← 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
1876	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$2.15M	-$8.8K	1	0.75%	Reduced
1877	BFA Beaumont Financial Advisors Needham, Massachusetts	$2.15M	+$128K	3	0.14%	Increased
1878	Quilter Plc London, United Kingdom	$2.15M	+$209K	1	0.03%	Increased
1879	RCG Ridge Creek Global Strongsville, Ohio	$2.15M	-$55K	1	1.67%	Reduced
1880	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$2.14M	+$293K	1	0.86%	Increased
1881	SFPG Stonebridge Financial Planning Group Orlando, Florida	$2.14M	-$34.9K	2	0.68%	Reduced
1882	CA Cornerstone Advisory Hunt Valley, Maryland	$2.14M	+$17.3K	3	0.18%	Increased
1883	GIC Generali Investments CEE Prague, Czech Republic	$2.14M	-$90.6K	2	0.1%	Reduced
1884	Rokos Capital Management (UK) London, United Kingdom	$2.13M	-$208M	1	0.01%	Reduced
1885	KAS KPP Advisory Services Louisville, Kentucky	$2.13M	+$294K	2	0.27%	Increased
1886	C Certuity North Palm Beach, Florida	$2.13M	+$236K	3	0.11%	Increased
1887	RFP Root Financial Partners Encinitas, California	$2.13M	+$22.6K	3	0.08%	Increased
1888	JSC Jackson Square Capital San Francisco, California	$2.13M	-$339K	2	0.3%	Reduced
1889	IAAG Innovative Asset Advisors Group Shelton, Connecticut	$2.13M	-$315K	2	0.93%	Reduced
1890	MBWA Marin Bay Wealth Advisors San Anselmo, California	$2.12M	-$147K	4	1.14%	Reduced
1891	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$2.12M	+$386K	2	1.31%	Increased
1892	Advisory Alpha Holland, Michigan	$2.12M	+$381K	3	0.05%	Increased
1893	AB Atlas Brown Louisville, Kentucky	$2.12M	-$22.3K	2	0.57%	Reduced
1894	SPF South Plains Financial Lubbock, Texas	$2.12M	-$586	3	1.14%	Reduced
1895	EM ELCO Management New York	$2.12M	+$26.8K	1	0.91%	Increased
1896	AGP Autumn Glory Partners Dallas, Texas	$2.12M	+$1.59M	1	0.6%	Increased
1897	BWA Basecamp Wealth Advisors Bellevue, Washington	$2.11M	+$25.2K	8	0.39%	Increased
1898	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$2.11M	-$3.12K	2	0.12%	Reduced
1899	KCIC Kuhn & Co Investment Counsel Chicago, Illinois	$2.11M	+$5.92K	2	1.22%	Increased
1900	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$2.11M	+$4.54K	2	0.3%	Increased