← 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
2051	SHGA Sand Hill Global Advisors Palo Alto, California	$437K	+$14.7K	1	0.04%	Increased
2052	FPFS First Personal Financial Services Charlotte, North Carolina	$435K	-$641K	3	0.14%	Reduced
2053	PCM Prelude Capital Management New York	$435K	-$7.53M	4	0.02%	Reduced
2054	CWM Cornerstone Wealth Management St. Peters, Missouri	$431K	-$18.2K	1	0.07%	Reduced
2055	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$431K	$0	1	0.07%	Maintained
2056	FNC First National Corp Rockland, Massachusetts	$430K	-$10.4K	1	0.16%	Reduced
2057	AIA Angeles Investment Advisors Santa Monica, California	$428K	+$412K	1	0.09%	New
2058	Aptus Capital Advisors Fairhope, Alabama	$428K	+$412K	1	0.03%	New
2059	XF XML Financial Bethesda, Maryland	$428K	+$438K	1	0.16%	New
2060	PMFA Plante Moran Financial Advisors Southfield, Michigan	$425K	+$21.6K	4	0.15%	Increased
2061	SLA Silver Lake Advisory Cottonwood Heights, Utah	$424K	+$1.91K	1	0.26%	Increased
2062	CG CFO4Life Group Coppell, Texas	$423K	+$100K	1	0.18%	Increased
2063	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$423K	$0	1	0.28%	Maintained
2064	RWM Raffa Wealth Management Washington, District of Columbia	$423K	$0	2	0.15%	Maintained
2065	RTC Riverview Trust Company Vancouver, Washington	$422K	$0	3	0.28%	Maintained
2066	PP PagnatoKarp Partners Reston, Virginia	$419K	+$91	1	0.07%	Increased
2067	CM Capital Management Glen Allen, Virginia	$418K	-$363	1	0.11%	Reduced
2068	MFW Meristem Family Wealth Minnetonka, Minnesota	$418K	+$22.3K	1	0.1%	Increased
2069	Evergreen Capital Management Bellevue, Washington	$416K	+$32.2K	1	0.03%	Increased
2070	JC JBF Capital Aspen, Colorado	$416K	$0	1	0.06%	Maintained
2071	SBL Sargent Bickham Lagudis Boulder, Colorado	$413K	+$33.1K	4	0.05%	Increased
2072	QCM Quest Capital Management Dallas, Texas	$411K	-$3.21K	1	0.1%	Reduced
2073	LPT Legacy Private Trust Neenah, Wisconsin	$410K	+$7.08K	1	0.04%	Increased
2074	VBFG Vishria Bird Financial Group Memphis, Tennessee	$408K	$0	1	0.4%	Maintained
2075	BWM Biltmore Wealth Management Tempe, Arizona	$406K	-$59.8K	1	0.19%	Reduced