← 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
1351	PWW Pettyjohn Wood & White Lynchburg, Virginia	$644K	-$4.67M	1	0.31%	Reduced
1352	ID Integral Derivatives New York	$638K	+$310K	1	0.01%	Increased
1353	Buckingham Strategic Wealth Clayton, Missouri	$636K	+$20.2K	1	0.22%	Increased
1354	LGC Laurel Grove Capital Los Angeles, California	$631K	$0	1	0.36%	Maintained
1355	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$630K	+$40.7K	1	0.09%	Increased
1356	I2I Insight 2811 Inc Chicago, Illinois	$630K	-$11.6K	1	0.39%	Reduced
1357	PBO Peoples Bank (Ohio) Marietta, Ohio	$629K	+$23.7K	1	0.39%	Increased
1358	Koshinski Asset Management Decatur, Illinois	$627K	+$650K	1	0.31%	New
1359	AIA Allegis Investment Advisors Idaho Falls, Idaho	$625K	+$27.7K	1	0.24%	Increased
1360	WA1 Wimmer Associates 1 Pasadena, California	$621K	$0	1	0.56%	Maintained
1361	WPC White Pine Capital Bloomington, Minnesota	$611K	+$23.2K	1	0.26%	Increased
1362	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$610K	$0	1	0.39%	Maintained
1363	SFM Systematic Financial Management Teaneck, New Jersey	$610K	$0	1	0.01%	Maintained
1364	DI Diligent Investors Redlands, California	$605K	$0	1	0.49%	Maintained
1365	HA Halsey Associates New Haven, Connecticut	$603K	-$489K	1	0.13%	Reduced
1366	RNC Capital Management Los Angeles, California	$601K	-$25.9K	1	0.05%	Reduced
1367	Westwood Holdings Group Dallas, Texas	$599K	-$74.8M	1	0.01%	Reduced
1368	Nicholas Hoffman & Company Atlanta, Georgia	$597K	+$5.42K	1	0.33%	Increased
1369	PCM Piermont Capital Management St. Louis, Missouri	$597K	-$2.36M	1	0.14%	Reduced
1370	JCM Janney Capital Management Pittsburgh, Pennsylvania	$595K	$0	1	0.03%	Maintained
1371	MFS Monetta Financial Services Wheaton, Illinois	$595K	-$1.87M	1	0.38%	Reduced
1372	PC Palo Capital Newport Beach, California	$595K	-$311K	1	0.41%	Reduced
1373	ADL Asset Dedication LLC San Francisco, California	$593K	+$30.6K	1	0.37%	Increased
1374	MCC Malaga Cove Capital Pv Estates, California	$591K	+$615K	1	0.43%	New
1375	HWP Hefty Wealth Partners Auburn, Indiana	$590K	+$76K	3	0.45%	Increased