← 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
2001	OFG OmniStar Financial Group Wilmington, North Carolina	$294K	+$304K	1	0.22%	New
2002	RP Rice Partnership Honolulu, Hawaii	$294K	-$2.9M	1	0.13%	Reduced
2003	ESBC E.S. Barr & Co Lexington, Kentucky	$293K	-$53.3K	1	0.03%	Reduced
2004	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$291K	-$8.83K	2	0.09%	Reduced
2005	ACP Aveo Capital Partners Englewood, Colorado	$290K	+$307K	1	0.1%	New
2006	IP Investment Partners New Philadelphia, Ohio	$290K	+$1.23K	1	0.17%	Increased
2007	BWM Baystate Wealth Management Boston, Massachusetts	$288K	+$41.6K	3	0.03%	Increased
2008	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$287K	-$22.6K	1	0.02%	Reduced
2009	HFP Holistic Financial Partners Indianapolis, Indiana	$286K	+$8.89K	1	0.23%	Increased
2010	SI SimpliFi Inc San Diego, California	$286K	-$16.6K	1	0.14%	Reduced
2011	BS Bessemer Securities New York	$284K	-$141K	1	0.13%	Reduced
2012	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$284K	$0	1	0.22%	Maintained
2013	VWA V Wealth Advisors Overland Park, Kansas	$284K	-$597K	1	0.2%	Reduced
2014	MIG McGuire Investment Group Wakefield, Rhode Island	$283K	+$299K	1	0.08%	New
2015	PSP Principal Street Partners Memphis, Tennessee	$283K	+$93.6K	1	0.1%	Increased
2016	CFO CVA Family Office Denver, Colorado	$281K	+$35.6K	4	0.2%	Increased
2017	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$281K	+$298K	1	0.29%	New
2018	Capital International Los Angeles, California	$279K	-$820K	1	0.02%	Reduced
2019	AIP Almanack Investment Partners Wayne, Pennsylvania	$278K	+$33.2K	1	0.03%	Increased
2020	MFW Meristem Family Wealth Minnetonka, Minnesota	$278K	$0	1	0.07%	Maintained
2021	MHR Matthew Hamilton Rosenberg	$277K	+$16.2K	5	0.2%	Increased
2022	VC Veracity Capital Atlanta, Georgia	$277K	+$12.6K	1	0.16%	Increased
2023	BZWA Blue Zone Wealth Advisors Los Angeles, California	$276K	$0	1	0.16%	Maintained
2024	ECAM East Coast Asset Management Essex, Massachusetts	$275K	-$51.7K	1	0.1%	Reduced
2025	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$275K	+$6.09K	1	0.07%	Increased