← 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	TCCM Timber Creek Capital Management Boston, Massachusetts	$27K	$0	1	0.02%	Maintained
2077	BA Ballew Advisors Jackson, Mississippi	$25K	-$16K	1	0.02%	Reduced
2078	TG TLP Group Evanston, Illinois	$25K	-$252K	1	0.04%	Reduced
2079	Balentine LLC Atlanta, Georgia	$24K	+$22.4K	1	0%	New
2080	TA Townsend & Associates Westminster, Colorado	$24K	+$84	1	0.02%	Increased
2081	IP Isthmus Partners Madison, Wisconsin	$23K	$0	1	0.01%	Maintained
2082	QCIG Quad-Cities Investment Group Davenport, Iowa	$23K	$0	1	0.02%	Maintained
2083	GWA Guidant Wealth Advisors Palatine, Illinois	$21K	$0	1	0.01%	Maintained
2084	ML McAdam LLC Philadelphia, Pennsylvania	$21K	+$2.94K	2	0.01%	Increased
2085	Rothschild & Co Wealth Management (UK) London, United Kingdom	$20K	$0	1	0%	Maintained
2086	Simon Quick Advisors Morristown, New Jersey	$19K	-$158K	3	0.01%	Reduced
2087	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$19K	$0	1	0.01%	Maintained
2088	CIA CSat Investment Advisory Detroit, Michigan	$17K	+$1.8K	3	0.01%	Increased
2089	SWM Selective Wealth Management Forest, Virginia	$17K	+$15.9K	1	0.2%	New
2090	POIA Pin Oak Investment Advisors Houston, Texas	$16K	-$3.44K	1	0.01%	Reduced
2091	OWA One Wealth Advisors San Francisco, California	$15K	+$924	2	0.01%	Increased
2092	BIMC Benson Investment Management Company Roanoke, Virginia	$14K	$0	1	0.01%	Maintained
2093	Bogart Wealth LLC Mclean, Virginia	$14K	$0	1	0.01%	Maintained
2094	CFG CKW Financial Group Honolulu, Hawaii	$14K	$0	1	0%	Maintained
2095	Davidson Kempner Capital Management New York	$14K	+$13.4K	1	0%	New
2096	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$13K	$0	2	0%	Maintained
2097	BI Bramshill Investments Naples, Florida	$12K	+$11.1K	1	0%	New
2098	LWA Lowe Wealth Advisors Columbia, Maryland	$12K	+$6.09K	2	0.01%	Increased
2099	CFD Creative Financial Designs Kokomo, Indiana	$9K	$0	1	0.01%	Maintained
2100	CH Canton Hathaway Providence, Rhode Island	$8K	+$7.31K	1	0.01%	New