← 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
1576	TSS Two Sigma Securities New York	$3.21M	+$3.06M	5	0.28%	Increased
1577	ANBT American National Bank & Trust Wichita Falls, Texas	$3.21M	+$44.8K	3	0.27%	Increased
1578	EFG Everhart Financial Group Dublin, Ohio	$3.21M	-$262K	3	0.21%	Reduced
1579	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$3.2M	+$3.09M	4	0.68%	Increased
1580	E Fund Management Guangzhou, China	$3.2M	+$145K	3	0.07%	Increased
1581	MC Middleton & Co Boston, Massachusetts	$3.19M	-$411K	3	0.34%	Reduced
1582	WCMNY Westchester Capital Management (New York) Valhalla, New York	$3.19M	+$2.64M	1	0.16%	Increased
1583	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$3.18M	-$190K	2	0.17%	Reduced
1584	NRC New Republic Capital Charlotte, North Carolina	$3.18M	+$2.05M	1	0.73%	Increased
1585	Spire Wealth Management Mclean, Virginia	$3.17M	-$280K	6	0.1%	Reduced
1586	MCM Mengis Capital Management Portland, Oregon	$3.17M	-$1.83K	1	0.48%	Reduced
1587	WIC Woodmont Investment Counsel Nashville, Tennessee	$3.17M	+$57.1K	3	0.17%	Increased
1588	AWM Accel Wealth Management Waverly, Iowa	$3.16M	-$378K	2	0.71%	Reduced
1589	BC Bridgefront Capital Austin, Texas	$3.14M	+$2.11M	4	0.83%	Increased
1590	GSB Greenfield Savings Bank Greenfield, Massachusetts	$3.14M	-$25K	3	1.19%	Reduced
1591	TW Tempo Wealth Independence, Ohio	$3.14M	+$436K	3	0.47%	Increased
1592	LHC Little House Capital Braintree, Massachusetts	$3.14M	-$12.7K	1	0.7%	Reduced
1593	Howard Capital Management Roswell, Georgia	$3.14M	+$1.21M	3	0.04%	Increased
1594	TPA Trivium Point Advisory Westport, Connecticut	$3.13M	+$1.29M	4	0.28%	Increased
1595	SP Stablepoint Partners Braintree, Massachusetts	$3.13M	-$201K	1	0.43%	Reduced
1596	RWFS Rayburn West Financial Services Nashville, Tennessee	$3.12M	-$5.68K	1	1.72%	Reduced
1597	PFS Physicians Financial Services Raleigh, North Carolina	$3.12M	-$19K	2	0.78%	Reduced
1598	WG Wealth Group Raleigh, North Carolina	$3.12M	+$2.55M	2	0.78%	Increased
1599	SIM SWP Investment Management Independence, Ohio	$3.12M	+$114K	1	2.15%	Increased
1600	CIG Cullen Investment Group Lafayette, Louisiana	$3.12M	-$60.2K	2	0.38%	Reduced