← 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	% of Portfolio	Status
2501	NCM Novare Capital Management Charlotte, North Carolina	$0	-$6.03M	–	Closed
2502	NG NWK Group San Francisco, California	$0	-$3K	–	Closed
2503	OI Oakbrook Investments Lisle, Illinois	$0	-$5M	–	Closed
2504	OC Oakmont Corp Los Angeles, California	$0	-$249K	–	Closed
2505	OMIC Old Mission Investment Co Traverse City, Michigan	$0	-$204K	–	Closed
2506	OR Olympiad Research Stamford, Connecticut	$0	-$560K	–	Closed
2507	OFS OneAscent Financial Services Birmingham, Alabama	$0	-$192K	–	Closed
2508	One Capital Management Westlake Village, California	$0	-$227K	–	Closed
2509	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$15.7M	–	Closed
2510	PP PagnatoKarp Partners Reston, Virginia	$0	-$419K	–	Closed
2511	Park Avenue Securities New York	$0	-$2.36M	–	Closed
2512	PP Parplus Partners New York	$0	-$356K	–	Closed
2513	PIMG Patriot Investment Management Group Knoxville, Tennessee	$0	-$230K	–	Closed
2514	PW Peninsula Wealth San Francisco, California	$0	-$237K	–	Closed
2515	Pentwater Capital Management Naples, Florida	$0	-$28.5M	–	Closed
2516	PWP Personal Wealth Partners Bloomington, Minnesota	$0	-$164K	–	Closed
2517	PWA Physician Wealth Advisors Midvale, Utah	$0	-$401K	–	Closed
2518	PNAA Pictet North America Advisors Geneva 73, Switzerland	$0	-$242K	–	Closed
2519	PC Pier Capital Stamford, Connecticut	$0	-$4.65M	–	Closed
2520	PTB Pioneer Trust Bank Salem, Oregon	$0	-$4.09M	–	Closed
2521	Polar Capital London, United Kingdom	$0	-$50.2M	–	Closed
2522	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$25.8M	–	Closed
2523	PGA Portland Global Advisors Portland, Maine	$0	-$231K	–	Closed
2524	PCAP Pratt Collard Advisory Partners Buffalo, New York	$0	-$216K	–	Closed
2525	PAM Premier Asset Management Chicago, Illinois	$0	-$1.06M	–	Closed