← 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
1451	NYLT New York Life Trust New York	$152K	-$169K	3	0.76%	Reduced
1452	ACM Antonetti Capital Management Naples, Florida	$150K	+$83.2K	1	0.15%	Increased
1453	DSM Capital Partners Palm Beach Gardens, Florida	$149K	-$107K	1	0%	Reduced
1454	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$146K	-$27K	1	0.09%	Reduced
1455	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$135K	$0	1	0.08%	Maintained
1456	WA WealthTrust-Arizona Scottsdale, Arizona	$131K	-$31.2K	2	0.16%	Reduced
1457	FI FCM Investments Dallas, Texas	$129K	$0	1	0.05%	Maintained
1458	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$126K	$0	2	0.14%	Maintained
1459	TCM TD Capital Management Memphis, Tennessee	$123K	$0	1	0.03%	Maintained
1460	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$119K	$0	1	0.03%	Maintained
1461	HF Hoxton Financial Shepherdstown, West Virginia	$114K	-$160K	2	0.11%	Reduced
1462	HCM Highlander Capital Management Short Hills, New Jersey	$109K	-$10.3K	2	0.11%	Reduced
1463	NCM Nelson Capital Management Menlo Park, California	$97K	$0	1	0.05%	Maintained
1464	DSI Daiwa SB Investments Tokyo, Japan	$93K	$0	1	0.01%	Maintained
1465	JT Jump Trading Chicago, Illinois	$93K	+$90.2K	1	0.01%	New
1466	AC Alexandria Capital Arlington, Virginia	$87K	+$31.3K	2	0.04%	Increased
1467	AA Apriem Advisors Irvine, California	$87K	+$15.5K	3	0.04%	Increased
1468	QCMC Quantum Capital Management (California) San Francisco, California	$87K	+$84.1K	1	0.02%	New
1469	VCM Vigilant Capital Management Portland, Maine	$81K	$0	1	0.02%	Maintained
1470	TIM Tortoise Investment Management White Plains, New York	$77K	-$15.6K	2	0.05%	Reduced
1471	CL CFS LLC Oklahoma City, Oklahoma	$73K	$0	1	0.07%	Maintained
1472	GAAM Guinness Atkinson Asset Management Pasadena, California	$73K	$0	1	0.07%	Maintained
1473	CP Corbenic Partners Bethlehem, Pennsylvania	$72K	+$70.2K	1	0.1%	New
1474	Pathstone Family Office Englewood, New Jersey	$72K	-$123K	1	0.31%	Reduced
1475	UFG United Fire Group Cedar Rapids, Iowa	$70K	$0	1	0.03%	Maintained