← 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	PGIM Pacific Global Investment Management Glendale, California	$290K	+$464	1	0.06%	Increased
1652	BA BKS Advisors Southfield, Michigan	$288K	$0	1	0.14%	Maintained
1653	GBT Grove Bank & Trust Miami, Florida	$285K	+$98.1K	2	0.22%	Increased
1654	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$285K	$0	1	0.21%	Maintained
1655	WPA Winning Points Advisors Boca Raton, Florida	$285K	+$274K	1	0.31%	New
1656	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$282K	-$48.7K	4	0.18%	Reduced
1657	RHFI Reilly Herbert Faulkner III	$281K	-$5.77K	1	0.2%	Reduced
1658	Brookstone Capital Management Wheaton, Illinois	$279K	+$17.4K	1	0.03%	Increased
1659	BCM Bourgeon Capital Management Darien, Connecticut	$278K	$0	1	0.17%	Maintained
1660	GCA Greenwood Capital Associates Greenwood, South Carolina	$278K	-$195K	1	0.08%	Reduced
1661	MIM Midwest Investment Management Cleveland, Ohio	$278K	+$2.85K	1	0.24%	Increased
1662	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$277K	+$266K	1	0.22%	New
1663	KWMG King Wealth Management Group Naples, Florida	$277K	+$34.4K	1	0.12%	Increased
1664	LJAC L.J. Altfest & Co New York	$276K	-$729	1	0.14%	Reduced
1665	JCM Jag Capital Management St Louis, Missouri	$274K	$0	1	0.06%	Maintained
1666	MFW Meristem Family Wealth Minnetonka, Minnesota	$272K	-$24.9K	1	0.11%	Reduced
1667	SBA Seven Bridges Advisors New York	$271K	-$27K	1	0.28%	Reduced
1668	GAG GM Advisory Group Melville, New York	$269K	+$259K	1	0.09%	New
1669	Lincoln National Corp Radnor, Pennsylvania	$269K	-$114K	1	0.01%	Reduced
1670	Polar Asset Management Partners Toronto, Ontario, Canada	$269K	+$276K	1	0.01%	New
1671	TPWA TRUE Private Wealth Advisors Salem, Oregon	$269K	+$20.5K	1	0.07%	Increased
1672	FNT First Nebraska Trust Lincoln, Nebraska	$267K	+$17.4K	1	0.06%	Increased
1673	BRF B. Riley Financial Los Angeles, California	$267K	-$10.8K	1	0.18%	Reduced
1674	FHC First Heartland Consultants Lake St. Louis, Missouri	$267K	-$260K	1	0.08%	Reduced
1675	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$267K	$0	1	0.08%	Maintained