← 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
1851	SCM Segantii Capital Management Hong Kong	$53K	+$48K	1	0.01%	New
1852	ED Exane Derivatives Paris, France	$49K	+$47.5K	2	0.01%	New
1853	RWM Raffa Wealth Management Washington, District of Columbia	$45.2K	-$3.88K	2	0.02%	Reduced
1854	LF Lee Financial Dallas, Texas	$43K	$0	1	0.02%	Maintained
1855	WAM Watermark Asset Management San Ramon, California	$41K	+$41K	2	0.02%	New
1856	ACM AUA Capital Management Camp Hill, Pennsylvania	$40K	-$197K	1	0.04%	Reduced
1857	MAM Meeder Asset Management Dublin, Ohio	$35K	-$279K	4	0%	Reduced
1858	Brinker Capital Investments Berwyn, Pennsylvania	$31K	$0	3	0%	Maintained
1859	Fred Alger Management New York	$31K	-$162K	1	0%	Reduced
1860	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$30.3K	+$30.2K	2	0.03%	New
1861	IP Isthmus Partners Madison, Wisconsin	$30K	$0	2	0.01%	Maintained
1862	CIA Cascade Investment Advisors Oregon City, Oregon	$28.1K	$0	1	0.02%	Maintained
1863	RFM Royal Fund Management Lady Lake, Florida	$28K	+$3.69K	3	0.01%	Increased
1864	RBC Roble Belko & Company Sewickley, Pennsylvania	$27K	$0	2	0.01%	Maintained
1865	TCCM Timber Creek Capital Management Boston, Massachusetts	$26K	+$4.99K	2	0.02%	Increased
1866	CFN Cordasco Financial Network Naples, Florida	$25K	+$1.66K	2	0.03%	Increased
1867	HCM Horrell Capital Management Little Rock, Arkansas	$25K	$0	2	0.02%	Maintained
1868	IDBONY Israel Discount Bank of New York New York	$22K	-$22.3K	1	0.02%	Reduced
1869	PSC Prentiss Smith & Co Brattleboro, Vermont	$22K	+$22.3K	1	0.01%	New
1870	Sageworth Trust Lancaster, Pennsylvania	$22K	+$22.3K	1	0%	New
1871	CFA Camarda Financial Advisors Fleming Island, Florida	$21K	-$1K	1	0.02%	Reduced
1872	CFD Creative Financial Designs Kokomo, Indiana	$21K	+$9.51K	1	0.02%	Increased
1873	KPCM Kings Point Capital Management Great Neck, New York	$20K	$0	1	0%	Maintained
1874	TCM TD Capital Management Memphis, Tennessee	$20K	$0	1	0.01%	Maintained
1875	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$18K	$0	1	0.01%	Maintained