← 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
2376	Intesa Sanpaolo SpA. Turin, Italy	$1.14M	+$1.1M	1	0.04%	New
2377	DM Diversified Management Milwaukee, Wisconsin	$1.14M	-$42.8K	2	0.24%	Reduced
2378	APW Acima Private Wealth Richmond, Virginia	$1.14M	$0	2	0.33%	Maintained
2379	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.13M	+$367	1	0.11%	Increased
2380	OWA Opal Wealth Advisors Jericho, New York	$1.13M	-$33.4K	3	0.24%	Reduced
2381	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$1.13M	-$144K	4	0.37%	Reduced
2382	SFO Stenger Family Office Naperville, Illinois	$1.13M	-$92.5K	2	0.18%	Reduced
2383	WRPWM Werba Rubin Papier Wealth Management San Jose, California	$1.13M	+$467K	3	0.14%	Increased
2384	MWM MOKAN Wealth Management Overland Park, Kansas	$1.13M	+$4.58K	1	0.43%	Increased
2385	CCT Capital City Trust Tallahassee, Florida	$1.13M	$0	1	0.23%	Maintained
2386	RIA Realta Investment Advisors Wilmington, Delaware	$1.13M	+$39.9K	2	0.35%	Increased
2387	CWMK Caliber Wealth Management (Kansas) Overland Park, Kansas	$1.13M	-$301K	1	0.11%	Reduced
2388	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$1.12M	-$15.9K	2	0.06%	Reduced
2389	AWM Aviso Wealth Management Bellevue, Washington	$1.12M	+$32.1K	2	0.38%	Increased
2390	KFA Kelleher Financial Advisors New York	$1.12M	+$446K	5	0.16%	Increased
2391	FH FWG Holdings Winter Park, Florida	$1.12M	+$967K	1	0.39%	New
2392	BFPW BOK Financial Private Wealth Denver, Colorado	$1.12M	-$6.85K	3	0.06%	Reduced
2393	AI AdvisorShares Investments Bethesda, Maryland	$1.12M	-$105K	1	0.14%	Reduced
2394	SHFP Second Half Financial Partners Sebring, Florida	$1.12M	-$3.48K	2	0.46%	Reduced
2395	WA WealthTrust Axiom Wayne, Pennsylvania	$1.12M	-$1.28K	2	0.25%	Reduced
2396	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$1.12M	+$35.8K	2	0.37%	Increased
2397	AB ANB Bank Denver, Colorado	$1.11M	-$35.9K	1	0.42%	Reduced
2398	TCWM Total Clarity Wealth Management St. Charles, Illinois	$1.11M	+$157K	2	0.22%	Increased
2399	BWM Baron Wealth Management Troy, Michigan	$1.11M	+$103K	2	0.29%	Increased
2400	BBL Beck Bode LLC Dedham, Massachusetts	$1.1M	+$20.7K	1	0.17%	Increased