← 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
1301	ECAM East Coast Asset Management Essex, Massachusetts	$776K	-$54.9K	1	0.42%	Reduced
1302	LWM LBA Wealth Management Jacksonville, Florida	$775K	-$12.7K	3	0.44%	Reduced
1303	MIC Meridian Investment Counsel Lafayette, California	$774K	$0	1	0.53%	Maintained
1304	DW Domani Wealth Lancaster, Pennsylvania	$771K	-$103K	1	0.3%	Reduced
1305	ST Sabal Trust St. Petersburg, Florida	$768K	-$17.7M	1	0.09%	Reduced
1306	Dynamic Advisor Solutions Phoenix, Arizona	$766K	+$16.1K	1	0.31%	Increased
1307	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$763K	-$21.1K	2	0.17%	Reduced
1308	Catalyst Capital Advisors Huntington, New York	$759K	$0	1	0.14%	Maintained
1309	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$754K	-$19.3K	1	0.38%	Reduced
1310	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$753K	-$62.4K	2	0.15%	Reduced
1311	MRCM M&R Capital Management Summit, New Jersey	$753K	+$93.9K	4	0.22%	Increased
1312	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$750K	+$12K	2	0.17%	Increased
1313	LWA Lebenthal Wealth Advisors New York	$747K	+$729K	2	2.2%	New
1314	CCA Cobblestone Capital Advisors Rochester, New York	$744K	$0	1	0.11%	Maintained
1315	SRC Stone Run Capital New York	$744K	$0	1	0.48%	Maintained
1316	FAM Formidable Asset Management Cincinnati, Ohio	$743K	+$30.9K	1	0.41%	Increased
1317	FBT First Bankers Trust Louisville, Kentucky	$742K	-$215K	3	0.41%	Reduced
1318	CTI Community Trust & Investment Versailles, Kentucky	$738K	-$17.1K	1	0.09%	Reduced
1319	Verition Fund Management Greenwich, Connecticut	$737K	+$677K	3	0.09%	Increased
1320	RIG Renaissance Investment Group Lenox, Massachusetts	$736K	-$61K	1	0.37%	Reduced
1321	CA Callahan Advisors Houston, Texas	$734K	+$4.22K	1	0.19%	Increased
1322	Boothbay Fund Management New York	$732K	-$20.3K	1	0.28%	Reduced
1323	CPA Court Place Advisors Ellicott City, Maryland	$731K	+$37.4K	1	0.42%	Increased
1324	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$727K	-$22.8K	1	0.58%	Reduced
1325	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$726K	-$345K	1	1.47%	Reduced