
3831	Close Asset Management London, United Kingdom	$135K	+$6.07K	3	0%	Increased
3832	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$135K	+$7.97K	7	0.03%	Increased
3833	Vaughan Nelson Investment Management Houston, Texas	$133K	$0	1	0%	Maintained
3834	MCA McGuire Capital Advisors Bethany, Oklahoma	$133K	-$10.5K	5	0.07%	Reduced
3835	DWS Dynamic Wealth Strategies Granite Bay, California	$131K	+$6.24K	1	0.07%	Increased
3836	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$128K	-$201K	2	0.39%	Reduced
3837	AIM Axiom Investment Management New York	$127K	-$2.48M	3	0.08%	Reduced
3838	KLWA Kelly Lawrence W & Associates Pasadens, California	$123K	$0	1	0.03%	Maintained
3839	IRAG Investment Research & Advisory Group Atlanta, Georgia	$121K	+$10.8K	2	0.04%	Increased
3840	IPS Investors Portfolio Services Puyallup, Washington	$121K	-$15.8K	4	0.09%	Reduced
3841	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$120K	$0	1	0.02%	Maintained
3842	Alphadyne Asset Management New York	$120K	-$17.7M	1	0%	Reduced
3843	PP Paladin Partners Hartland, Wisconsin	$119K	$0	1	0.08%	Maintained
3844	HIA HFM Investment Advisors Glassboro, New Jersey	$117K	+$8.88K	7	0.04%	Increased
3845	WCM Westend Capital Management Sausalito, California	$117K	+$13.8K	2	0.03%	Increased
3846	SIM Synergy Investment Management Altamonte Springs, Florida	$116K	+$68.4K	4	0.03%	Increased
3847	KB Kimelman & Baird New York	$114K	$0	2	0.01%	Maintained
3848	GSEP Golden State Equity Partners South Coast Metro, California	$114K	-$10.7M	2	0.31%	Reduced
3849	VWA VSM Wealth Advisory Hunt Valley, Maryland	$112K	-$182K	3	0.03%	Reduced
3850	KAS Kemnay Advisory Services New York	$111K	-$99.6K	3	0.01%	Reduced