← 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
1826	QAM Quantres Asset Management Cayman, Cayman Islands	$368K	-$928K	1	0.23%	Reduced
1827	CBA Coastal Bridge Advisors Westport, Connecticut	$362K	-$532K	1	0.12%	Reduced
1828	CPO Cerity Partners OCIO New York	$359K	-$8.05K	1	0.02%	Reduced
1829	BHTS Bar Harbor Trust Services Ellsworth, Maine	$358K	$0	1	0.19%	Maintained
1830	HA Harbor Advisors West Palm Beach, Florida	$356K	$0	1	0.12%	Maintained
1831	GAM Gould Asset Management Claremont, California	$355K	-$169K	1	0.15%	Reduced
1832	VNA Valley National Advisers Bethlehem, Pennsylvania	$355K	-$5.54K	3	0.12%	Reduced
1833	E. Ohman J:or Asset Management Stockholm, Sweden	$354K	-$168K	1	0.03%	Reduced
1834	FNT First Nebraska Trust Lincoln, Nebraska	$353K	+$601	1	0.07%	Increased
1835	CA Continuum Advisory Eagle, Idaho	$347K	+$16.2K	1	0.27%	Increased
1836	SLA Silver Lake Advisory Cottonwood Heights, Utah	$346K	+$1.75K	1	0.25%	Increased
1837	SCM Salem Capital Management Woburn, Massachusetts	$345K	$0	1	0.18%	Maintained
1838	CPC Congress Park Capital Saratoga Springs, New York	$343K	+$324K	1	0.35%	New
1839	SL Signition LP New York	$342K	+$334K	1	0.44%	New
1840	TFO Tarbox Family Office Newport Beach, California	$342K	+$101K	3	0.14%	Increased
1841	AB Atlas Brown Louisville, Kentucky	$340K	+$47.7K	1	0.06%	Increased
1842	PHK Point72 Hong Kong Hong Kong	$339K	+$237K	2	0.26%	Increased
1843	Miracle Mile Advisors Los Angeles, California	$338K	+$320K	1	0.05%	New
1844	TL TrueWealth LLC Atlanta, Georgia	$338K	+$323K	2	0.16%	New
1845	MCM Mitchell Capital Management Leawood, Kansas	$335K	+$94.3K	1	0.12%	Increased
1846	WPA Winning Points Advisors Boca Raton, Florida	$332K	$0	1	0.27%	Maintained
1847	HCM Harvey Capital Management Palm Beach, Florida	$331K	+$24.1K	1	0.12%	Increased
1848	LA Lucus Advisors New York	$331K	+$15.3K	1	0.48%	Increased
1849	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$330K	-$128K	1	0.09%	Reduced
1850	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$327K	$0	1	0.03%	Maintained