← 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
1501	MFW Meristem Family Wealth Minnetonka, Minnesota	$323K	+$4.77K	1	0.12%	Increased
1502	AWM AllSquare Wealth Management Albany, New York	$322K	+$303K	1	0.31%	New
1503	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$322K	-$6.54K	1	0.12%	Reduced
1504	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$322K	$0	2	0.14%	Maintained
1505	SA Strategic Advisors New York	$322K	$0	1	0.21%	Maintained
1506	Greenleaf Trust Kalamazoo, Michigan	$320K	+$12.5K	1	0.01%	Increased
1507	TCI Wealth Advisors Tucson, Arizona	$319K	-$2.52K	2	0.2%	Reduced
1508	LG LaFleur & Godfrey Grand Rapids, Michigan	$318K	$0	1	0.09%	Maintained
1509	PIA Peachtree Investment Advisors Atlanta, Georgia	$318K	-$27.4K	2	0.21%	Reduced
1510	Analytic Investors Los Angeles, California	$316K	-$26.6M	1	0%	Reduced
1511	MIP Marietta Investment Partners Milwaukee, Wisconsin	$316K	$0	1	0.13%	Maintained
1512	CL CFS LLC Oklahoma City, Oklahoma	$315K	+$37.9K	1	0.46%	Increased
1513	DTL Dynamic Technology Lab Singapore	$315K	-$1.18M	2	0.16%	Reduced
1514	MC Mathes Company New York	$312K	-$10.8K	1	0.16%	Reduced
1515	LJHT Laurie J. Hall Trustee	$311K	+$5.39K	1	0.22%	Increased
1516	SLA Silver Lake Advisory Cottonwood Heights, Utah	$311K	+$7.84K	1	0.25%	Increased
1517	ACM Alpha Capital Management Austin, Texas	$310K	-$2.79K	1	0.22%	Reduced
1518	SC SRB Corp Boston, Massachusetts	$310K	+$2.15K	2	0.04%	Increased
1519	KFA Kays Financial Advisory Atlanta, Georgia	$309K	+$287K	1	0.21%	New
1520	Squarepoint New York	$309K	+$297K	1	0.3%	New
1521	Exencial Wealth Advisors Oklahoma City, Oklahoma	$308K	-$1.84K	1	0.14%	Reduced
1522	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$307K	+$93.9K	2	0.08%	Increased
1523	BI Boulegeris Investments Sandy Springs, Georgia	$306K	-$21.3K	1	0.24%	Reduced
1524	CC Cornerstone Capital Palo Alto, California	$304K	$0	1	0.08%	Maintained
1525	TWM Torch Wealth Management Cincinnati, Ohio	$304K	+$8.11K	1	0.23%	Increased