← 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
1526	DOA D'Orazio & Associates Falls Church, Virginia	$127K	-$21.8K	1	0.09%	Reduced
1527	FI FCM Investments Dallas, Texas	$127K	$0	1	0.06%	Maintained
1528	WA WealthTrust-Arizona Scottsdale, Arizona	$126K	$0	2	0.14%	Maintained
1529	LWA Lenox Wealth Advisors New York	$124K	$0	1	0.05%	Maintained
1530	HCM Highlander Capital Management Short Hills, New Jersey	$122K	$0	2	0.11%	Maintained
1531	Pathstone Family Office Englewood, New Jersey	$120K	+$124K	4	0.37%	New
1532	NCM Nelson Capital Management Menlo Park, California	$112K	-$12K	1	0.04%	Reduced
1533	Waverly Advisors Birmingham, Alabama	$112K	-$35.3K	3	0.06%	Reduced
1534	FA Financial Advantage Columbia, Maryland	$106K	$0	1	0.1%	Maintained
1535	PIM Parasol Investment Management Westmont, Illinois	$103K	+$12.9K	3	0.07%	Increased
1536	RIA Regal Investment Advisors Kentwood, Michigan	$100K	-$78K	4	0.03%	Reduced
1537	One Capital Management Westlake Village, California	$99K	+$96.5K	2	0.04%	New
1538	SC Sophrosyne Capital New York	$98K	-$81K	1	0.12%	Reduced
1539	FWM Focused Wealth Management Newburgh, New York	$95K	+$32.7K	1	0.07%	Increased
1540	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$94K	+$41.5K	2	0.27%	Increased
1541	RFA Reilly Financial Advisors La Mesa, California	$94K	-$5.31M	1	0.02%	Reduced
1542	AC Alexandria Capital Arlington, Virginia	$92K	+$9.46K	2	0.04%	Increased
1543	CFG CKW Financial Group Honolulu, Hawaii	$90K	$0	1	0.04%	Maintained
1544	SCA Strategic Capital Alternatives Gig Harbor, United States	$86K	+$89.4K	2	0.03%	New
1545	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$84K	$0	1	0.09%	Maintained
1546	SSG Summit Securities Group New York	$84K	-$104K	1	0.02%	Reduced
1547	Gradient Investments Arden Hills, Minnesota	$80K	$0	3	0.01%	Maintained
1548	FMA FNY Managed Accounts New York	$79.2K	+$81.7K	1	0.24%	New
1549	Twin Tree Management Dallas, Texas	$76K	-$1.1M	1	0%	Reduced
1550	MCF Advisors Covington, Kentucky	$72K	+$4.19K	2	0.02%	Increased