← 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	UFG United Fire Group Cedar Rapids, Iowa	$73K	$0	1	0.03%	Maintained
1577	FWM Focused Wealth Management Newburgh, New York	$69K	+$23.3K	1	0.05%	Increased
1578	MCF Advisors Covington, Kentucky	$67K	-$52.9K	3	0.02%	Reduced
1579	CFN Cordasco Financial Network Naples, Florida	$65K	$0	2	0.05%	Maintained
1580	TCM Tributary Capital Management Omaha, Nebraska	$62K	+$63.2K	1	0.01%	New
1581	Blackhill Capital Morristown, New Jersey	$61K	$0	1	0.01%	Maintained
1582	WA Winfield Associates Cleveland, Ohio	$61K	$0	2	0.04%	Maintained
1583	SCP Syntal Capital Partners Midland, Texas	$59K	+$43.4K	1	0.03%	Increased
1584	CP Corbenic Partners Bethlehem, Pennsylvania	$56K	+$363	1	0.04%	Increased
1585	NFG Next Financial Group Houston, Texas	$56K	+$60.7K	2	0.03%	New
1586	AA Apriem Advisors Irvine, California	$54K	-$71K	3	0.02%	Reduced
1587	NCMG NCM Capital Management Group Durham, North Carolina	$52K	-$5.82K	1	0.6%	Reduced
1588	JT Jump Trading Chicago, Illinois	$50K	-$533K	1	0%	Reduced
1589	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$49K	+$15.5K	2	0.14%	Increased
1590	Global X Management Company New York	$45K	$0	2	0%	Maintained
1591	DCM Dean Capital Management Overland Park, Kansas	$44K	-$126K	1	0.49%	Reduced
1592	AFIA America First Investment Advisors Omaha, Nebraska	$42K	+$23.4K	1	0.02%	Increased
1593	JFA JNBA Financial Advisors Bloomington, Minnesota	$39K	$0	2	0.02%	Maintained
1594	TFO Tarbox Family Office Newport Beach, California	$34K	$0	2	0.03%	Maintained
1595	PR Payden & Rygel Los Angeles, California	$31K	$0	2	0.01%	Maintained
1596	TCCM Timber Creek Capital Management Boston, Massachusetts	$31K	$0	1	0.03%	Maintained
1597	NYLT New York Life Trust New York	$29K	-$246K	1	0.12%	Reduced
1598	Avior Wealth Management Omaha, Nebraska	$27K	+$23.3K	1	0.02%	Increased
1599	PFG Piershale Financial Group Barrington, Illinois	$26K	+$121	1	0.02%	Increased
1600	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$20K	+$11.5K	1	0.01%	Increased