← 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	RHFI Reilly Herbert Faulkner III	$327K	$0	1	0.18%	Maintained
1852	TCB Texas Capital Bancshares Dallas, Texas	$327K	-$558	1	0.73%	Reduced
1853	BCM Bourgeon Capital Management Darien, Connecticut	$324K	+$76	1	0.18%	Increased
1854	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$324K	-$207K	1	0.05%	Reduced
1855	BA BCM Advisors Lafayette, Louisiana	$318K	+$342K	1	0.18%	New
1856	NIS National Investment Services Milwaukee, Wisconsin	$316K	-$185K	1	0.3%	Reduced
1857	BFPW BOK Financial Private Wealth Denver, Colorado	$315K	$0	1	0.05%	Maintained
1858	Mission Wealth Management Santa Barbara, California	$315K	+$14.4K	1	0.05%	Increased
1859	BCM Beck Capital Management Austin, Texas	$314K	$0	1	0.14%	Maintained
1860	WPW Winthrop Partners - WNY Buffalo, New York	$314K	+$282K	1	0.26%	New
1861	PV Private Vista Chicago, Illinois	$313K	+$75.2K	1	0.09%	Increased
1862	DA Doliver Advisors Houston, Texas	$312K	+$295K	1	0.12%	New
1863	Xact Kapitalforvaltning Stockholm, Sweden	$312K	+$318K	1	0.01%	New
1864	DOA D'Orazio & Associates Falls Church, Virginia	$311K	+$6.15K	1	0.11%	Increased
1865	OFW Omnia Family Wealth Aventura, Florida	$308K	+$81.9K	3	0.14%	Increased
1866	VCM Virtue Capital Management Brentwood, Tennessee	$308K	+$291K	1	0.18%	New
1867	NCM Northwest Capital Management Lake Oswego, Oregon	$307K	+$300K	1	0.34%	New
1868	LJAC L.J. Altfest & Co New York	$305K	-$9.26K	1	0.12%	Reduced
1869	CIA Cascade Investment Advisors Oregon City, Oregon	$305K	+$13.7K	2	0.24%	Increased
1870	MIM MPI Investment Management Hinsdale, Illinois	$304K	+$287K	1	0.36%	New
1871	SCA Stonebridge Capital Advisors St Paul, Minnesota	$304K	-$58.1K	1	0.07%	Reduced
1872	BWM Baystate Wealth Management Boston, Massachusetts	$303K	-$60.5K	2	0.05%	Reduced
1873	DWM Darwin Wealth Management Tampa, Florida	$303K	+$1.12K	1	0.13%	Increased
1874	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$302K	+$24.1K	1	0.14%	Increased
1875	Plancorp LLC Saint Louis, Missouri	$302K	-$380	1	0.1%	Reduced