← 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	PL Parthenon LLC Louisville, Kentucky	$306K	$0	1	0.07%	Maintained
1977	SAM SP Asset Management Cupertino, California	$306K	-$42.9K	1	0.08%	Reduced
1978	COI Capital One Investing Mclean, Virginia	$305K	+$75.3K	1	0.07%	Increased
1979	CFG CKW Financial Group Honolulu, Hawaii	$305K	+$205K	1	0.06%	Increased
1980	Aspiriant LLC Los Angeles, California	$304K	-$10.6K	1	0.03%	Reduced
1981	JA JOYN Advisors Atlanta, Georgia	$304K	+$28.9K	1	0.07%	Increased
1982	Arax Advisory Partners Denver, Colorado	$301K	+$295K	3	0.1%	New
1983	WTB Washington Trust Bank Spokane, Washington	$301K	-$158K	1	0.05%	Reduced
1984	FWM Fairhaven Wealth Management Oak Brook, Illinois	$299K	+$7.19K	1	0.28%	Increased
1985	LJAC L.J. Altfest & Co New York	$299K	+$15.2K	1	0.08%	Increased
1986	OPA Old Port Advisors Portland, Maine	$298K	-$6.69K	1	0.15%	Reduced
1987	HI Hudock Inc Williamsport, Pennsylvania	$297K	-$41.4K	6	0.11%	Reduced
1988	VNB Virginia National Bank Charlottesville, Virginia	$297K	$0	1	0.22%	Maintained
1989	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$295K	-$1.76K	1	0.04%	Reduced
1990	QCM Quest Capital Management Dallas, Texas	$294K	-$125K	1	0.08%	Reduced
1991	AFP Ausdal Financial Partners Davenport, Iowa	$293K	+$288K	1	0.11%	New
1992	PCP Proficio Capital Partners Newton, Massachusetts	$293K	+$21.9K	5	0.1%	Increased
1993	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$292K	-$505K	1	0.31%	Reduced
1994	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$292K	-$20.6K	1	0.2%	Reduced
1995	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$288K	-$10.3K	1	0.03%	Reduced
1996	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$288K	$0	3	0.07%	Maintained
1997	Cannell & Spears New York	$287K	$0	1	0.03%	Maintained
1998	FNBOSM First National Bank of South Miami South Miami, Florida	$287K	-$363K	2	0.27%	Reduced
1999	FAN Financial Advisors Network Tustin, California	$286K	$0	1	0.15%	Maintained
2000	RFN RDA Financial Network Akron, Iowa	$286K	-$9.03K	1	0.13%	Reduced