← 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
2101	FBT First Bank & Trust Brookings, South Dakota	$64K	+$5.73K	1	0.05%	Increased
2102	FWM Focused Wealth Management Newburgh, New York	$64K	-$74.9K	1	0.02%	Reduced
2103	BC Barnett & Company Chattanooga, Tennessee	$62K	-$43.9K	1	0.04%	Reduced
2104	Sageworth Trust Lancaster, Pennsylvania	$62K	+$1.1K	3	0.01%	Increased
2105	PCM Princeton Capital Management Red Bank, New Jersey	$59K	+$24.9K	2	0.03%	Increased
2106	FMP Financial Management Professionals Austin, Texas	$58K	+$863	2	0.04%	Increased
2107	LFG LifePlan Financial Group Dayton, Ohio	$58K	+$1.25K	2	0.04%	Increased
2108	MSA Marino Stram & Associates Braintree, Massachusetts	$55K	+$3.78K	4	0.05%	Increased
2109	TCM Tradewinds Capital Management Bellingham, Washington	$52K	-$2.51K	2	0.03%	Reduced
2110	Brinker Capital Investments Berwyn, Pennsylvania	$51K	-$54.4K	2	0%	Reduced
2111	IDBONY Israel Discount Bank of New York New York	$51K	$0	2	0.04%	Maintained
2112	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$49.1K	$0	2	0.05%	Maintained
2113	KL KWMG LLC Overland Park, Kansas	$49K	-$57.5K	3	0.01%	Reduced
2114	LWA Lenox Wealth Advisors New York	$49K	-$9.96K	2	0.01%	Reduced
2115	FRA Front Row Advisors Tiburon, California	$47K	+$3.57K	3	0.04%	Increased
2116	PCA Providence Capital Advisors Charlotte, North Carolina	$46K	-$6K	1	0.03%	Reduced
2117	TCCM Timber Creek Capital Management Boston, Massachusetts	$45K	+$27.2K	2	0.04%	Increased
2118	PO Private Ocean San Rafael, California	$43K	-$81.3K	2	0.01%	Reduced
2119	RWM Raffa Wealth Management Washington, District of Columbia	$42.9K	-$839	1	0.02%	Reduced
2120	CFA Clarfeld Financial Advisors Tarrytown, New York	$42K	+$47.8K	3	0.03%	New
2121	AQA Alpha Quant Advisors Irving, Texas	$38K	+$39.2K	3	0.04%	New
2122	Country Trust Bank Bloomington, Illinois	$38K	+$2.68K	2	0%	Increased
2123	RFM Royal Fund Management Lady Lake, Florida	$35K	+$2.43K	3	0.01%	Increased
2124	WCM Wealthcare Capital Management Richmond, Virginia	$35K	$0	2	0.01%	Maintained
2125	BAMG Brand Asset Management Group Chesterfield, Missouri	$34K	-$39K	1	0.03%	Reduced