← 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
1976	FAN Financial Advisors Network Tustin, California	$1.89M	-$73.4K	1	0.23%	Reduced
1977	MFP Meridian Financial Partners Warrenton, Virginia	$1.89M	-$27.6K	2	0.64%	Reduced
1978	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$1.88M	+$479K	3	0.14%	Increased
1979	DI Diligent Investors Redlands, California	$1.88M	+$183	2	0.42%	Increased
1980	NG Northstar Group New York	$1.88M	-$19.8K	1	0.24%	Reduced
1981	ZCP Z3 Capital Partners Richmond, Virginia	$1.87M	+$734	2	0.39%	Increased
1982	SIG Sargent Investment Group Bethesda, Maryland	$1.87M	+$10.8K	2	0.23%	Increased
1983	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$1.87M	+$32.1K	3	0.14%	Increased
1984	DA Doliver Advisors Houston, Texas	$1.87M	+$23.2K	2	0.42%	Increased
1985	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.87M	-$634K	3	0.32%	Reduced
1986	MLA MB, Levis & Associates Center Valley, Pennsylvania	$1.87M	+$19.6K	1	0.69%	Increased
1987	CSI Cross Staff Investments Pittsford, New York	$1.86M	$0	3	1.05%	Maintained
1988	JC Jacobs & Co San Francisco, California	$1.86M	-$99K	1	0.16%	Reduced
1989	KJWM Kiley Juergens Wealth Management Olympia, Washington	$1.86M	-$12.5K	2	0.29%	Reduced
1990	CFCS CDM Financial Counseling Services Norwich, Connecticut	$1.85M	+$734	1	1.6%	Increased
1991	AIA Affinity Investment Advisors Newport Beach, California	$1.85M	-$775K	1	0.94%	Reduced
1992	SHF Safe Harbor Fiduciary Pensacola, Florida	$1.85M	+$69.3K	1	1.44%	Increased
1993	CAM Chesapeake Asset Management New York	$1.85M	+$4.22K	2	1.41%	Increased
1994	FNT First Nebraska Trust Lincoln, Nebraska	$1.84M	+$33.7K	3	0.15%	Increased
1995	TIM Tevis Investment Management Plano, Texas	$1.84M	-$106K	1	1.01%	Reduced
1996	AT Adelphi Trust Saint Petersburg, Florida	$1.83M	+$220K	2	1.22%	Increased
1997	WA Wealthstar Advisors Plano, Texas	$1.83M	+$538K	1	0.53%	Increased
1998	NWWA New Wave Wealth Advisors Springdale, Arkansas	$1.83M	+$443K	2	0.5%	Increased
1999	CFO CVA Family Office Denver, Colorado	$1.82M	-$44.1K	7	0.16%	Reduced
2000	TF Tudor Financial Dayton, Ohio	$1.82M	+$183	2	0.82%	Increased