← 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
2351	MA Modus Advisors Excelsior, Minnesota	$19K	+$19.6K	1	0.01%	New
2352	HF Halpern Financial Ashburn, Virginia	$18.9K	-$4.8K	2	0.01%	Reduced
2353	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$18K	-$161K	1	0.01%	Reduced
2354	AJ Ashburton (Jersey) St Helier, Jersey	$17K	+$17.6K	1	0.01%	New
2355	LWA Lowe Wealth Advisors Columbia, Maryland	$17K	-$6.86K	2	0.01%	Reduced
2356	NEAM New England Asset Management Farmington, Connecticut	$16K	-$9.8K	1	0%	Reduced
2357	TCCM Timber Creek Capital Management Boston, Massachusetts	$16K	-$7K	1	0.01%	Reduced
2358	POIA Pin Oak Investment Advisors Houston, Texas	$15K	-$8.8K	1	0.01%	Reduced
2359	SC Sawyer & Company Boston, Massachusetts	$15K	-$8.99K	1	0.01%	Reduced
2360	PCFFS Pacific Center for Financial Services San Ramon, California	$13K	+$8.36K	1	0.01%	Increased
2361	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$12.9K	+$13.4K	2	0.01%	New
2362	RMC Resources Management Corp West Hartford, Connecticut	$12K	-$5.86M	1	0%	Reduced
2363	Bank Julius Baer & Co Zurich, Switzerland	$11K	-$29.8M	1	0%	Reduced
2364	GG Gleason Group Prospect, Kentucky	$11K	-$6.49K	1	0.01%	Reduced
2365	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$10K	+$10.5K	2	0.01%	New
2366	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$10K	-$119K	1	0.01%	Reduced
2367	APC Aspire Private Capital Cornelius, North Carolina	$9K	-$54.7K	2	0%	Reduced
2368	Rothschild & Co Wealth Management (UK) London, United Kingdom	$9K	-$5.3K	1	0%	Reduced
2369	WAMC Western Asset Management Company Pasadena, California	$9K	+$9.53K	2	0%	New
2370	HWM HighMark Wealth Management St. Paul, Minnesota	$7K	-$749	2	0.01%	Reduced
2371	CP Corbenic Partners Bethlehem, Pennsylvania	$6K	+$6.24K	1	0%	New
2372	SMG Spectrum Management Group Indianapolis, Indiana	$6K	$0	1	0%	Maintained
2373	CH Canton Hathaway Providence, Rhode Island	$5K	+$5.64K	1	0%	New
2374	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$3K	-$6.8K	1	0%	Reduced
2375	ECM EII Capital Management New York	$3K	$0	1	0%	Maintained