← 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
2551
BAMG
Brand Asset Management Group
Missouri
$0 -$44K 0 – Closed
2552
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$0 -$44.7M 0 – Closed
2553
BCM
Brasada Capital Management
Texas
$0 -$259K 0 – Closed
2554
BDWM
Brewin Dolphin Wealth Management
Ireland
$0 -$6.83K 0 – Closed
2555
Bridgewater Associates
Bridgewater Associates
Connecticut
$0 -$806K 0 – Closed
2556
Capital Wealth Planning
Capital Wealth Planning
Florida
$0 -$234K 0 – Closed
2557
Castleark Management
Castleark Management
Illinois
$0 -$425K 0 – Closed
2558
CRWM
Castle Rock Wealth Management
California
$0 -$545K 0 – Closed
2559
CC
Cedar Capital
Illinois
$0 -$1.58M 0 – Closed
2560
CWP
CFM Wealth Partners
Texas
$0 -$215K 0 – Closed
2561
Churchill Management
Churchill Management
California
$0 -$10.7M 0 – Closed
2562
CAM
Cidel Asset Management
Ontario, Canada
$0 -$287K 0 – Closed
2563
CAM
ClariVest Asset Management
California
$0 -$9.97M 0 – Closed
2564
CPC
Congress Park Capital
New York
$0 -$1.26M 0 – Closed
2565
CG
Corundum Group
Colorado
$0 -$256K 0 – Closed
2566
CP
Covenant Partners
Tennessee
$0 -$370K 0 – Closed
2567
CCP
Cunning Capital Partners
North Carolina
$0 -$5.04M 0 – Closed
2568
DI
DAGCO Inc
Ohio
$0 -$513K 0 – Closed
2569
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$0 -$2.21M 0 – Closed
2570
DFG
Demars Financial Group
Washington
$0 -$796K 0 – Closed
2571
DCM
Dimension Capital Management
Florida
$0 -$272K 0 – Closed
2572
DIP
DT Investment Partners
Pennsylvania
$0 -$843K 0 – Closed
2573
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$0 -$61.5M 0 – Closed
2574
EFIC
Eliot Finkel Investment Counsel
California
$0 -$426K 0 – Closed
2575
EMG
Ellington Management Group
Connecticut
$0 -$891K 0 – Closed