← 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
2226	KFS Kelly Financial Services Braintree, Massachusetts	$156K	+$23.7K	3	0.14%	Increased
2227	TC Truvestments Capital Sarasota, Florida	$155K	+$68.4K	3	0.1%	Increased
2228	RP Rowlandmiller & Partners Atlanta, Georgia	$152K	-$3.24K	1	0.05%	Reduced
2229	MCF Advisors Covington, Kentucky	$151K	$0	3	0.02%	Maintained
2230	VCM Versant Capital Management Phoenix, Arizona	$146K	+$11.8K	8	0.07%	Increased
2231	CB CNB Bank Clearfield, Pennsylvania	$143K	-$46.3K	2	0.13%	Reduced
2232	FA Fortis Advisors Wayne, Pennsylvania	$137K	$0	1	0.06%	Maintained
2233	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$137K	+$132K	1	0.05%	New
2234	FA Financial Advantage Columbia, Maryland	$136K	$0	1	0.09%	Maintained
2235	AA AlphaMark Advisors Ft. Wright, Kentucky	$131K	-$26.4K	3	0.06%	Reduced
2236	SMG Spectrum Management Group Indianapolis, Indiana	$131K	$0	2	0.04%	Maintained
2237	TI Truehand Inc Strafford, New Hampshire	$130K	$0	1	0.1%	Maintained
2238	Erste Asset Management Vienna, Austria	$124K	$0	1	0.01%	Maintained
2239	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$123K	+$33.7K	2	0.16%	Increased
2240	TIM Tortoise Investment Management White Plains, New York	$117K	-$40.2K	4	0.03%	Reduced
2241	AIM AIA Investment Management Singapore	$116K	+$110K	2	0.03%	New
2242	WWM Willingdon Wealth Management Huntersville, North Carolina	$113K	+$19.5K	3	0.02%	Increased
2243	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$110K	+$13.9K	3	0.07%	Increased
2244	Brinker Capital Investments Berwyn, Pennsylvania	$110K	-$371K	2	0%	Reduced
2245	CCM Cutler Capital Management Worcester, Massachusetts	$109K	+$106K	1	0.04%	New
2246	GW&K Investment Management Boston, Massachusetts	$109K	+$106K	1	0%	New
2247	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$106K	+$14.3K	6	0.13%	Increased
2248	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$103K	-$21.8M	2	0.01%	Reduced
2249	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$103K	$0	3	0.08%	Maintained
2250	FMP Financial Management Professionals Austin, Texas	$94K	+$25.1K	2	0.03%	Increased