← 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	MW Marcum Wealth Cleveland, Ohio	$326K	-$131K	1	0.1%	Reduced
1952	ACP Aviance Capital Partners Naples, Florida	$324K	-$12.2K	1	0.07%	Reduced
1953	EWM Elite Wealth Management Kirkland, Washington	$324K	+$2.56K	1	0.04%	Increased
1954	TWP Tempus Wealth Planning Irvine, California	$323K	-$8.4K	1	0.47%	Reduced
1955	BBNA Bremer Bank National Association St Paul, Minnesota	$322K	+$341K	1	0.09%	New
1956	LC Lavaca Capital Houston, Texas	$322K	-$576K	1	0.05%	Reduced
1957	BAM Bellevue Asset Management Bellevue, Washington	$321K	+$134K	4	0.22%	Increased
1958	HS Haafor (Singapore) Singapore	$321K	-$574K	1	0.67%	Reduced
1959	TLP Trinity Legacy Partners Houston, Texas	$320K	$0	1	0.15%	Maintained
1960	SWA Sutton Wealth Advisors Tampa, Florida	$319K	-$6.74K	4	0.15%	Reduced
1961	ATC Adirondack Trust Company Saratoga Springs, New York	$319K	-$9.78K	1	0.21%	Reduced
1962	AMM American Money Management Rancho Santa Fe, California	$319K	-$97.6K	1	0.14%	Reduced
1963	CBA Coastal Bridge Advisors Westport, Connecticut	$319K	+$33.7K	1	0.1%	Increased
1964	AFAS Acorn Financial Advisory Services Reston, Virginia	$318K	+$244	1	0.17%	Increased
1965	RW REDW Wealth Albuquerque, New Mexico	$318K	+$4.93K	1	0.13%	Increased
1966	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$316K	-$768K	1	0.16%	Reduced
1967	FNBOSM First National Bank of South Miami South Miami, Florida	$315K	+$57.2K	3	0.3%	Increased
1968	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$315K	+$1.52K	1	0.19%	Increased
1969	PFS Physicians Financial Services Raleigh, North Carolina	$315K	$0	1	0.16%	Maintained
1970	AP Adero Partners Pleasanton, California	$313K	-$13.2K	1	0.25%	Reduced
1971	ACG Allen Capital Group Grand Island, Nebraska	$313K	$0	1	0.08%	Maintained
1972	WFM Wolff Financial Management Kalamazoo, Michigan	$313K	+$365	1	0.19%	Increased
1973	FFG Frisch Financial Group Melville, New York	$312K	+$13.1K	1	0.14%	Increased
1974	OL Optas LLC Austin, Texas	$311K	+$75.9K	1	0.1%	Increased
1975	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$311K	$0	1	0.1%	Maintained