← 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
1376	FIB First Interstate Bank Billings, Montana	$228K	+$230K	1	0.07%	New
1377	SA Strategic Advisors New York	$228K	+$226K	1	0.2%	New
1378	EWM Elite Wealth Management Kirkland, Washington	$224K	+$220K	2	0.33%	New
1379	TCI Wealth Advisors Tucson, Arizona	$224K	+$226K	2	0.17%	New
1380	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$223K	+$230K	1	0.16%	New
1381	DSM Capital Partners Palm Beach Gardens, Florida	$223K	+$225K	1	0.01%	New
1382	Edgewood Management Greenwich, Connecticut	$223K	+$225K	1	0%	New
1383	AT Acadia Trust Portland, Maine	$222K	+$225K	1	0.1%	New
1384	LFR Lehman Financial Resources Media, Pennsylvania	$220K	+$213K	3	0.15%	New
1385	PTC Provident Trust Company Waukesha, Wisconsin	$216K	+$218K	1	0.02%	New
1386	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$215K	+$211K	2	0.12%	New
1387	NA Navellier & Associates Reno, Nevada	$214K	+$201K	1	0.01%	New
1388	PL Parthenon LLC Louisville, Kentucky	$214K	+$216K	1	0.07%	New
1389	SCA Salient Capital Advisors Houston, Texas	$213K	+$215K	1	0.01%	New
1390	YMRC Yorktown Management & Research Company Forest, Virginia	$210K	+$216K	1	0.04%	New
1391	Moneta Group Investment Advisors St Louis, Missouri	$209K	+$211K	1	0.15%	New
1392	BCM Birmingham Capital Management Birmingham, Alabama	$208K	+$210K	1	0.09%	New
1393	IT Independence Trust Franklin, Tennessee	$208K	+$210K	1	0.15%	New
1394	SWM Segment Wealth Management Houston, Texas	$208K	+$210K	1	0.12%	New
1395	GBA Garrison Bradford & Associates New York	$204K	+$207K	1	0.22%	New
1396	NSIM North Star Investment Management Chicago, Illinois	$204K	+$206K	1	0.05%	New
1397	OC Oarsman Capital Milwaukee, Wisconsin	$203K	+$205K	1	0.19%	New
1398	PFC Phocas Financial Corp Alameda, California	$202K	+$207K	1	0.02%	New
1399	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$200K	+$202K	1	0.08%	New
1400	FBT Founders Bank & Trust Grand Rapids, Michigan	$200K	+$195K	3	0.11%	New