← 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	IWP Icon Wealth Partners Houston, Texas	$106K	-$58.5K	1	0.05%	Reduced
2077	SAS Stelac Advisory Services New York	$105K	$0	1	0.05%	Maintained
2078	FEG Financial Enhancement Group Anderson, Indiana	$104K	$0	1	0.03%	Maintained
2079	TI Truehand Inc Strafford, New Hampshire	$102K	+$119K	1	0.09%	New
2080	EAM Eukles Asset Management Cincinnati, Ohio	$100K	+$117K	1	0.1%	New
2081	PWM PRW Wealth Management Quincy, Massachusetts	$97K	+$107K	4	0.12%	New
2082	Erste Asset Management Vienna, Austria	$95.5K	+$113K	1	0.01%	New
2083	Credit Agricole Montrouge Cedex, France	$92K	$0	1	0.01%	Maintained
2084	SMG Spectrum Management Group Indianapolis, Indiana	$92K	$0	2	0.03%	Maintained
2085	CAC Certified Advisory Corp Altamonte Springs, Florida	$89K	-$39.9K	2	0.05%	Reduced
2086	WWM Willingdon Wealth Management Huntersville, North Carolina	$89K	-$24.4K	1	0.03%	Reduced
2087	Group One Trading Chicago, Illinois	$88K	-$270K	1	0%	Reduced
2088	CFG CKW Financial Group Honolulu, Hawaii	$85K	+$87.3K	1	0.02%	Increased
2089	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$84K	+$94.3K	1	0.01%	New
2090	AIM Arcadia Investment Management Kalamazoo, Michigan	$81K	-$51.7K	3	0.03%	Reduced
2091	NWM Northwest Wealth Management Spencer, Iowa	$81K	$0	2	0.07%	Maintained
2092	FA Fortis Advisors Wayne, Pennsylvania	$80K	$0	1	0.05%	Maintained
2093	Harvest Fund Management Beijing, China	$79K	-$41.5K	1	0.02%	Reduced
2094	CB CNB Bank Clearfield, Pennsylvania	$78K	+$44.2K	2	0.05%	Increased
2095	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$77K	+$8.08K	2	0.12%	Increased
2096	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$71K	$0	1	0%	Maintained
2097	SFA Semmax Financial Advisors Winston Salem, North Carolina	$70K	+$82.3K	1	0.05%	New
2098	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$67K	-$9.34K	1	0.05%	Reduced
2099	CC Claybrook Capital Wellesley, Massachusetts	$67K	+$77.2K	3	0.02%	New
2100	WDL Well Done LLC Holland, Michigan	$67K	+$77.2K	3	0.02%	New