← 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
1676	GIP Granite Investment Partners El Segundo, California	$2.83M	$0	2	0.15%	Maintained
1677	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$2.83M	+$1.07K	2	0.65%	Increased
1678	HCCM Hudson Canyon Capital Management New York	$2.82M	-$90.2K	1	1.51%	Reduced
1679	WA Wealth Alliance Mellville, New York	$2.82M	-$121K	2	0.24%	Reduced
1680	CCMR Core Capital Management & Research Houston, Texas	$2.82M	+$3.35M	2	1.48%	New
1681	TA TKG Advisors Valparaiso, Indiana	$2.82M	+$172K	1	0.98%	Increased
1682	CA Callahan Advisors Houston, Texas	$2.81M	$0	1	0.21%	Maintained
1683	ACL Applied Capital LLC Hollywood, Florida	$2.81M	-$37.1K	2	1.14%	Reduced
1684	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$2.8M	+$389K	3	0.18%	Increased
1685	CFD Creative Financial Designs Kokomo, Indiana	$2.8M	+$818K	6	0.13%	Increased
1686	PPC Park Place Capital Homewood, Alabama	$2.8M	+$1.82M	3	0.45%	Increased
1687	FFG Fortem Financial Group Palm Desert, California	$2.79M	+$135K	3	0.57%	Increased
1688	EWM Evermay Wealth Management Arlington, Virginia	$2.79M	-$553K	5	0.29%	Reduced
1689	FFA Florida Financial Advisors Tampa, Florida	$2.79M	-$977K	1	0.47%	Reduced
1690	BIA Bigelow Investment Advisors Portland, Maine	$2.78M	-$65.5K	1	1.01%	Reduced
1691	OCM Orleans Capital Management Mandeville, Louisiana	$2.78M	$0	1	1.44%	Maintained
1692	RCA Resonant Capital Advisors Madison, Wisconsin	$2.77M	-$194K	3	0.13%	Reduced
1693	FFA Founders Financial Alliance Raleigh, North Carolina	$2.77M	+$48.1K	3	0.37%	Increased
1694	ISWM Independent Solutions Wealth Management Williamsville, New York	$2.77M	-$9.53K	2	0.36%	Reduced
1695	BWM Bullock Wealth Management Bloomington, Indiana	$2.76M	+$394K	5	1.2%	Increased
1696	EM Excalibur Management Waltham, Massachusetts	$2.76M	-$63.9K	2	0.91%	Reduced
1697	PP PDS Planning Dublin, Ohio	$2.75M	+$57.5K	4	0.16%	Increased
1698	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.75M	-$10.1K	1	1.15%	Reduced
1699	WB Webster Bank Waterbury, Connecticut	$2.74M	+$12.6K	4	0.24%	Increased
1700	SIAG Signet Investment Advisory Group Providence, Rhode Island	$2.74M	+$91.1K	1	1.2%	Increased