← 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
2251	AP Advisors Preferred Rockville, Maryland	$93K	+$89.7K	1	0.02%	New
2252	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$91K	$0	1	0%	Maintained
2253	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$86K	$0	1	0.06%	Maintained
2254	LFG LifePlan Financial Group Dayton, Ohio	$83K	$0	2	0.04%	Maintained
2255	Bogart Wealth LLC Mclean, Virginia	$82K	+$67.2K	2	0.04%	Increased
2256	FBT First Bank & Trust Brookings, South Dakota	$81K	-$6.89K	2	0.06%	Reduced
2257	PR Payden & Rygel Los Angeles, California	$81K	+$79.8K	1	0.01%	New
2258	BAMG Brand Asset Management Group Chesterfield, Missouri	$76K	+$94	4	0.05%	Increased
2259	VEA Virtus ETF Advisers New York	$75K	$0	2	0.02%	Maintained
2260	Copeland Capital Management Conshohocken, Pennsylvania	$74K	-$106K	1	0%	Reduced
2261	PVH Psagot Value Holdings Tel Aviv, Israel	$73K	-$79.3K	2	0%	Reduced
2262	PCA Providence Capital Advisors Charlotte, North Carolina	$70K	-$1K	1	0.04%	Reduced
2263	CFN Cordasco Financial Network Naples, Florida	$69K	$0	4	0.07%	Maintained
2264	LF Lee Financial Dallas, Texas	$69K	+$23.6K	3	0.02%	Increased
2265	Simon Quick Advisors Morristown, New Jersey	$66K	+$35.4K	3	0.03%	Increased
2266	TD Ameritrade Investment Management Omaha, Nebraska	$64K	+$37.5K	3	0%	Increased
2267	AWW Alan W. Weber	$61K	$0	1	0.03%	Maintained
2268	FRA Front Row Advisors Tiburon, California	$61K	-$426	1	0.04%	Reduced
2269	CH Canton Hathaway Providence, Rhode Island	$60K	$0	2	0.03%	Maintained
2270	CIM Contravisory Investment Management Norwell, Massachusetts	$60K	-$106K	1	0.02%	Reduced
2271	CQS Credential Qtrade Securities Vancouver,	$57.7K	-$74K	1	0.01%	Reduced
2272	VC Vestor Capital Chicago, Illinois	$57K	-$34K	1	0.01%	Reduced
2273	BC Barnett & Company Chattanooga, Tennessee	$55K	-$23.6K	1	0.03%	Reduced
2274	Sageworth Trust Lancaster, Pennsylvania	$52K	$0	2	0.01%	Maintained
2275	ME McIlrath & Eck Arlington, Washington	$51K	+$4.04K	4	0.03%	Increased