← 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
1951	RSA River Street Advisors Aurora, Illinois	$1.96M	+$73.8K	1	0.58%	Increased
1952	BO Bank OZK Little Rock, Arkansas	$1.95M	+$530K	1	0.58%	Increased
1953	GWP Gateway Wealth Partners Appleton, Wisconsin	$1.95M	-$1.95M	1	0.12%	Reduced
1954	GC Gilbert & Cook West Des Moines, Iowa	$1.95M	+$3.18K	1	0.22%	Increased
1955	VWM Vigilare Wealth Management Scottsdale, Arizona	$1.95M	-$642K	2	0.6%	Reduced
1956	WIS Wright Investors Service Shelton, Connecticut	$1.95M	-$11.2K	1	0.53%	Reduced
1957	RIA Richwood Investment Advisors Cincinnati, Ohio	$1.94M	+$68.6K	1	1.36%	Increased
1958	PAM Parvin Asset Management Sioux Falls, South Dakota	$1.94M	-$203K	4	1.52%	Reduced
1959	GBT Grove Bank & Trust Miami, Florida	$1.94M	+$228K	5	0.19%	Increased
1960	WIM Waycross Investment Management Bellingham, Washington	$1.94M	-$221K	1	1.47%	Reduced
1961	EFA Evernest Financial Advisors Carmel, Indiana	$1.93M	-$36.5K	2	0.4%	Reduced
1962	AIM Alhambra Investment Management Palmetto Bay, Florida	$1.93M	+$23.5K	2	0.84%	Increased
1963	Handelsbanken Fonder Stockholm, Sweden	$1.93M	+$144K	1	0.01%	Increased
1964	SP SmartHarvest Portfolios Poulsbo, Washington	$1.93M	-$45.7K	3	0.62%	Reduced
1965	FPCP Fort Point Capital Partners San Francisco, California	$1.92M	-$46.5K	3	0.13%	Reduced
1966	BAM Brave Asset Management Summit, New Jersey	$1.92M	+$30.6K	1	0.41%	Increased
1967	TAFW Tred Avon Family Wealth Easton, Maryland	$1.91M	-$4.58K	3	0.59%	Reduced
1968	BWM Bluebird Wealth Management Medfield, Massachusetts	$1.91M	-$80.7K	2	1.65%	Reduced
1969	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$1.91M	+$15.4K	3	0.13%	Increased
1970	PCA Purkiss Capital Advisors Ridgefield, Connecticut	$1.91M	-$81.8K	1	0.73%	Reduced
1971	JCM Jacobi Capital Management Pittston, Pennsylvania	$1.91M	-$5.31M	2	0.09%	Reduced
1972	HA Herold Advisors New York	$1.9M	-$19.8K	1	0.38%	Reduced
1973	Mairs & Power Inc St Paul, Minnesota	$1.9M	-$21.3K	2	0.02%	Reduced
1974	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1.9M	+$17.4K	4	0.19%	Increased
1975	PPW Parcion Private Wealth Bellevue, Washington	$1.89M	+$396K	3	0.11%	Increased