← 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
726	SIG Sky Investment Group Hartford, Connecticut	$8.53M	-$39.6K	2	1.63%	Reduced
727	NEOS Investment Management Westport, Connecticut	$8.48M	+$2.64M	3	0.35%	Increased
728	Wedge Capital Management Charlotte, North Carolina	$8.43M	-$2.31M	3	0.15%	Reduced
729	Empirical Finance Havertown, Pennsylvania	$8.42M	-$797K	3	0.53%	Reduced
730	SSA South Street Advisors New York	$8.39M	+$38.3K	1	1.27%	Increased
731	Park Avenue Securities New York	$8.37M	+$129K	4	0.1%	Increased
732	RPC Rossmore Private Capital Glastonbury, Connecticut	$8.37M	-$361K	3	1.1%	Reduced
733	Citizens Financial Group Providence, Rhode Island	$8.32M	-$2.43M	3	0.18%	Reduced
734	SC Saybrook Capital Winston Salem, North Carolina	$8.29M	-$537K	1	2.35%	Reduced
735	Integrated Wealth Concepts Waltham, Massachusetts	$8.27M	-$174K	4	0.11%	Reduced
736	Evercore Wealth Management New York	$8.27M	-$314K	2	0.13%	Reduced
737	Valeo Financial Advisors Carmel, Indiana	$8.27M	-$301K	3	0.26%	Reduced
738	EIM Essex Investment Management Boston, Massachusetts	$8.23M	+$1.01M	2	1.54%	Increased
739	FFP FourThought Financial Partners Venice, Florida	$8.19M	-$433K	1	1.05%	Reduced
740	Americana Partners Houston, Texas	$8.18M	+$5.62M	3	0.64%	Increased
741	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$8.16M	-$229K	1	2.26%	Reduced
742	SC Skylands Capital Milwaukee, Wisconsin	$8.11M	-$1.86M	1	1.15%	Reduced
743	XF XML Financial Bethesda, Maryland	$8.08M	-$154K	2	0.81%	Reduced
744	CCM Carmel Capital Management Carmel, California	$8.07M	+$17.6K	1	3.14%	Increased
745	OFA Oak Family Advisors Chicago, Illinois	$7.98M	+$144K	2	2.74%	Increased
746	OMERS Administration Corp Toronto, Ontario, Canada	$7.97M	+$8.26M	3	0.08%	New
747	HR Howe & Rusling Rochester, New York	$7.96M	+$1.61M	3	0.73%	Increased
748	OneDigital Investment Advisors Overland Park, Kansas	$7.91M	+$1.33M	3	0.1%	Increased
749	LI LRI Investments Palm Beach Gardens, Florida	$7.89M	+$619K	4	0.9%	Increased
750	LOPW Live Oak Private Wealth Wilmington, North Carolina	$7.89M	-$111K	2	1.36%	Reduced