← 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
951	IHT Wealth Management Chicago, Illinois	$9.36M	+$269K	5	0.2%	Increased
952	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$9.35M	+$264K	2	0.71%	Increased
953	MAS Meeder Advisory Services Dublin, Ohio	$9.32M	-$289K	3	0.34%	Reduced
954	HUB Investment Partners Austin, Texas	$9.3M	+$1.63M	4	0.17%	Increased
955	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$9.28M	-$484K	2	0.58%	Reduced
956	Avidian Wealth Enterprises Houston, Texas	$9.26M	+$127K	3	0.26%	Increased
957	LT Legacy Trust Grand Rapids, Michigan	$9.25M	-$2.67M	2	1.63%	Reduced
958	Pallas Capital Advisors Braintree, Massachusetts	$9.23M	+$1.67M	4	0.28%	Increased
959	LI Leeward Investments Boston, Massachusetts	$9.22M	+$362K	1	0.42%	Increased
960	SIA Soltis Investment Advisors St. George, Utah	$9.22M	+$195K	3	0.51%	Increased
961	Winton Group London, United Kingdom	$9.21M	+$3.48M	2	0.3%	Increased
962	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$9.19M	-$58.1K	2	0.49%	Reduced
963	CAM Carret Asset Management New York	$9.15M	-$4.65K	2	0.8%	Reduced
964	HG Herbst Group Westport, Connecticut	$9.15M	-$710K	3	4.99%	Reduced
965	Evelyn Partners London,	$9.09M	+$9.7M	5	0.02%	New
966	Brighton Jones LLC Seattle, Washington	$9.08M	+$1.71M	6	0.17%	Increased
967	BLC Brown, Lisle/Cummings Providence, Rhode Island	$9.06M	+$31.3K	5	2.03%	Increased
968	EFG International Zurich,	$9.05M	-$6.96K	5	0.17%	Reduced
969	VRM Vectors Research Management New York	$9.02M	+$454K	2	2.36%	Increased
970	WPP Whalerock Point Partners Providence, Rhode Island	$8.97M	+$375K	1	1.53%	Increased
971	SFP Shepherd Financial Partners Winchester, Massachusetts	$8.96M	-$251K	1	0.74%	Reduced
972	SG Sienna Gestion Paris, France	$8.94M	+$8.66M	1	0.52%	New
973	ECM Estabrook Capital Management New York	$8.92M	-$2.79K	4	1.21%	Reduced
974	TD Private Client Wealth New York	$8.92M	-$541K	6	0.16%	Reduced
975	TCOT Trust Company of Toledo Holland, Ohio	$8.91M	+$179K	5	0.74%	Increased