← 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	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$86K	+$73.9K	3	0.08%	New
1652	NCMG NCM Capital Management Group Durham, North Carolina	$86K	$0	1	1.01%	Maintained
1653	3C 361 Capital Denver, Colorado	$81K	+$78.8K	1	0.66%	New
1654	JFA JNBA Financial Advisors Bloomington, Minnesota	$79K	$0	2	0.03%	Maintained
1655	RPG Risk Paradigm Group Austin, Texas	$76.5K	+$36.4K	1	0.09%	Increased
1656	WAS WESPAC Advisors SoCal Pasadena, California	$75K	+$73.3K	1	0.05%	New
1657	AIM Arcadia Investment Management Kalamazoo, Michigan	$72K	+$44.5K	3	0.02%	Increased
1658	PFG Piershale Financial Group Barrington, Illinois	$70K	+$27.7K	1	0.04%	Increased
1659	AFP Ausdal Financial Partners Davenport, Iowa	$69K	+$70.8K	4	0.03%	New
1660	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$68K	+$67.3K	2	0.07%	Increased
1661	DPA Delphi Private Advisors San Diego, California	$67K	+$66.9K	3	0.11%	New
1662	HF Hoxton Financial Shepherdstown, West Virginia	$67K	-$115K	1	0.03%	Reduced
1663	WA Winfield Associates Cleveland, Ohio	$67K	+$25.2K	2	0.04%	Increased
1664	1832 Asset Management Toronto, Ontario, Canada	$66K	$0	1	0%	Maintained
1665	Fred Alger Management New York	$64K	+$62.1K	1	0%	New
1666	FWM Focused Wealth Management Newburgh, New York	$58K	$0	1	0.03%	Maintained
1667	Balentine LLC Atlanta, Georgia	$56K	-$38.4K	1	0.01%	Reduced
1668	KPCM Kings Point Capital Management Great Neck, New York	$56K	+$55.6K	2	0.01%	New
1669	EDRE Edmond de Rothschild (Europe) Luxembourg	$53K	$0	1	0.02%	Maintained
1670	FPB First PREMIER Bank Sioux Falls, South Dakota	$52K	+$52.9K	1	0.04%	New
1671	Walleye Trading New York	$51K	-$720K	1	0%	Reduced
1672	Blackhill Capital Morristown, New Jersey	$50K	$0	1	0.01%	Maintained
1673	CFN Cordasco Financial Network Naples, Florida	$50K	$0	2	0.04%	Maintained
1674	SAM Shamrock Asset Management Dallas, Texas	$50K	$0	1	0.03%	Maintained
1675	RWM Raffa Wealth Management Washington, District of Columbia	$45.1K	-$7.2K	4	0.03%	Reduced