← 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
2301	BFS Bickling Financial Services Lexington, Massachusetts	$457K	+$1.23K	1	0.23%	Increased
2302	CHP Cable Hill Partners Portland, Oregon	$457K	+$7.3K	1	0.3%	Increased
2303	M&G Investment Management London, United Kingdom	$457K	-$16.8K	1	0%	Reduced
2304	NP Ninepoint Partners Toronto, Ontario, Canada	$457K	-$83.2K	1	0.1%	Reduced
2305	SCM SOL Capital Management Rockville, Maryland	$457K	-$14.2K	1	0.08%	Reduced
2306	Krilogy Financial St. Louis, Missouri	$456K	-$15.4K	1	0.05%	Reduced
2307	EHAM Eagle Harbor Asset Management Seattle, Washington	$455K	-$38.9K	1	0.59%	Reduced
2308	KC Kingfisher Capital Charlotte, North Carolina	$454K	+$11.5K	1	0.12%	Increased
2309	QTM qPULA Trading Management New York	$452K	+$424K	2	0.6%	New
2310	Klingman & Associates New York	$450K	+$422K	1	0.04%	New
2311	CWM CCG Wealth Management San Diego, California	$449K	+$120K	1	0.22%	Increased
2312	WWM Windsor Wealth Management Indianapolis, Indiana	$448K	+$137K	1	0.08%	Increased
2313	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$444K	$0	1	0.19%	Maintained
2314	NEAM New England Asset Management Farmington, Connecticut	$444K	-$174K	3	0.01%	Reduced
2315	GM GeoWealth Management Chicago, Illinois	$443K	-$153K	1	0.04%	Reduced
2316	GHA GW Henssler & Associates Kennesaw, Georgia	$443K	+$6.29K	1	0.03%	Increased
2317	SFG Sunburst Financial Group Vestavia Hills, Alabama	$443K	-$1.9K	1	0.22%	Reduced
2318	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$442K	-$222K	1	0.29%	Reduced
2319	SA Strategic Advisors New York	$441K	-$328K	1	0.08%	Reduced
2320	IFS Ifrah Financial Services Little Rock, Arkansas	$439K	+$9.19K	1	0.12%	Increased
2321	SIM SSI Investment Management Los Angeles, California	$439K	+$414K	2	0.02%	New
2322	TF TimeScale Financial Danvers, Massachusetts	$437K	+$4.23K	4	0.1%	Increased
2323	PFS Physicians Financial Services Raleigh, North Carolina	$436K	$0	1	0.17%	Maintained
2324	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$436K	+$1.65K	1	0.11%	Increased
2325	Arax Advisory Partners Denver, Colorado	$435K	+$182K	5	0.06%	Increased