← 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	Prime Capital Investment Advisors Overland Park, Kansas	$386K	+$113K	2	0.27%	Increased
1802	AIM Aspen Investment Management Grand Rapids, Michigan	$385K	$0	1	0.28%	Maintained
1803	CA Continuum Advisory Eagle, Idaho	$385K	+$44.8K	1	0.32%	Increased
1804	KWMG King Wealth Management Group Naples, Florida	$385K	-$5.95K	1	0.14%	Reduced
1805	CP Coho Partners Berwyn, Pennsylvania	$383K	-$1.4K	1	0.01%	Reduced
1806	BO BRR OpCo Columbus, Ohio	$382K	-$59.5K	1	0.11%	Reduced
1807	SRC Shufro Rose & Co New York	$382K	$0	1	0.04%	Maintained
1808	JA JOYN Advisors Atlanta, Georgia	$381K	-$157K	4	0.08%	Reduced
1809	SWA Sutton Wealth Advisors Tampa, Florida	$379K	+$1.99K	5	0.27%	Increased
1810	AIM Avity Investment Management Greenwich, Connecticut	$379K	$0	1	0.05%	Maintained
1811	LF Lee Financial Dallas, Texas	$378K	+$368K	3	0.1%	Increased
1812	WA Wealth Architects Mountain View, California	$377K	-$94.2K	1	0.12%	Reduced
1813	SMFS Squar Milner Financial Services Irvine, California	$371K	+$826	1	0.47%	Increased
1814	TG TLP Group Evanston, Illinois	$371K	+$351K	1	0.25%	Increased
1815	AAM Autus Asset Management Scottsdale, Arizona	$368K	-$5.2K	1	0.07%	Reduced
1816	CAN Claraphi Advisory Network Aliso Viejo, United States	$365K	-$185K	1	0.26%	Reduced
1817	AR Advisory Research Chicago, Illinois	$362K	-$708K	1	0.01%	Reduced
1818	BCM Beck Capital Management Austin, Texas	$357K	$0	1	0.16%	Maintained
1819	CPO Cerity Partners OCIO New York	$354K	+$83	1	0.02%	Increased
1820	BHTS Bar Harbor Trust Services Ellsworth, Maine	$353K	$0	1	0.19%	Maintained
1821	BFC Bedel Financial Consulting Indianapolis, Indiana	$353K	+$59.7K	4	0.27%	Increased
1822	CFA Cahill Financial Advisors Edina, Minnesota	$353K	-$16.3K	1	0.17%	Reduced
1823	NCM Northwest Capital Management Lake Oswego, Oregon	$349K	$0	1	0.37%	Maintained
1824	IFS Ifrah Financial Services Little Rock, Arkansas	$348K	-$104K	1	0.13%	Reduced
1825	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$347K	-$26.8K	1	0.1%	Reduced