← 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	AFM Andesa Financial Management Allentown, Pennsylvania	$382K	-$36.5K	1	0.33%	Reduced
2102	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$382K	-$105K	1	0.06%	Reduced
2103	Xponance Philadelphia, Pennsylvania	$381K	-$296K	1	0.23%	Reduced
2104	NFP Narus Financial Partners Salt Lake City, Utah	$378K	$0	1	0.26%	Maintained
2105	FC Financial Consulate Hunt Valley, Maryland	$378K	$0	1	0.17%	Maintained
2106	GM GeoWealth Management Chicago, Illinois	$378K	-$685K	1	0.2%	Reduced
2107	LC Landaas & Company Milwaukee, Wisconsin	$378K	$0	1	0.26%	Maintained
2108	KA KLCM Advisors Milwaukee, Wisconsin	$377K	+$119K	2	0.08%	Increased
2109	Plancorp LLC Saint Louis, Missouri	$377K	+$14.2K	1	0.12%	Increased
2110	CWP CFM Wealth Partners Austin, Texas	$376K	+$352K	3	0.14%	New
2111	GAAM Guinness Atkinson Asset Management Pasadena, California	$375K	$0	1	0.26%	Maintained
2112	ICA Infrastructure Capital Advisors New York	$374K	+$360K	1	0.07%	New
2113	NC Noked Capital Tel Aviv, Israel	$374K	+$360K	1	0.42%	New
2114	NI Noked Israel Ramat Hasharon, Israel	$374K	+$360K	1	0.42%	New
2115	Prime Capital Investment Advisors Overland Park, Kansas	$373K	+$9.23K	4	0.04%	Increased
2116	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$371K	+$100K	4	0.02%	Increased
2117	WQ Wealth Quarterback Toms River, New Jersey	$371K	+$1.9M	4	0.32%	New
2118	ACM Ategra Capital Management Vienna, Virginia	$369K	+$1.27K	1	0.31%	Increased
2119	PWAC Private Wealth Advisors (California) Fresno, California	$369K	$0	1	0.21%	Maintained
2120	LA LVW Advisors Pittsford, New York	$367K	+$18.1K	1	0.08%	Increased
2121	BWM Baystate Wealth Management Boston, Massachusetts	$366K	+$37.5K	3	0.04%	Increased
2122	WFM Wolff Financial Management Kalamazoo, Michigan	$366K	+$181	1	0.24%	Increased
2123	ACM AUA Capital Management Camp Hill, Pennsylvania	$365K	$0	2	0.3%	Maintained
2124	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$365K	+$69.3K	1	0.4%	Increased
2125	LIA LBMC Investment Advisors Brentwood, Tennessee	$364K	-$14.3K	1	0.05%	Reduced