← 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
2151	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$203K	+$210K	1	0.11%	New
2152	HCM Hengehold Capital Management Cincinnati, Ohio	$202K	-$7.5K	1	0.03%	Reduced
2153	MAM Marquette Asset Management Minneapolis, Minnesota	$202K	$0	1	0.06%	Maintained
2154	NG NatWest Group Edinburgh, Scotland, United Kingdom	$202K	$0	1	0.04%	Maintained
2155	ACM AUA Capital Management Camp Hill, Pennsylvania	$201K	+$46.5K	2	0.17%	Increased
2156	Candriam SCA Strassen, Luxembourg, Luxembourg	$201K	-$18.3K	1	0%	Reduced
2157	PPP Private Portfolio Partners Paramus, New Jersey	$200K	+$6.09K	1	0.08%	Increased
2158	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$199K	+$214K	1	0.28%	New
2159	BWA Burt Wealth Advisors North Bethesda, Maryland	$196K	-$4.04K	2	0.07%	Reduced
2160	CB CNB Bank Clearfield, Pennsylvania	$196K	-$3.42K	3	0.17%	Reduced
2161	Centiva Capital New York	$193K	-$529K	1	0.01%	Reduced
2162	SFA Semmax Financial Advisors Winston Salem, North Carolina	$193K	+$15.4K	1	0.09%	Increased
2163	RWM Raffa Wealth Management Washington, District of Columbia	$193K	+$5.36K	2	0.07%	Increased
2164	Hills Bank & Trust North Liberty, Iowa	$192K	-$191K	1	0.04%	Reduced
2165	Harvest Fund Management Beijing, China	$186K	-$41.9K	2	0.02%	Reduced
2166	Laurion Capital Management New York	$186K	-$12.6M	1	0%	Reduced
2167	PB Pinnacle Bancorp Beatrice, Nebraska	$183K	+$6.49K	2	0.13%	Increased
2168	CFN Cordasco Financial Network Naples, Florida	$182K	$0	3	0.16%	Maintained
2169	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$181K	+$6.53K	4	0.09%	Increased
2170	RAM Riggs Asset Management Dallas, Pennsylvania	$180K	-$5.2M	2	0.08%	Reduced
2171	MF Manchester Financial Westlake Village, California	$176K	+$28.2K	3	0.13%	Increased
2172	HWA HHM Wealth Advisors Chattanooga, Tennessee	$167K	+$16.9K	2	0.07%	Increased
2173	FMP Financial Management Professionals Austin, Texas	$163K	-$12.9K	3	0.06%	Reduced
2174	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$162K	$0	1	0.12%	Maintained
2175	EI Ellevest Inc New York	$161K	-$22.8K	3	0.03%	Reduced