← 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
PCM
Price Capital Management
Louisiana
$0 -$34K 0 – Closed
2527
PPP
Private Portfolio Partners
New Jersey
$0 -$526K 0 – Closed
2528
PIM
Profit Investment Management
Maryland
$0 -$1.22M 0 – Closed
2529
PA
PSI Advisors
Florida
$0 -$30K 0 – Closed
2530
PAM
PVG Asset Management
Colorado
$0 -$1.38M 0 – Closed
2531
RA
Rational Advisors
New York
$0 -$1.02M 0 – Closed
2532
RFN
RDA Financial Network
Iowa
$0 -$319K 0 – Closed
2533
RIA
Regal Investment Advisors
Michigan
$0 -$4.73M 0 – Closed
2534
RPWA
Regent Peak Wealth Advisors
Georgia
$0 -$1.45M 0 – Closed
2535
RZH
Relyea Zuckerberg Hanson
Connecticut
$0 -$217K 0 – Closed
2536
River Road Asset Management
River Road Asset Management
Kentucky
$0 -$684K 0 – Closed
2537
RMA
Roffman Miller Associates
Pennsylvania
$0 -$51K 0 – Closed
2538
RTS
Round Table Services
New Jersey
$0 -$280K 0 – Closed
2539
RWRC
R.W. Roge & Company
New York
$0 -$468K 0 – Closed
2540
SIM
Sadoff Investment Management
Wisconsin
$0 -$234K 0 – Closed
2541
SIC
Samalin Investment Counsel
New York
$0 -$158K 0 – Closed
2542
SCM
Sandler Capital Management
New York
$0 -$5.78M 0 – Closed
2543
Sarasin & Partners
Sarasin & Partners
United Kingdom
$0 -$118M 0 – Closed
2544
SFG
Sather Financial Group
Texas
$0 -$276K 0 – Closed
2545
SEEDPG
S.E.E.D. Planning Group
New York
$0 -$209K 0 – Closed
2546
SIG
Senator Investment Group
New York
$0 -$139M 0 – Closed
2547
SPA
Sentinel Pension Advisors
Massachusetts
$0 -$991K 0 – Closed
2548
SC
Sepio Capital
Utah
$0 -$245K 0 – Closed
2549
SSWG
Seven Springs Wealth Group
Tennessee
$0 -$16K 0 – Closed
2550
SM
SG3 Management
Puerto Rico
$0 -$30K 0 – Closed