← 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	EPP ETF Portfolio Partners Leawood, Kansas	$431K	$0	1	0.29%	Maintained
1777	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$431K	+$179K	2	0.12%	Increased
1778	WAS Winch Advisory Services Appleton, Wisconsin	$431K	-$20.4K	1	0.26%	Reduced
1779	EMG Ellington Management Group Old Greenwich, Connecticut	$430K	+$199K	1	0.07%	Increased
1780	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$430K	-$16.6K	2	0.27%	Reduced
1781	IIM Ipswich Investment Management Beverly, Massachusetts	$429K	$0	1	0.18%	Maintained
1782	CBT Central Bank & Trust Lexington, Kentucky	$426K	$0	2	0.1%	Maintained
1783	CWS Cypress Wealth Services Palm Desert, California	$425K	+$401K	1	0.18%	New
1784	Whitebox Advisors Minneapolis, Minnesota	$423K	+$423K	1	0.01%	New
1785	QAM QCI Asset Management Pittsford, New York	$422K	+$10.9K	3	0.04%	Increased
1786	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$421K	$0	1	0.04%	Maintained
1787	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$421K	-$23.1K	3	0.24%	Reduced
1788	Valmark Advisers Akron, Ohio	$419K	+$396K	1	0.01%	New
1789	FLI Family Legacy Inc Greenville, South Carolina	$418K	+$409K	1	0.38%	New
1790	MUS Mitsubishi UFJ Securities Tokyo, Japan	$417K	+$90.1K	2	1.75%	Increased
1791	CA Cornerstone Advisory Hunt Valley, Maryland	$416K	-$228	1	0.14%	Reduced
1792	TCM Tradition Capital Management Summit, New Jersey	$411K	-$88.2K	1	0.11%	Reduced
1793	SC SRB Corp Boston, Massachusetts	$409K	+$11.5K	2	0.05%	Increased
1794	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$408K	$0	1	0.13%	Maintained
1795	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$403K	-$2.03K	4	0.27%	Reduced
1796	AAM American Asset Management Boca Raton, Florida	$402K	+$25.4K	1	0.24%	Increased
1797	SMFS Squar Milner Financial Services Irvine, California	$402K	+$355K	1	0.49%	New
1798	SLT St Louis Trust Saint Louis, Missouri	$402K	+$380K	1	0.16%	New
1799	CWA Clarus Wealth Advisors Peoria, Arizona	$401K	+$379K	1	0.39%	New
1800	BCM Bluefin Capital Management New York	$399K	+$390K	1	0.02%	New