← 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	CCM Canal Capital Management Richmond, Virginia	$284K	+$25.4K	1	0.07%	Increased
2402	ACA Affinity Capital Advisors Berkeley, California	$283K	$0	1	0.09%	Maintained
2403	IA IFG Advisors St. Louis, Missouri	$282K	+$1.12K	1	0.12%	Increased
2404	Laird Norton Wetherby Trust Company Seattle, Washington	$282K	+$3.31K	1	0.03%	Increased
2405	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$282K	$0	1	0.12%	Maintained
2406	SFO Stokes Family Office New Orleans, Louisiana	$282K	+$17.1K	1	0.04%	Increased
2407	CWM CCG Wealth Management San Diego, California	$281K	$0	1	0.15%	Maintained
2408	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$280K	$0	1	0.07%	Maintained
2409	BFA Bill Few Associates Pittsburgh, Pennsylvania	$280K	+$283K	1	0.15%	New
2410	FFWM Future Financial Wealth Management Cincinnati, Ohio	$280K	-$56.7K	3	0.22%	Reduced
2411	EBT Enterprise Bank & Trust Lowell, Massachusetts	$279K	-$34.9K	1	0.1%	Reduced
2412	NA Navellier & Associates Reno, Nevada	$279K	+$745	1	0.04%	Increased
2413	RCA Ranch Capital Advisors Sarasota, Florida	$279K	-$92.7K	1	0.18%	Reduced
2414	LWA Lenox Wealth Advisors New York	$278K	+$32.7K	5	0.03%	Increased
2415	Polar Asset Management Partners Toronto, Ontario, Canada	$278K	+$280K	1	0%	New
2416	HC Hamilton Capital Columbus, Ohio	$277K	+$39.6K	1	0.02%	Increased
2417	HIG Heritage Investment Group Pompano Beach, Florida	$276K	+$280K	1	0.22%	New
2418	WAM Wakefield Asset Management Englewood, Colorado	$276K	+$13.7K	1	0.1%	Increased
2419	BBNA Bremer Bank National Association St Paul, Minnesota	$275K	-$13.3K	1	0.05%	Reduced
2420	OL Optas LLC Austin, Texas	$275K	-$4.65K	1	0.08%	Reduced
2421	PPWM Paragon Private Wealth Management Lexington, Kentucky	$274K	+$278K	1	0.24%	New
2422	PVH Psagot Value Holdings Tel Aviv, Israel	$271K	-$189K	1	0.05%	Reduced
2423	BCM Buckhead Capital Management Atlanta, Georgia	$270K	$0	1	0.06%	Maintained
2424	CVM Cheviot Value Management Beverly Hills, California	$270K	+$1.39K	1	0.06%	Increased
2425	DAM Doheny Asset Management Los Angeles, California	$270K	$0	1	0.19%	Maintained