← 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	Ballentine Partners Waltham, Massachusetts	$417K	+$79K	1	0.04%	Increased
1427	MI Montage Investments Leawood, Kansas	$417K	+$405K	1	0.82%	New
1428	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$415K	$0	1	0.1%	Maintained
1429	MFW Mosaic Family Wealth St. Louis, Missouri	$415K	+$416K	3	0.18%	New
1430	PWPCM Perella Weinberg Partners Capital Management New York	$414K	-$212K	1	0.14%	Reduced
1431	ST Sentinel Trust Houston, Texas	$411K	+$190K	1	0.06%	Increased
1432	JIC Joel Isaacson & Co New York	$410K	+$2.58K	3	0.1%	Increased
1433	Eastern Bank Boston, Massachusetts	$404K	-$13.8K	1	0.03%	Reduced
1434	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$400K	+$116K	3	0.18%	Increased
1435	HPBT High Point Bank & Trust High Point, North Carolina	$399K	-$3K	2	0.1%	Reduced
1436	BCM Birmingham Capital Management Birmingham, Alabama	$397K	$0	1	0.16%	Maintained
1437	HI Hudock Inc Williamsport, Pennsylvania	$396K	+$5.5K	4	0.18%	Increased
1438	SFM Signature Financial Management Norfolk, Virginia	$396K	+$71.1K	1	0.19%	Increased
1439	KT Kanaly Trust Houston, Texas	$395K	-$3.28K	3	0.08%	Reduced
1440	PCA Peddock Capital Advisors Braintree, Massachusetts	$393K	-$22.1K	1	0.3%	Reduced
1441	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$392K	-$69.1K	4	0.23%	Reduced
1442	WRM Weybosset Research & Management Province, Rhode Island	$391K	$0	1	0.35%	Maintained
1443	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$390K	-$5.87K	1	0.08%	Reduced
1444	VC Vicus Capital State College, Pennsylvania	$390K	-$64K	1	0.1%	Reduced
1445	OC Oakworth Capital Birmingham, Alabama	$388K	+$12.4K	4	0.16%	Increased
1446	LG LaFleur & Godfrey Grand Rapids, Michigan	$385K	$0	1	0.11%	Maintained
1447	AT Acadia Trust Portland, Maine	$384K	$0	1	0.13%	Maintained
1448	MM Midas Management New York	$382K	+$383K	1	0.23%	New
1449	CI Cowen Inc New York	$381K	+$388K	1	0.03%	New
1450	BKA Brick & Kyle Associates Newtown, Pennsylvania	$379K	-$34.8K	4	0.33%	Reduced