← 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
876	TP TritonPoint Partners Chevy Chase, Maryland	$10.9M	+$9.04M	2	0.9%	Increased
877	RMC Resources Management Corp West Hartford, Connecticut	$10.9M	-$188K	2	1.37%	Reduced
878	PAG Private Advisory Group Redmond, Washington	$10.9M	+$11.2M	2	0.59%	Increased
879	Atomi Financial Group New York	$10.8M	+$1.2M	3	0.28%	Increased
880	HR Howe & Rusling Rochester, New York	$10.8M	+$114K	3	0.63%	Increased
881	Exchange Traded Concepts Oklahoma City, Oklahoma	$10.8M	-$9.57M	4	0.05%	Reduced
882	HBK Sorce Advisory Erie, Pennsylvania	$10.8M	-$125K	3	0.2%	Reduced
883	AIA AssuredPartners Investment Advisors Tampa, Florida	$10.8M	+$810K	3	1.04%	Increased
884	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$10.8M	-$167K	1	2.43%	Reduced
885	Focus Partners Advisor Solutions Saint Louis, Missouri	$10.7M	+$3.67M	6	0.09%	Increased
886	KCP Kera Capital Partners San Jose, California	$10.7M	+$1.1M	3	1.03%	Increased
887	SCM SG Capital Management Chicago, Illinois	$10.7M	+$8.08M	1	0.88%	New
888	PCA Private Capital Advisors Darien, Connecticut	$10.6M	+$241K	1	0.93%	Increased
889	LK Lumbard & Kellner Hollis, New Hampshire	$10.6M	+$131K	3	3.21%	Increased
890	Pine Valley Investments Marlton, New Jersey	$10.5M	+$1.73M	4	0.42%	Increased
891	Level Four Advisory Services Dallas, Texas	$10.5M	-$970K	4	0.3%	Reduced
892	Sagespring Wealth Partners Franklin, Tennessee	$10.5M	-$1.71M	3	0.16%	Reduced
893	TCA Teewinot Capital Advisers New York	$10.5M	-$880K	1	0.76%	Reduced
894	NGA Naples Global Advisors Naples, Florida	$10.4M	-$65.9K	3	0.64%	Reduced
895	Verition Fund Management Greenwich, Connecticut	$10.4M	-$39.2M	3	0.05%	Reduced
896	GCP GSA Capital Partners London, United Kingdom	$10.4M	+$7.45M	6	0.66%	Increased
897	Kingswood Wealth Advisors San Diego, California	$10.4M	-$156K	3	0.42%	Reduced
898	WCM Investment Management Laguna Beach, California	$10.4M	-$56.3K	1	0.02%	Reduced
899	AlphaCore Capital La Jolla, California	$10.3M	+$957K	4	0.19%	Increased
900	OTL Oak Thistle LLC New York	$10.3M	+$7.54M	6	0.99%	Increased