← 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
651	AMG National Trust Bank Greenwood Village, Colorado	$13.6M	+$242K	2	0.36%	Increased
652	PTEAP Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland	$13.5M	$0	1	5.51%	Maintained
653	SLG Stanley-Laman Group Berwyn, Pennsylvania	$13.5M	-$1.4M	2	2.01%	Reduced
654	ST Spinnaker Trust Portland, Maine	$13.5M	-$329K	2	0.81%	Reduced
655	FFP FourThought Financial Partners Venice, Florida	$13.4M	+$110K	2	1.33%	Increased
656	HTIM Harbour Trust & Investment Management Michigan City, Indiana	$13.4M	+$167K	1	1.48%	Increased
657	BEAM Baker Ellis Asset Management Vancouver, Washington	$13.4M	-$143K	2	1.84%	Reduced
658	First National Trust Hermitage, Pennsylvania	$13.3M	-$258K	3	0.5%	Reduced
659	MWM Marietta Wealth Management Marietta, Georgia	$13.3M	+$221K	2	1.74%	Increased
660	HI Hendershot Investments Centreville, Virginia	$13.3M	-$1.88M	2	1.78%	Reduced
661	Modera Wealth Management Westwood, New Jersey	$13.3M	-$423K	3	0.16%	Reduced
662	KFS Kurt F. Somerville	$13.3M	-$243K	1	2.24%	Reduced
663	GWM Glass Wealth Management San Antonio, Texas	$13.2M	+$58.6K	3	7.05%	Increased
664	BOK Financial Tulsa, Oklahoma	$13.2M	-$1.61M	4	0.21%	Reduced
665	RP Rice Partnership Honolulu, Hawaii	$13.1M	+$328K	1	2.28%	Increased
666	Summit Trail Advisors New York	$13.1M	+$11.9M	5	0.23%	Increased
667	RBC Romano Brothers & Co Evanston, Illinois	$13.1M	-$363K	2	1.62%	Reduced
668	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$13.1M	+$316K	2	4.25%	Increased
669	FG Fiduciary Group Savannah, Georgia	$13.1M	-$6.27K	3	1.23%	Reduced
670	SCA Snowden Capital Advisors New York	$13.1M	+$560K	4	0.39%	Increased
671	First Eagle Investment Management New York	$13.1M	-$4.1M	1	0.03%	Reduced
672	CCB Country Club Bank Kansas City, Missouri	$13M	-$393K	1	0.82%	Reduced
673	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$13M	+$10.1M	1	6.36%	New
674	Boothbay Fund Management New York	$13M	+$5.57M	3	0.25%	Increased
675	EI EAM Investors Solana Beach, California	$13M	+$4.14M	3	1.97%	Increased