← 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	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$237K	-$149K	1	0.1%	Reduced
1952	Dodge & Cox San Francisco, California	$236K	$0	1	0%	Maintained
1953	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$236K	-$10.9K	2	0.27%	Reduced
1954	Rothschild & Co Wealth Management (UK) London, United Kingdom	$236K	-$137K	1	0.01%	Reduced
1955	FGC Financial Gravity Companies Lakeway, Texas	$235K	+$217K	6	0.27%	New
1956	Simon Quick Advisors Morristown, New Jersey	$235K	+$153K	3	0.1%	Increased
1957	WA Winfield Associates Cleveland, Ohio	$235K	+$3.7K	4	0.12%	Increased
1958	BIA BHK Investment Advisors Birmingham, Alabama	$232K	+$220K	1	0.2%	New
1959	WAG Winthrop Advisory Group Boston, Massachusetts	$232K	+$208K	1	0.16%	New
1960	KLWA Kelly Lawrence W & Associates Pasadens, California	$231K	$0	1	0.04%	Maintained
1961	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$231K	+$223K	2	0.2%	New
1962	BPB Badgley, Phelps & Bell Seattle, Washington	$230K	+$5.62K	1	0.02%	Increased
1963	GWM GSB Wealth Management Guilford, Connecticut	$230K	$0	1	1.04%	Maintained
1964	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$230K	+$1.14K	1	0.16%	Increased
1965	WPA West Paces Advisors Atlanta, Georgia	$230K	-$22.2K	3	0.17%	Reduced
1966	CGA Crescent Grove Advisors Lake Forest, Illinois	$228K	$0	1	0.06%	Maintained
1967	KWA KCS Wealth Advisory Los Angeles, California	$226K	+$214K	1	0.22%	New
1968	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$226K	$0	1	0.12%	Maintained
1969	ACP Aveo Capital Partners Englewood, Colorado	$225K	+$212K	1	0.07%	New
1970	HCA Horan Capital Advisors Cincinnati, Ohio	$225K	-$70.4K	1	0.15%	Reduced
1971	IFWM Institute for Wealth Management Denver, Colorado	$225K	+$221K	1	0.05%	New
1972	Nuveen Fund Advisors Chicago, Illinois	$225K	-$1.22K	1	0.07%	Reduced
1973	WCM Windsor Capital Management Phoenix, Arizona	$225K	-$96K	1	0.1%	Reduced
1974	AIP Ahrens Investment Partners Lafayette, Louisiana	$224K	+$212K	1	0.09%	New
1975	FRM Foundation Resource Management Little Rock, Arkansas	$223K	$0	1	0.04%	Maintained