← 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
1926	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$2.03M	-$285K	1	0.46%	Reduced
1927	RBWA RFG - Bristol Wealth Advisors Taunton, Massachusetts	$2.03M	+$2.04K	2	0.49%	Increased
1928	JSL JT Stratford LLC Gainesville, Georgia	$2.02M	-$969K	2	0.22%	Reduced
1929	OF Outfitter Financial Brunswick, Maine	$2.02M	+$243K	1	1.42%	Increased
1930	Saba Capital Management New York	$2.02M	+$467K	1	0.05%	Increased
1931	AWM Aries Wealth Management Portland, Maine	$2.01M	-$2.2K	1	0.39%	Reduced
1932	AFW Avantra Family Wealth Mechanicsburg, Pennsylvania	$2.01M	+$62.3K	2	1.28%	Increased
1933	RNC Capital Management Los Angeles, California	$2M	-$519K	1	0.08%	Reduced
1934	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$2M	$0	2	0.31%	Maintained
1935	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$2M	-$18.7K	2	0.4%	Reduced
1936	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$2M	$0	2	0.37%	Maintained
1937	BMA Brooks Moore & Associates Chattanooga, Tennessee	$2M	+$128K	1	0.9%	Increased
1938	CIAS CFS Investment Advisory Services Totowa, New Jersey	$1.99M	-$271K	2	0.13%	Reduced
1939	CRWM Castle Rock Wealth Management Walnut Creek, California	$1.99M	+$50.3K	2	0.39%	Increased
1940	FRM Fox Run Management Greenwich, Connecticut	$1.99M	+$903K	3	0.33%	Increased
1941	NIM Nicollet Investment Management Minneapolis, Minnesota	$1.99M	+$73.4K	1	0.61%	Increased
1942	AA Auxano Advisors Bellevue, Washington	$1.99M	+$1.03K	2	0.38%	Increased
1943	TA Tiptree Advisors New York	$1.98M	-$2.74M	1	1.22%	Reduced
1944	Readystate Asset Management Chicago, Illinois	$1.98M	-$6.65M	2	0.07%	Reduced
1945	SIA Strategic Investment Advisors Farmington Hills, Michigan	$1.98M	+$14.5K	2	0.12%	Increased
1946	4WM 4J Wealth Management Alexandria, Virginia	$1.97M	+$33.5K	1	0.96%	Increased
1947	LCGC Legacy Capital Group California Los Gatos, California	$1.97M	-$34.9K	2	0.59%	Reduced
1948	MFG Magnus Financial Group New York	$1.96M	-$253K	2	0.14%	Reduced
1949	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.96M	$0	1	0.18%	Maintained
1950	PNAA Pictet North America Advisors Geneva 73, Switzerland	$1.96M	$0	1	0.17%	Maintained