← 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	SCM Shapiro Capital Management Atlanta, Georgia	$339K	+$355K	1	0.01%	New
1527	Boothbay Fund Management New York	$338K	-$280K	1	0.07%	Reduced
1528	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$333K	-$10.7K	1	0.06%	Reduced
1529	HPBT High Point Bank & Trust High Point, North Carolina	$329K	$0	2	0.09%	Maintained
1530	Ballentine Partners Waltham, Massachusetts	$327K	-$222K	1	0.03%	Reduced
1531	ST Sentinel Trust Houston, Texas	$326K	$0	1	0.05%	Maintained
1532	QAM QCI Asset Management Pittsford, New York	$325K	$0	2	0.05%	Maintained
1533	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$325K	$0	1	0.12%	Maintained
1534	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$322K	-$15.8K	4	0.27%	Reduced
1535	Greenleaf Trust Kalamazoo, Michigan	$322K	+$91.7K	1	0.01%	Increased
1536	PCM Princeton Capital Management Red Bank, New Jersey	$322K	-$5.7K	1	0.4%	Reduced
1537	CIM CenturyLink Investment Management Denver, Colorado	$320K	+$49.2K	1	0.11%	Increased
1538	ABP Arthur B. Page	$319K	+$10.5K	1	0.31%	Increased
1539	BFPW BOK Financial Private Wealth Denver, Colorado	$316K	+$84.9K	1	0.05%	Increased
1540	SAM Security Asset Management New York	$315K	$0	1	0.3%	Maintained
1541	CBT Central Bank & Trust Lexington, Kentucky	$314K	+$13.4K	2	0.09%	Increased
1542	CP Coho Partners Berwyn, Pennsylvania	$314K	+$15.8K	1	0.01%	Increased
1543	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$313K	$0	1	0.11%	Maintained
1544	TWM Torch Wealth Management Cincinnati, Ohio	$312K	$0	1	0.23%	Maintained
1545	AIM Aspen Investment Management Grand Rapids, Michigan	$311K	$0	1	0.25%	Maintained
1546	PNAA Pictet North America Advisors Geneva 73, Switzerland	$311K	+$322K	1	0.07%	New
1547	CL CSS LLC Chicago, Illinois	$305K	-$86.1K	1	0.01%	Reduced
1548	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$304K	+$7.29K	4	0.19%	Increased
1549	CCG Chatham Capital Group Savannah, Georgia	$303K	-$3.71K	1	0.1%	Reduced
1550	LA LVW Advisors Pittsford, New York	$302K	-$14.5K	1	0.1%	Reduced