← 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
2401	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$192K	$0	1	0.11%	Maintained
2402	NC NewSquare Capital Newtown Square, Pennsylvania	$192K	$0	1	0.03%	Maintained
2403	FFA Freedman Financial Associates Peabody, Massachusetts	$191K	+$17.4K	1	0.16%	Increased
2404	SIS Sound Income Strategies Ft Lauderdale, Florida	$188K	+$51.5K	3	0.03%	Increased
2405	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$186K	-$14.6K	1	0.05%	Reduced
2406	UCMOK United Capital Management of KS Salina, Kansas	$184K	-$37.1K	1	0.08%	Reduced
2407	JFA JNBA Financial Advisors Bloomington, Minnesota	$183K	+$13.1K	4	0.03%	Increased
2408	PC Permanens Capital New York	$180K	-$4.62M	2	0.04%	Reduced
2409	BCA Bray Capital Advisors Naples, Florida	$179K	$0	1	0.05%	Maintained
2410	Credit Agricole Montrouge Cedex, France	$172K	+$72.8K	2	0%	Increased
2411	RIM Rockbridge Investment Management Syracuse, New York	$171K	-$3.36K	3	0.03%	Reduced
2412	LWA Lenox Wealth Advisors New York	$168K	-$52.7K	4	0.02%	Reduced
2413	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$167K	-$3.41K	3	0.08%	Reduced
2414	Storebrand Asset Management Lysaker, Norway	$165K	$0	1	0%	Maintained
2415	Larson Financial Group St Louis, Missouri	$165K	+$219	3	0.05%	Increased
2416	FCM Firestone Capital Management Coral Gables, Florida	$163K	$0	3	0.06%	Maintained
2417	SOAMC Spirit of America Management Corp Syosset, New York	$162K	$0	1	0.04%	Maintained
2418	RP Rowlandmiller & Partners Atlanta, Georgia	$161K	-$11K	1	0.04%	Reduced
2419	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$157K	+$147K	2	0.15%	New
2420	MIM Meridiem Investment Management London, United Kingdom	$153K	$0	1	0.01%	Maintained
2421	AW Avion Wealth The Woodlands, Texas	$148K	$0	1	0.05%	Maintained
2422	CFG CKW Financial Group Honolulu, Hawaii	$147K	+$21.9K	1	0.03%	Increased
2423	CPA Cowen Prime Advisors New York	$146K	$0	1	0.06%	Maintained
2424	WPA West Paces Advisors Atlanta, Georgia	$146K	+$3.47K	3	0.06%	Increased
2425	FWM Filbrandt Wealth Management Middleton, Wisconsin	$145K	-$15.9K	2	0.09%	Reduced