← 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	AB Atlas Brown Louisville, Kentucky	$267K	$0	1	0.21%	Maintained
1927	MFW Meristem Family Wealth Minnetonka, Minnesota	$266K	-$20.8K	1	0.1%	Reduced
1928	Arax Advisory Partners Denver, Colorado	$265K	-$7.29K	3	0.11%	Reduced
1929	PPP Private Portfolio Partners Paramus, New Jersey	$265K	+$310K	1	0.16%	New
1930	MWA Meridian Wealth Advisors Austin, Texas	$264K	+$306K	2	0.2%	New
1931	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$263K	+$12.5K	1	0.13%	Increased
1932	IC Intersect Capital San Ramon, California	$262K	+$10.2K	1	0.13%	Increased
1933	RTC Riverview Trust Company Vancouver, Washington	$262K	+$304K	2	0.21%	New
1934	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$262K	-$45.5K	1	0.2%	Reduced
1935	ACM AUA Capital Management Camp Hill, Pennsylvania	$261K	$0	2	0.24%	Maintained
1936	PHK Point72 Hong Kong Hong Kong	$261K	-$485K	1	0.12%	Reduced
1937	PWAC Private Wealth Advisors (California) Fresno, California	$261K	+$305K	1	0.21%	New
1938	Ritholtz Wealth Management New York	$260K	-$614K	1	0.06%	Reduced
1939	WFM Wolff Financial Management Kalamazoo, Michigan	$260K	+$305K	1	0.25%	New
1940	GBT Grove Bank & Trust Miami, Florida	$259K	+$7.38K	1	0.12%	Increased
1941	SCI Stableford Capital II Scottsdale, Arizona	$259K	-$42.4K	1	0.28%	Reduced
1942	9WM 9258 Wealth Management Blue Ash, Ohio	$258K	+$302K	1	0.25%	New
1943	AWM Affinity Wealth Management Wilmington, Delaware	$258K	+$302K	1	0.16%	New
1944	PGIM Pacific Global Investment Management Glendale, California	$258K	-$178K	1	0.06%	Reduced
1945	HCM Harvey Capital Management Palm Beach, Florida	$255K	$0	1	0.14%	Maintained
1946	OPA Old Port Advisors Portland, Maine	$255K	+$286K	1	0.14%	New
1947	BWA Burt Wealth Advisors North Bethesda, Maryland	$254K	+$9.34K	2	0.12%	Increased
1948	DOA D'Orazio & Associates Falls Church, Virginia	$254K	$0	1	0.08%	Maintained
1949	MC Menta Capital San Francisco, California	$254K	-$164K	1	0.09%	Reduced
1950	AWP Ascent Wealth Partners New Hartford, New York	$253K	+$285K	1	0.1%	New