← 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
1426	KWMG King Wealth Management Group Naples, Florida	$353K	-$9.13K	1	0.22%	Reduced
1427	QAM Quantres Asset Management Cayman, Cayman Islands	$347K	-$257K	1	0.38%	Reduced
1428	Moneta Group Investment Advisors St Louis, Missouri	$346K	$0	1	0.19%	Maintained
1429	IB Intrust Bank Wichita, Kansas	$345K	+$1.69K	1	0.13%	Increased
1430	TCI Wealth Advisors Tucson, Arizona	$345K	+$58.7K	2	0.21%	Increased
1431	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$343K	-$1.63K	1	0.23%	Reduced
1432	SA Strategic Advisors New York	$343K	+$9.87K	1	0.22%	Increased
1433	CA Callahan Advisors Houston, Texas	$341K	-$8.76K	1	0.11%	Reduced
1434	FIB First Interstate Bank Billings, Montana	$341K	+$127K	1	0.07%	Increased
1435	WCM Wisconsin Capital Management Madison, Wisconsin	$341K	-$21.5K	1	0.13%	Reduced
1436	CP Coho Partners Berwyn, Pennsylvania	$340K	$0	1	0.02%	Maintained
1437	LFR Lehman Financial Resources Media, Pennsylvania	$338K	$0	3	0.16%	Maintained
1438	NL NWAM LLC Mercer Island, Washington	$338K	+$34.2K	1	0.11%	Increased
1439	CM Capital Management Glen Allen, Virginia	$335K	$0	1	0.11%	Maintained
1440	LG LaFleur & Godfrey Grand Rapids, Michigan	$335K	$0	1	0.09%	Maintained
1441	MLL Moody Lynn & Lieberson Boston, Massachusetts	$334K	-$9.99K	1	0.05%	Reduced
1442	SRC Shufro Rose & Co New York	$334K	-$246K	1	0.03%	Reduced
1443	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$332K	$0	1	0.22%	Maintained
1444	LCM Levitt Capital Management Boca Raton, Florida	$330K	+$333K	1	0.79%	New
1445	DAM Doheny Asset Management Los Angeles, California	$329K	$0	1	0.16%	Maintained
1446	NA Navellier & Associates Reno, Nevada	$328K	-$146K	1	0.01%	Reduced
1447	MC Mathes Company New York	$325K	$0	1	0.16%	Maintained
1448	JIC Joel Isaacson & Co New York	$324K	$0	1	0.1%	Maintained
1449	CL CIM LLC Albany, New York	$320K	-$20.5K	1	0.16%	Reduced
1450	AT Acadia Trust Portland, Maine	$319K	+$25.8K	1	0.12%	Increased