← 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	TNB Thomasville National Bank Thomasville, Georgia	$304K	+$305K	1	0.11%	New
1502	SA Strategic Advisors New York	$304K	+$24.7K	1	0.2%	Increased
1503	PGIM Pacific Global Investment Management Glendale, California	$303K	+$847	1	0.07%	Increased
1504	MCM Maryland Capital Management Towson, Maryland	$302K	+$34.6K	1	0.04%	Increased
1505	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$302K	-$181K	1	0.16%	Reduced
1506	ANB Amarillo National Bank Amarillo, Texas	$300K	-$61	1	0.21%	Reduced
1507	CA Callahan Advisors Houston, Texas	$299K	$0	1	0.09%	Maintained
1508	DAM Delta Asset Management Memphis, Tennessee	$299K	-$7.63K	4	0.05%	Reduced
1509	PCM Princeton Capital Management Red Bank, New Jersey	$299K	$0	1	0.34%	Maintained
1510	LC Lourd Capital Beverly Hills, California	$298K	-$6.29K	1	0.03%	Reduced
1511	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$298K	$0	1	0.3%	Maintained
1512	SAM Security Asset Management New York	$298K	$0	1	0.29%	Maintained
1513	South Texas Money Management San Antonio, Texas	$298K	+$12.5K	1	0.02%	Increased
1514	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$297K	+$121	1	0.06%	Increased
1515	AIM Alambic Investment Management Belvedere, California	$296K	+$310K	1	0.18%	New
1516	DRD Dennis R. Delaney	$296K	+$296K	1	0.66%	New
1517	TWM Torch Wealth Management Cincinnati, Ohio	$295K	$0	1	0.22%	Maintained
1518	MFW Meristem Family Wealth Minnetonka, Minnesota	$293K	+$293K	1	0.11%	New
1519	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$290K	$0	1	0.25%	Maintained
1520	CCG Chatham Capital Group Savannah, Georgia	$290K	-$2.42K	1	0.09%	Reduced
1521	CP Coho Partners Berwyn, Pennsylvania	$288K	$0	1	0.01%	Maintained
1522	GWI Grace & White Inc Ny, New York	$288K	$0	1	0.07%	Maintained
1523	PAM PT Asset Management Chicago, Illinois	$288K	+$288K	1	0.05%	New
1524	SC SRB Corp Boston, Massachusetts	$288K	-$42.4K	2	0.05%	Reduced
1525	WAM Weatherly Asset Management Del Mar, California	$285K	+$277K	1	0.1%	New