← 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
2026	PVH Psagot Value Holdings Tel Aviv, Israel	$238K	+$988	2	0.01%	Increased
2027	SG StoneX Group New York	$237K	+$222K	1	0.18%	New
2028	Meridian Wealth Management Lexington, Kentucky	$235K	+$220K	1	0.11%	New
2029	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$235K	+$226K	1	0.12%	New
2030	SIM Sonora Investment Management Tucson, Arizona	$235K	+$15.5K	3	0.03%	Increased
2031	Caxton Associates (New York) New York	$233K	-$952K	1	0.03%	Reduced
2032	KB Kimelman & Baird New York	$233K	-$10K	1	0.03%	Reduced
2033	GWM GSB Wealth Management Guilford, Connecticut	$232K	+$217K	1	0.99%	New
2034	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$232K	+$16.1K	2	0.14%	Increased
2035	BCWM Blue Chip Wealth Management Miami Beach, Florida	$231K	-$11.5K	1	0.26%	Reduced
2036	DA DSC Advisors Chicago, Illinois	$231K	+$217K	1	0.04%	New
2037	HA Harbor Advisors West Palm Beach, Florida	$231K	$0	1	0.07%	Maintained
2038	PAM PVG Asset Management Golden, Colorado	$231K	+$223K	1	0.21%	New
2039	SNS Financial Group Minneapolis, Minnesota	$231K	-$15.1K	1	0.05%	Reduced
2040	COI Capital One Investing Mclean, Virginia	$229K	+$215K	1	0.06%	New
2041	RA Rational Advisors Huntington, New York	$229K	-$88K	3	0.06%	Reduced
2042	PSG Planning Solutions Group Fulton, Maryland	$227K	+$213K	1	0.12%	New
2043	SIA Starfire Investment Advisers Southfield, Michigan	$226K	+$229K	1	0.1%	New
2044	CF Corrigan Financial Middletown, Rhode Island	$226K	+$211K	1	0.16%	New
2045	FRM Foundation Resource Management Little Rock, Arkansas	$225K	+$211K	1	0.05%	New
2046	WA Wealth Architects Mountain View, California	$224K	+$210K	1	0.07%	New
2047	Accredited Investors Edina, Minnesota	$222K	+$208K	1	0.04%	New
2048	CFSG Community Financial Services Group Newport, Vermont	$221K	+$207K	1	0.08%	New
2049	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$219K	+$204K	1	0.06%	New
2050	SHJ Sharkey, Howes & Javer Denver, Colorado	$219K	$0	1	0.1%	Maintained