← 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	Flow Traders U.S. New York	$244K	+$243K	1	0.02%	New
1727	LWMG Lakeside Wealth Management Group	$244K	$0	1	8.34%	Maintained
1728	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$243K	$0	1	0.13%	Maintained
1729	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$243K	+$70	1	0.08%	Increased
1730	HS Horan Securities Cincinnati, United States	$242K	-$15K	2	0.28%	Reduced
1731	Mission Wealth Management Santa Barbara, California	$242K	-$370K	1	0.05%	Reduced
1732	SNS Financial Group Minneapolis, Minnesota	$240K	+$238K	1	0.06%	New
1733	Wolverine Asset Management Chicago, Illinois	$239K	-$1.42M	2	0%	Reduced
1734	DCCA D.C. Capital Advisors New York	$238K	-$950K	1	0.17%	Reduced
1735	HHGA Halbert Hargrove Global Advisors Long Beach, California	$238K	-$18.2K	1	0.06%	Reduced
1736	MCM Millie Capital Management Walnut Creek, California	$238K	$0	1	0.23%	Maintained
1737	AIM Acrospire Investment Management Chicago, Illinois	$237K	+$22.8K	3	0.2%	Increased
1738	BCM Buckhead Capital Management Atlanta, Georgia	$237K	-$13.8K	1	0.04%	Reduced
1739	H Hexavest Montreal, Quebec, Canada	$236K	-$31.1M	1	0%	Reduced
1740	DWM Darwin Wealth Management Tampa, Florida	$235K	+$1.07K	1	0.14%	Increased
1741	KFS Kissinger Financial Services Hunt Valley, Maryland	$234K	+$1.33K	1	0.24%	Increased
1742	Nuveen Fund Advisors Chicago, Illinois	$234K	+$233K	1	0.03%	New
1743	ANB Amarillo National Bank Amarillo, Texas	$233K	$0	1	0.08%	Maintained
1744	Cannell & Spears New York	$233K	$0	1	0.03%	Maintained
1745	BAM Bruderman Asset Management Locust Valley, New York	$232K	-$266K	1	0.07%	Reduced
1746	CPP Crow Point Partners Boston, Massachusetts	$232K	-$40.1K	1	0.04%	Reduced
1747	BIG Bellwether Investment Group Chattanooga, Tennessee	$230K	-$73.3K	3	0.61%	Reduced
1748	BCM Beck Capital Management Austin, Texas	$229K	-$105K	1	0.12%	Reduced
1749	CCG Chatham Capital Group Savannah, Georgia	$228K	+$5.61K	1	0.06%	Increased
1750	CCM Condor Capital Management Martinsville, New Jersey	$228K	$0	1	0.05%	Maintained