← 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	HCA Horan Capital Advisors Cincinnati, Ohio	$264K	+$257K	1	0.18%	New
1727	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$264K	+$150	1	0.08%	Increased
1728	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$263K	-$47.6K	1	0.08%	Reduced
1729	SNS Financial Group Minneapolis, Minnesota	$261K	+$150	1	0.07%	Increased
1730	CWM Cedar Wealth Management Walnut Creek, California	$259K	-$11K	1	0.17%	Reduced
1731	LA LVW Advisors Pittsford, New York	$259K	-$14.2K	1	0.09%	Reduced
1732	DCCA D.C. Capital Advisors New York	$257K	$0	1	0.18%	Maintained
1733	GP GLG Partners London, United Kingdom	$257K	-$448K	1	0.01%	Reduced
1734	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$257K	-$25.9K	2	0.02%	Reduced
1735	H Hexavest Montreal, Quebec, Canada	$257K	$0	1	0%	Maintained
1736	Kingsview Wealth Management Grants Pass, Oregon	$256K	+$249K	1	0.13%	New
1737	KFS Kissinger Financial Services Hunt Valley, Maryland	$256K	+$1.35K	1	0.25%	Increased
1738	MFW Meristem Family Wealth Minnetonka, Minnesota	$255K	-$62.2K	1	0.1%	Reduced
1739	ANB Amarillo National Bank Amarillo, Texas	$254K	$0	1	0.09%	Maintained
1740	BCM Bayesian Capital Management Brooklyn, New York	$254K	-$1.06M	1	0.09%	Reduced
1741	Cannell & Spears New York	$253K	$0	1	0.03%	Maintained
1742	BCM Buckhead Capital Management Atlanta, Georgia	$251K	-$6.67K	1	0.05%	Reduced
1743	TC Trust Company Manhattan, Kansas	$250K	-$58.7K	3	0.12%	Reduced
1744	HHGA Halbert Hargrove Global Advisors Long Beach, California	$249K	-$9.66K	1	0.07%	Reduced
1745	CIA Cascade Investment Advisors Oregon City, Oregon	$247K	+$211K	2	0.21%	Increased
1746	WA WealthTrust-Arizona Scottsdale, Arizona	$246K	+$15K	3	0.13%	Increased
1747	AWA Arete Wealth Advisors Chicago, Illinois	$244K	+$238K	1	0.11%	New
1748	GBA Garrison Bradford & Associates New York	$244K	$0	1	0.21%	Maintained
1749	LPC Loeb Partners Corp New York	$244K	$0	1	0.07%	Maintained
1750	VHAM Van Hulzen Asset Management El Dorado Hills, California	$242K	-$766K	1	0.1%	Reduced