← 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	BW Biegel & Waller Columbia, Maryland	$418K	$0	1	0.26%	Maintained
1652	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$418K	+$397K	5	0.12%	New
1653	LC Lourd Capital Beverly Hills, California	$412K	+$1.11K	1	0.04%	Increased
1654	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$410K	-$4.84K	2	0.27%	Reduced
1655	IFS Ifrah Financial Services Little Rock, Arkansas	$407K	+$412K	1	0.15%	New
1656	BO BRR OpCo Columbus, Ohio	$406K	-$107K	1	0.12%	Reduced
1657	EPP ETF Portfolio Partners Leawood, Kansas	$404K	$0	1	0.29%	Maintained
1658	MC Miles Capital West Des Moines, Iowa	$401K	-$234K	1	0.23%	Reduced
1659	SMG Spectrum Management Group Indianapolis, Indiana	$400K	+$394K	3	0.13%	New
1660	EAM Evanson Asset Management Carmel, California	$396K	+$1.04K	1	0.08%	Increased
1661	CBT Central Bank & Trust Lexington, Kentucky	$395K	+$47.7K	2	0.1%	Increased
1662	Edgewood Management Greenwich, Connecticut	$395K	$0	1	0%	Maintained
1663	IIM Ipswich Investment Management Beverly, Massachusetts	$391K	-$141K	1	0.18%	Reduced
1664	BLA Balter Liquid Alternatives Boston, Massachusetts	$388K	+$365K	1	0.43%	New
1665	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$386K	$0	4	0.27%	Maintained
1666	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$383K	$0	1	0.04%	Maintained
1667	CA Cornerstone Advisory Hunt Valley, Maryland	$379K	+$5.11K	1	0.13%	Increased
1668	Kingsview Wealth Management Grants Pass, Oregon	$377K	+$136K	1	0.17%	Increased
1669	MC Mathes Company New York	$375K	$0	1	0.18%	Maintained
1670	QAM QCI Asset Management Pittsford, New York	$374K	-$77K	2	0.04%	Reduced
1671	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$371K	$0	1	0.13%	Maintained
1672	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$369K	-$24K	1	0.16%	Reduced
1673	SC SRB Corp Boston, Massachusetts	$367K	-$15.7K	2	0.05%	Reduced
1674	VNA Valley National Advisers Bethlehem, Pennsylvania	$366K	-$39K	3	0.12%	Reduced
1675	4IG 440 Investment Group Overland Park, Kansas	$365K	+$106K	1	0.28%	Increased