← 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	RFG Advisory Birmingham, Alabama	$453K	+$126K	1	0.12%	Increased
1752	IRC Investors Research Corp Atlanta, Georgia	$451K	-$5.87K	1	0.26%	Reduced
1753	TCM Tradition Capital Management Summit, New Jersey	$450K	$0	1	0.12%	Maintained
1754	NIC Northwest Investment Counselors Lake Oswego, Oregon	$448K	$0	1	0.17%	Maintained
1755	Evanson Asset Management Carmel, California	$447K	-$45K	1	0.09%	Reduced
1756	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$447K	$0	1	0.14%	Maintained
1757	EPP ETF Portfolio Partners Leawood, Kansas	$446K	$0	1	0.27%	Maintained
1758	KA Kaizen Advisory Wheaton, Illinois	$439K	$0	3	0.23%	Maintained
1759	Empirical Wealth Management Seattle, Washington	$438K	-$28.5K	1	0.08%	Reduced
1760	Sand Hill Global Advisors Palo Alto, California	$437K	-$9.4K	1	0.04%	Reduced
1761	BI Bredin Investment Wilmington, Delaware	$436K	$0	1	0.36%	Maintained
1762	WA Winfield Associates Cleveland, Ohio	$436K	$0	1	0.22%	Maintained
1763	Cornerstone Advisory Hunt Valley, Maryland	$435K	-$2.18K	1	0.13%	Reduced
1764	Meeder Asset Management Dublin, Ohio	$435K	-$146K	2	0.03%	Reduced
1765	Cornerstone Advisors (Washington) Bellevue, Washington	$434K	-$19K	6	0.28%	Reduced
1766	SAM Security Asset Management New York	$433K	$0	1	0.28%	Maintained
1767	RVM Robinson Value Management San Antonio, Texas	$432K	-$9.07K	1	0.4%	Reduced
1768	Maryland Capital Management Towson, Maryland	$431K	$0	1	0.06%	Maintained
1769	MC Mathes Company New York	$431K	$0	1	0.2%	Maintained
1770	SWA Sutton Wealth Advisors Tampa, Florida	$430K	+$4.37K	5	0.28%	Increased
1771	AIM Aspen Investment Management Grand Rapids, Michigan	$428K	$0	1	0.28%	Maintained
1772	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$428K	+$408K	3	0.16%	New
1773	Wealth Alliance Advisory Group Wichita, Kansas	$427K	-$672	1	0.22%	Reduced
1774	Hudock Inc Williamsport, Pennsylvania	$426K	+$57.8K	5	0.17%	Increased
1775	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$426K	+$77.1K	2	0.26%	Increased