← 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	Empirical Wealth Management Seattle, Washington	$414K	+$432K	1	0.08%	New
1777	FA FCG Advisors Chatham, New Jersey	$412K	+$131K	1	0.14%	Increased
1778	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$410K	+$1.81K	6	0.28%	Increased
1779	CWS Cypress Wealth Services Palm Desert, California	$406K	-$13K	1	0.17%	Reduced
1780	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$406K	-$85.3K	5	0.09%	Reduced
1781	Mission Wealth Management Santa Barbara, California	$405K	+$44.2K	1	0.07%	Increased
1782	TCM Tradition Capital Management Summit, New Jersey	$405K	$0	1	0.12%	Maintained
1783	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$404K	+$403K	3	0.16%	New
1784	E. Ohman J:or Asset Management Stockholm, Sweden	$403K	$0	1	0.03%	Maintained
1785	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$403K	$0	1	0.14%	Maintained
1786	FNT First Nebraska Trust Lincoln, Nebraska	$401K	$0	1	0.08%	Maintained
1787	CA Cornerstone Advisory Hunt Valley, Maryland	$401K	-$9.58K	1	0.14%	Reduced
1788	GLI Guardian Life Insurance New York	$399K	-$163K	3	0.07%	Reduced
1789	RVM Robinson Value Management San Antonio, Texas	$398K	-$1.95M	1	0.37%	Reduced
1790	Meridian Wealth Management Lexington, Kentucky	$397K	+$139K	1	0.2%	Increased
1791	CWA Clarus Wealth Advisors Peoria, Arizona	$396K	+$248	1	0.37%	Increased
1792	SWA SFMG Wealth Advisors Plano, Texas	$395K	+$28.9K	1	0.07%	Increased
1793	BI Bredin Investment Wilmington, Delaware	$392K	$0	1	0.34%	Maintained
1794	HH HWG Holdings Houston, Texas	$392K	+$409K	1	0.36%	New
1795	GIPM G2 Investment Partners Management New York	$391K	+$33.4K	1	0.15%	Increased
1796	LJHT Laurie J. Hall Trustee	$391K	$0	1	0.24%	Maintained
1797	SAM Security Asset Management New York	$390K	$0	1	0.29%	Maintained
1798	MCM Maryland Capital Management Towson, Maryland	$388K	$0	1	0.06%	Maintained
1799	MC Mathes Company New York	$388K	-$65.7K	1	0.18%	Reduced
1800	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$387K	+$178K	4	0.05%	Increased