← 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
1726
ANB
Amarillo National Bank
Texas
$228K -$39.6K 1 0.08% Reduced
1727
VNA
Valley National Advisers
Pennsylvania
$228K -$52.6K 1 0.1% Reduced
1728
Cannell & Spears
Cannell & Spears
New York
$227K -$663 1 0.03% Reduced
1729
Capital Wealth Planning
Capital Wealth Planning
Florida
$227K +$219K 1 0.2% New
1730
KFS
Kissinger Financial Services
Maryland
$227K -$165K 1 0.24% Reduced
1731
MCM
Mitchell Capital Management
Kansas
$227K $0 1 0.09% Maintained
1732
Group One Trading
Group One Trading
Illinois
$225K +$139K 1 0% Increased
1733
HT
HighTower Trust
Texas
$224K -$15.8K 1 0.03% Reduced
1734
CFA
Cahill Financial Advisors
Minnesota
$223K +$213K 1 0.14% New
1735
MFBTD
MB Financial Bank - Trust Department
Illinois
$220K -$7.95K 1 0.02% Reduced
1736
GBA
Garrison Bradford & Associates
New York
$219K $0 1 0.2% Maintained
1737
LPC
Loeb Partners Corp
New York
$219K $0 1 0.07% Maintained
1738
CCG
Chatham Capital Group
Georgia
$218K -$105K 1 0.06% Reduced
1739
Destination Wealth Management
Destination Wealth Management
California
$218K +$218K 1 0.02% New
1740
ACS
Archford Capital Strategies
Illinois
$217K +$24.7K 2 0.09% Increased
1741
GAAM
Guinness Atkinson Asset Management
California
$216K -$41.1K 1 0.15% Reduced
1742
SCA
Stonebridge Capital Advisors
Minnesota
$216K +$207K 1 0.06% New
1743
DWM
Darwin Wealth Management
Florida
$215K +$208K 1 0.14% New
1744
AWM
Affinity Wealth Management
Delaware
$212K -$413 1 0.12% Reduced
1745
MC
Mathes Company
New York
$212K -$5.24K 1 0.12% Reduced
1746
Arax Advisory Partners
Arax Advisory Partners
Colorado
$210K +$203K 3 0.11% New
1747
CCM
Condor Capital Management
New Jersey
$210K +$202K 1 0.05% New
1748
FC
Forte Capital
New York
$210K +$203K 1 0.08% New
1749
SSA
South Street Advisors
New York
$210K +$202K 1 0.07% New
1750
BMC
Benin Management Corp
Connecticut
$209K +$201K 1 0.1% New