← 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
2601	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$0	-$970K	–	Closed
2602	NG NatWest Group Edinburgh, Scotland, United Kingdom	$0	-$202K	–	Closed
2603	NI Nepsis Inc Minneapolis, Minnesota	$0	-$1.01M	–	Closed
2604	NCA Newbrook Capital Advisors New York	$0	-$57.2M	–	Closed
2605	NPP New Potomac Partners Bethesda, Maryland	$0	-$124K	–	Closed
2606	NMC Nine Masts Capital Central, Hong Kong	$0	-$964K	–	Closed
2607	OCM Oakwood Capital Management Los Angeles, California	$0	-$3.67M	–	Closed
2608	Old Mission Capital Chicago, Illinois	$0	-$5.64M	–	Closed
2609	OPA Old Port Advisors Portland, Maine	$0	-$214K	–	Closed
2610	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$0	-$81K	–	Closed
2611	PI Pachira Investments Dana Point, California	$0	-$247K	–	Closed
2612	PCWA Pacific Capital Wealth Advisors Corona, California	$0	-$115K	–	Closed
2613	PFG Pacific Financial Group Bellevue, Washington	$0	-$3K	–	Closed
2614	PCM Palestra Capital Management New York	$0	-$45.2M	–	Closed
2615	PL Parkwood LLC Cleveland, Ohio	$0	-$10.4M	–	Closed
2616	PCM Penn Capital Management Philadelphia, Pennsylvania	$0	-$4.14M	–	Closed
2617	PM Precept Management Dallas, Texas	$0	-$1.1M	–	Closed
2618	PFM Premier Fund Managers Guildford, United Kingdom	$0	-$1.39M	–	Closed
2619	PTC Provident Trust Company Waukesha, Wisconsin	$0	-$253K	–	Closed
2620	PWM Provident Wealth Management Brentwood, Tennessee	$0	-$20K	–	Closed
2621	PAIM Punch & Associates Investment Management Edina, Minnesota	$0	-$2.14M	–	Closed
2622	RIM Rampart Investment Management Hartford, Connecticut	$0	-$453K	–	Closed
2623	RA Rational Advisors Huntington, New York	$0	-$7K	–	Closed
2624	RBF Capital San Francisco, California	$0	-$124K	–	Closed
2625	RIM Reliant Investment Management Memphis, Tennessee	$0	-$229K	–	Closed