← 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	TL TrueWealth LLC Atlanta, Georgia	$312K	-$37.4K	2	0.16%	Reduced
1852	VCM Virtue Capital Management Brentwood, Tennessee	$312K	+$14.6K	2	0.16%	Increased
1853	PIA Pinion Investment Advisors Wichita, Kansas	$311K	+$298K	1	0.67%	New
1854	SC Scholtz & Company Stamford, Connecticut	$311K	+$299K	1	0.23%	New
1855	BA BCM Advisors Lafayette, Louisiana	$309K	$0	1	0.18%	Maintained
1856	LPC Loeb Partners Corp New York	$309K	+$45.9K	1	0.13%	Increased
1857	BIA BHK Investment Advisors Birmingham, Alabama	$307K	+$81.2K	1	0.23%	Increased
1858	BWA Burt Wealth Advisors North Bethesda, Maryland	$307K	$0	2	0.16%	Maintained
1859	HA Harbor Advisors West Palm Beach, Florida	$304K	$0	1	0.1%	Maintained
1860	GEA Glen Eagle Advisors Kingston, New Jersey	$301K	-$235K	5	0.25%	Reduced
1861	HCM Harvey Capital Management Palm Beach, Florida	$301K	-$26.2K	1	0.11%	Reduced
1862	LJAC L.J. Altfest & Co New York	$301K	+$83	1	0.13%	Increased
1863	DOA D'Orazio & Associates Falls Church, Virginia	$300K	-$6.69K	1	0.11%	Reduced
1864	Arax Advisory Partners Denver, Colorado	$299K	+$6.34K	2	0.16%	Increased
1865	FAT First American Trust Santa Ana, California	$299K	+$287K	1	0.07%	New
1866	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$298K	$0	1	0.14%	Maintained
1867	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$297K	+$31.5K	1	0.02%	Increased
1868	Plancorp LLC Saint Louis, Missouri	$296K	$0	1	0.09%	Maintained
1869	VNA VNBTrust National Association Charlottesville, Virginia	$294K	$0	1	0.17%	Maintained
1870	AWM AllSquare Wealth Management Albany, New York	$293K	+$26.3K	2	0.23%	Increased
1871	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$293K	+$227K	1	0.3%	Increased
1872	BA BKS Advisors Southfield, Michigan	$292K	$0	1	0.11%	Maintained
1873	ICM IMS Capital Management Portland, Oregon	$292K	$0	1	0.18%	Maintained
1874	Pzena Investment Management New York	$292K	+$296K	1	0%	New
1875	CCM Consolidated Capital Management Burbank, California	$289K	$0	1	0.23%	Maintained