← 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
2526
CC
Caxton Corporation
New Jersey
$0 -$216K 0 – Closed
2527
Chilton Investment Company
Chilton Investment Company
Connecticut
$0 -$216K 0 – Closed
2528
CRA
Circle Road Advisors
New York
$0 -$3.93M 0 – Closed
2529
CCM
Clearfield Capital Management
New York
$0 -$27.6M 0 – Closed
2530
CIR
Clear Investment Research
Georgia
$0 -$1K 0 – Closed
2531
CCM
Contrarian Capital Management
Connecticut
$0 -$512K 0 – Closed
2532
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$1.01M 0 – Closed
2533
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$0 -$74K 0 – Closed
2534
CCI
Credit Capital Investments
New Jersey
$0 -$545K 0 – Closed
2535
CPP
Crow Point Partners
Massachusetts
$0 -$284K 0 – Closed
2536
DC
DeDora Capital
California
$0 -$341K 0 – Closed
2537
DIM
Delta Investment Management
California
$0 -$2.52M 0 – Closed
2538
DP
Denver PWM
Colorado
$0 -$2.6K 0 – Closed
2539
DC
Diametric Capital
Massachusetts
$0 -$2.27M 0 – Closed
2540
EI
EAM Investors
California
$0 -$1.93M 0 – Closed
2541
Element Capital Management
Element Capital Management
New York
$0 -$4.01M 0 – Closed
2542
ER
Enlightenment Research
Florida
$0 -$334K 0 – Closed
2543
Erste Asset Management
Erste Asset Management
Austria
$0 -$131K 0 – Closed
2544
FBFS
First Business Financial Services
Wisconsin
$0 -$639K 0 – Closed
2545
FCA
FLC Capital Advisors
California
$0 -$375K 0 – Closed
2546
FIA
FNY Investment Advisers
New York
$0 -$650K 0 – Closed
2547
Focus Financial Network
Focus Financial Network
Minnesota
$0 -$211K 0 – Closed
2548
GIA
Gargoyle Investment Advisor
New Jersey
$0 -$234K 0 – Closed
2549
GCA
Gideon Capital Advisors
New York
$0 -$1.96M 0 – Closed
2550
GCM
Glaxis Capital Management
Florida
$0 -$2.11M 0 – Closed