← 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	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$457K	-$60.1K	1	0.07%	Reduced
1752	6M 6 Meridian Wichita, Kansas	$455K	-$47.6K	1	0.05%	Reduced
1753	CBT Central Bank & Trust Lexington, Kentucky	$454K	-$3.35K	2	0.11%	Reduced
1754	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$452K	-$9.83K	3	0.39%	Reduced
1755	SCM Stonebridge Capital Management Los Angeles, California	$450K	$0	1	0.16%	Maintained
1756	FI FormulaFolio Investments Grand Rapids, Michigan	$448K	+$447K	2	0.03%	New
1757	B Bridgeworth Birmingham, Alabama	$446K	+$423K	2	0.2%	New
1758	ACG Allen Capital Group Grand Island, Nebraska	$445K	+$427K	1	0.17%	New
1759	EAM Evanson Asset Management Carmel, California	$444K	-$9.83K	1	0.09%	Reduced
1760	HCM Highlander Capital Management Short Hills, New Jersey	$440K	+$356K	1	0.26%	Increased
1761	SOAMC Spirit of America Management Corp Syosset, New York	$440K	$0	1	0.06%	Maintained
1762	IIC Ironwood Investment Counsel Scottsdale, Arizona	$437K	-$23.4K	2	0.19%	Reduced
1763	QAM QCI Asset Management Pittsford, New York	$437K	+$19.1K	4	0.05%	Increased
1764	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$437K	+$3.35K	2	0.27%	Increased
1765	WPW Winthrop Partners - WNY Buffalo, New York	$434K	+$139K	3	0.33%	Increased
1766	LC Landaas & Company Milwaukee, Wisconsin	$433K	-$78K	1	0.44%	Reduced
1767	SEC Seven Eight Capital New York	$433K	+$452K	1	0.04%	New
1768	AC Avestar Capital New York	$430K	+$324K	4	0.28%	Increased
1769	Edgewood Management Greenwich, Connecticut	$428K	$0	1	0%	Maintained
1770	VWM Valley Wealth Managers Paramus, New Jersey	$425K	-$230K	1	0.05%	Reduced
1771	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$424K	$0	1	0.36%	Maintained
1772	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$422K	$0	1	0.26%	Maintained
1773	TFA Toth Financial Advisory Leesburg, Virginia	$422K	$0	2	0.1%	Maintained
1774	WA Winfield Associates Cleveland, Ohio	$419K	+$161K	1	0.23%	Increased
1775	WCM Weatherstone Capital Management Denver, Colorado	$415K	+$43.5K	1	0.31%	Increased