← 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
1476	Cornerstone Investment Partners Atlanta, Georgia	$228K	$0	1	0%	Maintained
1477	Mariner Independent Advisor Network Overland Park, Kansas	$223K	$0	1	0.12%	Maintained
1478	CPA Cowen Prime Advisors New York	$223K	-$8.85K	2	0.1%	Reduced
1479	SJL Shayne & Jacobs LLC Nashville, Tennessee	$223K	$0	1	0.17%	Maintained
1480	SFT Simmons First Trust Pine Bluff, Arkansas	$222K	$0	1	0.07%	Maintained
1481	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$222K	$0	1	0.13%	Maintained
1482	T TradeWorx Red Bank, New Jersey	$221K	-$350K	1	0.29%	Reduced
1483	YP Yellowstone Partners Idaho Falls, Idaho	$220K	+$227K	1	0.12%	New
1484	FAT First American Trust Santa Ana, California	$217K	+$224K	1	0.08%	New
1485	AGA Accuvest Global Advisors Provo, Utah	$216K	+$223K	1	0.07%	New
1486	ANBT American National Bank & Trust Wichita Falls, Texas	$216K	-$3.36M	2	0.08%	Reduced
1487	Ruane, Cunniff & Goldfarb New York	$215K	+$17.4K	1	0%	Increased
1488	SWM Segment Wealth Management Houston, Texas	$215K	-$37.6K	1	0.08%	Reduced
1489	WCM Weatherstone Capital Management Denver, Colorado	$213K	$0	1	0.11%	Maintained
1490	BAM Banta Asset Management Newport Beach, California	$212K	$0	1	0.47%	Maintained
1491	GIM Greystone Investment Management Cincinnati, Ohio	$212K	$0	1	0.08%	Maintained
1492	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$211K	$0	1	0.57%	Maintained
1493	GBA Garrison Bradford & Associates New York	$211K	$0	1	0.21%	Maintained
1494	SC Sumit Capital New York	$211K	-$299K	1	0.83%	Reduced
1495	TDC Thompson Davis & Co Richmond, Virginia	$209K	+$4.42K	4	0.27%	Increased
1496	CCM Compass Capital Management Minneapolis, Minnesota	$208K	$0	1	0.04%	Maintained
1497	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$206K	-$10.8K	1	0.07%	Reduced
1498	CIC Cornercap Investment Counsel Atlanta, Georgia	$205K	-$538K	1	0.04%	Reduced
1499	HIC Harvey Investment Company Louisville, Kentucky	$204K	+$211K	1	0.05%	New
1500	SMC Smith, Moore & Co Clayton, Missouri	$204K	+$215K	1	0.11%	New