← 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
1751	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$2.55M	-$80.3K	2	0.46%	Reduced
1752	CSB City State Bank Norwalk, Iowa	$2.55M	-$2.75K	3	0.58%	Reduced
1753	WCM Weaver Capital Management Suwanee, Georgia	$2.54M	$0	1	0.56%	Maintained
1754	FWA FSM Wealth Advisors Cleveland, Ohio	$2.54M	-$23.1K	3	0.27%	Reduced
1755	DWG Darden Wealth Group Ann Arbor, Michigan	$2.54M	-$285K	2	1.01%	Reduced
1756	LNB Ledyard National Bank	$2.53M	-$59.4K	1	0.2%	Reduced
1757	SFG SageGuard Financial Group Goodlettsville, Tennessee	$2.53M	+$18.5K	2	0.36%	Increased
1758	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$2.53M	-$135K	1	0.6%	Reduced
1759	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$2.53M	-$1.28K	1	0.5%	Reduced
1760	WG Warner Group Madison, Connecticut	$2.53M	+$1.23M	1	0.62%	Increased
1761	RWA Roberts Wealth Advisors Palo Alto, California	$2.52M	+$87.1K	1	0.57%	Increased
1762	DWA Dorsey Wright & Associates Pasadena, California	$2.52M	-$5.58M	3	0.43%	Reduced
1763	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$2.52M	-$9.17K	2	1.36%	Reduced
1764	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$2.52M	+$83.1K	2	0.67%	Increased
1765	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2.52M	-$75.2K	4	0.08%	Reduced
1766	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$2.52M	+$372K	5	0.71%	Increased
1767	LA LVW Advisors Pittsford, New York	$2.52M	-$353K	2	0.22%	Reduced
1768	CC Corsicana & Co Corsicana, Texas	$2.51M	+$78.7K	2	1.21%	Increased
1769	SHFA SS&H Financial Advisors Troy, Michigan	$2.5M	+$2.59M	2	0.64%	New
1770	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.5M	-$33.4K	2	0.5%	Reduced
1771	HWMO Heritage Wealth Management (Ohio) Cincinnati, Ohio	$2.5M	+$530K	2	0.62%	Increased
1772	WI Wedgewood Investors Erie, Pennsylvania	$2.49M	+$9.53K	2	2.56%	Increased
1773	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$2.49M	+$2.41M	1	0.82%	New
1774	PWM Prentice Wealth Management Rochester, New York	$2.48M	+$15.7K	2	0.51%	Increased
1775	BLFG Brian Low Financial Group Baton Rouge, Louisiana	$2.48M	+$147K	2	1.44%	Increased