← 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
2076	Financial Engines Advisors Santa Clara, California	$1.64M	-$8.8K	1	0%	Reduced
2077	SAM S.A. Mason Holland, Michigan	$1.64M	-$11.6K	3	0.5%	Reduced
2078	TWM Tradition Wealth Management Edina, Minnesota	$1.63M	+$545K	2	0.1%	Increased
2079	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$1.63M	$0	1	0.76%	Maintained
2080	UWS Unique Wealth Strategies Burr Ridge, Illinois	$1.63M	+$104K	2	0.59%	Increased
2081	CAM Campion Asset Management Falls Church, Virginia	$1.63M	-$80.3K	2	0.99%	Reduced
2082	LWMNY Landmark Wealth Management (New York) Melville, New York	$1.63M	+$513K	1	0.39%	Increased
2083	Oversea-Chinese Banking Corp (OCBC) Singapore	$1.63M	+$1.1M	2	0.03%	Increased
2084	KFG Kingdom Financial Group Peoria, Arizona	$1.63M	-$35.2K	2	0.42%	Reduced
2085	FWM Fonville Wealth Management Richmond, Virginia	$1.62M	+$128K	1	0.27%	Increased
2086	DCM Dorato Capital Management Denver, Colorado	$1.62M	$0	4	1.1%	Maintained
2087	AFA AA Financial Advisors Columbus, Ohio	$1.62M	-$26.7K	2	0.19%	Reduced
2088	BIG Brookwood Investment Group Phoenix, Arizona	$1.62M	+$567K	1	0.18%	Increased
2089	1WM 1900 Wealth Management San Antonio, Texas	$1.61M	+$634K	2	0.09%	Increased
2090	RWM Riverbend Wealth Management Myrtle Beach, South Carolina	$1.61M	+$113K	2	0.81%	Increased
2091	MASM MH & Associates Securities Management Carlsbad, California	$1.61M	-$7.94K	1	1.44%	Reduced
2092	Facet Wealth Inc Baltimore, Maryland	$1.61M	-$151K	1	0.02%	Reduced
2093	BWM BankPlus Wealth Management Jackson, Mississippi	$1.6M	+$77.1K	2	0.72%	Increased
2094	CAG Cypress Advisory Group Scottsdale, Arizona	$1.6M	$0	1	1.24%	Maintained
2095	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$1.6M	+$204K	2	0.25%	Increased
2096	PL Polianta Ltd St Helier, Jersey	$1.6M	+$1.94M	1	0.2%	New
2097	WA Wealth Architects Mountain View, California	$1.6M	+$17.6K	1	0.13%	Increased
2098	CMF Counterpoint Mutual Funds San Diego, California	$1.6M	+$267K	3	0.16%	Increased
2099	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$1.6M	+$123K	4	0.58%	Increased
2100	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$1.6M	-$4.64K	2	0.35%	Reduced