← 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
2176	CFN Cordasco Financial Network Naples, Florida	$60K	+$2.78K	4	0.06%	Increased
2177	KCPG Kavar Capital Partners Group Leawood, Kansas	$60K	+$53.1K	3	0.02%	New
2178	FRA Front Row Advisors Tiburon, California	$59K	$0	3	0.04%	Maintained
2179	CH Canton Hathaway Providence, Rhode Island	$58K	+$5.41K	2	0.03%	Increased
2180	Balentine LLC Atlanta, Georgia	$56K	+$21.3K	4	0%	Increased
2181	Krane Funds Advisors New York	$52K	+$50.7K	2	0%	New
2182	LGWM Litman Gregory Wealth Management Larkspur, California	$52K	+$52.7K	2	0.01%	New
2183	NCM Next Capital Management New York	$51K	+$49K	5	0.03%	New
2184	Sageworth Trust Lancaster, Pennsylvania	$47K	-$51K	2	0.01%	Reduced
2185	BRC Bell Rock Capital Rehoboth Beach, Delaware	$46K	+$46.1K	2	0.04%	New
2186	Larson Financial Group St Louis, Missouri	$45K	+$40.6K	2	0.03%	Increased
2187	WCM Wealthcare Capital Management Richmond, Virginia	$45K	$0	2	0.01%	Maintained
2188	LF Lee Financial Dallas, Texas	$41K	$0	2	0.01%	Maintained
2189	ME McIlrath & Eck Arlington, Washington	$41K	$0	3	0.02%	Maintained
2190	AJ Ashburton (Jersey) St Helier, Jersey	$40K	+$41.1K	1	0.02%	New
2191	HCM HMS Capital Management Nashville, Tennessee	$39K	+$39.9K	1	0.02%	New
2192	OAJ Ogorek Anthony Joseph Williamsville, New York	$37K	$0	2	0.02%	Maintained
2193	JAM JCIC Asset Management Toronto, Ontario, Canada	$36K	$0	1	0.01%	Maintained
2194	NEAM New England Asset Management Farmington, Connecticut	$35K	$0	1	0%	Maintained
2195	Centiva Capital New York	$34K	+$32.7K	1	0%	New
2196	GWA Guidant Wealth Advisors Palatine, Illinois	$34K	+$669	1	0.01%	Increased
2197	QCIG Quad-Cities Investment Group Davenport, Iowa	$34K	+$13.3K	1	0.03%	Increased
2198	RBC Roble Belko & Company Sewickley, Pennsylvania	$34K	$0	2	0.01%	Maintained
2199	TCCM Timber Creek Capital Management Boston, Massachusetts	$33K	-$16.6K	2	0.02%	Reduced
2200	HCM Horrell Capital Management Little Rock, Arkansas	$32K	$0	2	0.02%	Maintained