← 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
3976
FG
Fairman Group
Pennsylvania
$1.47K -$1.56K 1 0% Reduced
3977
AWA
American Wealth Advisors
Georgia
$1.43K $0 1 0% Maintained
3978
NL
NorthAvenue LLC
Ohio
$1.3K +$1.27K 2 0% New
3979
SVWA
Sarver Vrooman Wealth Advisors
Missouri
$1.14K $0 1 0% Maintained
3980
RJA
Ross\Johnson & Associates
Minnesota
$1.1K +$347 1 0.02% Increased
3981
APM
Advanced Portfolio Management
New York
$0 -$2.51K 0 – Closed
3982
AA
Aire Advisors
California
$0 -$345K 0 – Closed
3983
ACM
Alta Capital Management
Utah
$0 -$272K 0 – Closed
3984
AHT
Amanah Holdings Trust
$0 -$5.05M 0 – Closed
3985
AC
Amitell Capital
Singapore
$0 -$3.87M 0 – Closed
3986
APG Asset Management
APG Asset Management
Netherlands
$0 -$737K 0 – Closed
3987
AWAM
Appian Way Asset Management
New York
$0 -$4.29M 0 – Closed
3988
AP
Arlington Partners
Alabama
$0 -$5.52M 0 – Closed
3989
Armistice Capital
Armistice Capital
New York
$0 -$308K 0 – Closed
3990
AC
Arrow Capital
Australia
$0 -$7.59M 0 – Closed
3991
Artemis Investment Management
Artemis Investment Management
United Kingdom
$0 -$20M 0 – Closed
3992
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$0 -$571K 0 – Closed
3993
BBA
Baader Bank Aktiengesellschaft
Germany
$0 -$2.3M 0 – Closed
3994
BCM
Bayesian Capital Management
New York
$0 -$1.33M 0 – Closed
3995
BWCS
Beirne Wealth Consulting Services
Connecticut
$0 -$237K 0 – Closed
3996
BA
Bellwether Advisors
Nebraska
$0 -$4.66M 0 – Closed
3997
BSTWA
Blake Schutter Theil Wealth Advisors
Ohio
$0 -$746K 0 – Closed
3998
BBW
Blue Barn Wealth
Utah
$0 -$221K 0 – Closed
3999
BAM
Blueshift Asset Management
New Jersey
$0 -$353K 0 – Closed
4000
Brighton Jones LLC
Brighton Jones LLC
Washington
$0 -$6.7M 0 – Closed