← 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	PAM Premier Asset Management Chicago, Illinois	$242K	+$200K	1	0.05%	New
2252	WCM Whitener Capital Management Rocky Mount, North Carolina	$242K	-$715K	1	0.11%	Reduced
2253	IAP Indie Asset Partners Carmel, Indiana	$241K	+$242K	1	0.28%	New
2254	IIM InTrack Investment Management South Burlington, Vermont	$241K	+$192K	1	0.24%	New
2255	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$241K	+$232K	3	0.18%	New
2256	SFC SYM Financial Corp Winona Lake, Indiana	$241K	+$221K	1	0.18%	New
2257	BCP Berkeley Capital Partners Milton, Georgia	$240K	+$221K	1	0.12%	New
2258	HR Hayden Royal Charlotte, North Carolina	$240K	-$119K	1	0.13%	Reduced
2259	SBF Sara-Bay Financial Sarasota, Florida	$240K	-$5.86K	1	0.11%	Reduced
2260	SAA Southeast Asset Advisors Thomasville, Georgia	$240K	+$221K	1	0.05%	New
2261	ADL Asset Dedication LLC San Francisco, California	$239K	-$19.8K	3	0.05%	Reduced
2262	CSM CAMG Solamere Management Charlotte, North Carolina	$239K	-$487K	1	0.2%	Reduced
2263	DIM Delta Investment Management San Francisco, California	$239K	+$220K	1	0.08%	New
2264	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$239K	-$429K	1	0.08%	Reduced
2265	NWA Navis Wealth Advisors Rye Brook, New York	$238K	+$219K	1	0.21%	New
2266	Pentwater Capital Management Naples, Florida	$238K	-$8.69M	1	0%	Reduced
2267	TFF The Family Firm Bethesda, Maryland	$238K	+$226K	1	0.07%	New
2268	Hills Bank & Trust North Liberty, Iowa	$237K	-$1.71K	1	0.04%	Reduced
2269	HA HYA Advisors Springfield, Missouri	$236K	+$306	1	0.13%	Increased
2270	ACM AUA Capital Management Camp Hill, Pennsylvania	$235K	$0	2	0.17%	Maintained
2271	EPA Element Pointe Advisors Miami, Florida	$234K	+$215K	1	0.09%	New
2272	CWM Connecticut Wealth Management Farmington, Connecticut	$234K	-$36.7M	1	0.02%	Reduced
2273	CMO Covenant Multifamily Offices San Antonio, Texas	$234K	+$215K	1	0.04%	New
2274	LWM Liberty Wealth Management Oakland, California	$234K	+$8.22K	4	0.11%	Increased
2275	JF JSF Financial Los Angeles, California	$233K	-$230K	1	0.16%	Reduced