← 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
1651	LWM Lenox Wealth Management Cincinnati, Ohio	$139K	+$2.94K	1	0.1%	Increased
1652	Brookstone Capital Management Wheaton, Illinois	$138K	+$144K	5	0.02%	New
1653	CPA Cowen Prime Advisors New York	$134K	-$124K	2	0.05%	Reduced
1654	DOA D'Orazio & Associates Falls Church, Virginia	$134K	$0	1	0.09%	Maintained
1655	FI FCM Investments Dallas, Texas	$133K	$0	1	0.06%	Maintained
1656	RP Rowlandmiller & Partners Atlanta, Georgia	$132K	+$367	1	0.07%	Increased
1657	HA Harfst & Associates Sheridan, Wyoming	$127K	+$133K	2	0.07%	New
1658	AC Alexandria Capital Arlington, Virginia	$126K	+$660	2	0.03%	Increased
1659	NCM Nelson Capital Management Menlo Park, California	$125K	$0	1	0.05%	Maintained
1660	CFG CKW Financial Group Honolulu, Hawaii	$122K	-$23.6K	2	0.05%	Reduced
1661	IMS Index Management Solutions Philadelphia, Pennsylvania	$119K	+$34.5K	3	0.11%	Increased
1662	BRWM B. Riley Wealth Management Memphis, Tennessee	$117K	-$57.7K	4	0.09%	Reduced
1663	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$113K	+$54.8K	1	0.04%	Increased
1664	TDC Thompson Davis & Co Richmond, Virginia	$113K	+$3.06K	3	0.13%	Increased
1665	1832 Asset Management Toronto, Ontario, Canada	$111K	-$3.45K	1	0%	Reduced
1666	FA Financial Advantage Columbia, Maryland	$111K	$0	1	0.11%	Maintained
1667	IC IKOS CIF Limassol, Cyprus	$110K	-$442K	2	0.36%	Reduced
1668	JT Jump Trading Chicago, Illinois	$109K	-$862K	1	0%	Reduced
1669	PIM Parasol Investment Management Westmont, Illinois	$108K	$0	3	0.07%	Maintained
1670	Waverly Advisors Birmingham, Alabama	$108K	+$24K	2	0.07%	Increased
1671	MP Manifold Partners San Francisco, California	$107K	-$583K	1	0.1%	Reduced
1672	FNYS First New York Securities New York	$107K	+$105K	2	0.05%	Increased
1673	KPCM Kings Point Capital Management Great Neck, New York	$106K	$0	1	0.03%	Maintained
1674	Group One Trading Chicago, Illinois	$104K	+$36.9K	3	0%	Increased
1675	AIM Advantage Investment Management Cedar Rapids, Iowa	$103K	-$587	2	0.05%	Reduced