← 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
1776	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$208K	-$16.8K	1	0.02%	Reduced
1777	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$208K	$0	2	0.22%	Maintained
1778	ANBT American National Bank & Trust Wichita Falls, Texas	$207K	+$124K	1	0.06%	Increased
1779	BPB Badgley, Phelps & Bell Seattle, Washington	$207K	+$206K	1	0.02%	New
1780	PA Probity Advisors Dallas, Texas	$207K	+$205K	1	0.08%	New
1781	PCP Proficio Capital Partners Newton, Massachusetts	$207K	+$66.6K	5	0.09%	Increased
1782	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$206K	+$205K	1	0.09%	New
1783	AIM Advantage Investment Management Cedar Rapids, Iowa	$205K	+$20.9K	2	0.08%	Increased
1784	AE Wealth Management Topeka, Kansas	$203K	+$202K	1	0.04%	New
1785	Chilton Capital Management Houston, Texas	$203K	-$53.3K	1	0.02%	Reduced
1786	GLA Good Life Advisors Reading, Pennsylvania	$203K	+$204K	1	0.1%	New
1787	MC Miles Capital West Des Moines, Iowa	$203K	+$202K	1	0.11%	New
1788	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$202K	+$201K	1	0.07%	New
1789	BC Banced Corp Edwardsville, Illinois	$201K	+$184K	1	0.37%	New
1790	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$200K	+$982	1	0.16%	Increased
1791	SHJ Sharkey, Howes & Javer Denver, Colorado	$191K	$0	1	0.1%	Maintained
1792	WA Winfield Associates Cleveland, Ohio	$190K	+$12.9K	3	0.11%	Increased
1793	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$188K	-$6.1K	3	0.13%	Reduced
1794	FPF FNY Partners Fund New York	$187K	+$146K	3	0.02%	Increased
1795	MCF Advisors Covington, Kentucky	$186K	+$31.6K	3	0.04%	Increased
1796	TFO Tarbox Family Office Newport Beach, California	$185K	+$133K	3	0.1%	Increased
1797	WPA West Paces Advisors Atlanta, Georgia	$183K	$0	3	0.15%	Maintained
1798	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$179K	+$172K	1	0.15%	New
1799	OFW Omnia Family Wealth Aventura, Florida	$178K	$0	3	0.09%	Maintained
1800	JFA JNBA Financial Advisors Bloomington, Minnesota	$165K	+$5.12K	4	0.04%	Increased