← 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
1801	BI Bredin Investment Wilmington, Delaware	$399K	+$376K	1	0.32%	New
1802	IR Invictus RG Hamilton, Bermuda	$399K	-$405K	1	0.42%	Reduced
1803	JCM Jacobi Capital Management Pittston, Pennsylvania	$399K	+$78.3K	3	0.13%	Increased
1804	CSC Cove Street Capital El Segundo, California	$397K	$0	1	0.04%	Maintained
1805	KWMG King Wealth Management Group Naples, Florida	$397K	+$304	1	0.14%	Increased
1806	LJHT Laurie J. Hall Trustee	$397K	+$24.1K	1	0.23%	Increased
1807	Penserra Capital Management Orinda, California	$395K	+$41.5K	1	0.05%	Increased
1808	SAM Security Asset Management New York	$395K	$0	1	0.3%	Maintained
1809	MA MANA Advisors New York	$394K	+$394K	1	0.17%	New
1810	MCM Maryland Capital Management Towson, Maryland	$393K	+$6.91K	1	0.06%	Increased
1811	CC Cedar Capital Barrington, Illinois	$392K	+$75.2K	1	0.19%	Increased
1812	AIM Aspen Investment Management Grand Rapids, Michigan	$390K	$0	1	0.28%	Maintained
1813	CP Coho Partners Berwyn, Pennsylvania	$390K	-$2.2K	1	0.01%	Reduced
1814	SRC Shufro Rose & Co New York	$387K	$0	1	0.04%	Maintained
1815	AIM Avity Investment Management Greenwich, Connecticut	$384K	$0	1	0.05%	Maintained
1816	AFC AFT Forsyth & Company West Palm Beach, Florida	$382K	+$374K	1	0.37%	New
1817	SWA Sutton Wealth Advisors Tampa, Florida	$380K	$0	5	0.28%	Maintained
1818	AAM Autus Asset Management Scottsdale, Arizona	$379K	-$2.96K	1	0.07%	Reduced
1819	WCM Weatherstone Capital Management Denver, Colorado	$379K	+$43.4K	1	0.25%	Increased
1820	LFA Legacy Financial Advisors Covington, Kentucky	$377K	+$359K	4	0.15%	New
1821	CFA Cahill Financial Advisors Edina, Minnesota	$374K	+$78.4K	1	0.19%	Increased
1822	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$373K	-$9.01K	1	0.32%	Reduced
1823	SWA SFMG Wealth Advisors Plano, Texas	$372K	$0	1	0.06%	Maintained
1824	TFA Toth Financial Advisory Leesburg, Virginia	$372K	+$10.9K	2	0.09%	Increased
1825	GIPM G2 Investment Partners Management New York	$371K	+$399K	1	0.14%	New