← 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
2601
BWA
Burt Wealth Advisors
Maryland
$0 -$214K 0 – Closed
2602
CC
Cadinha & Co
Hawaii
$0 -$223K 0 – Closed
2603
CSM
CAMG Solamere Management
North Carolina
$0 -$239K 0 – Closed
2604
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$585K 0 – Closed
2605
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$0 -$3.32M 0 – Closed
2606
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$0 -$4.4M 0 – Closed
2607
Capital International
Capital International
California
$0 -$247K 0 – Closed
2608
CC
Carlson Capital
Texas
$0 -$10.6M 0 – Closed
2609
CPO
Cerity Partners OCIO
New York
$0 -$272K 0 – Closed
2610
Circle Wealth Management
Circle Wealth Management
New Jersey
$0 -$1.29M 0 – Closed
2611
CYG
Clean Yield Group
Vermont
$0 -$160K 0 – Closed
2612
CRCM
Corbett Road Capital Management
Virginia
$0 -$264K 0 – Closed
2613
CA
Corriente Advisors
Texas
$0 -$5.49M 0 – Closed
2614
CPWM
Cypress Point Wealth Management
Texas
$0 -$376K 0 – Closed
2615
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$0 -$1.09M 0 – Closed
2616
DIM
Delta Investment Management
California
$0 -$239K 0 – Closed
2617
DF Dent & Co
DF Dent & Co
Maryland
$0 -$454K 0 – Closed
2618
DC
Diametric Capital
Massachusetts
$0 -$312K 0 – Closed
2619
D
Diversified
Delaware
$0 -$39K 0 – Closed
2620
Driehaus Capital Management
Driehaus Capital Management
Illinois
$0 -$5.84M 0 – Closed
2621
EI
EAM Investors
California
$0 -$2.32M 0 – Closed
2622
ESCM
Echo Street Capital Management
New York
$0 -$471K 0 – Closed
2623
ELC
Edgar Lomax Company
Virginia
$0 -$40.9M 0 – Closed
2624
EA
Elm Advisors
California
$0 -$40K 0 – Closed
2625
EML
Eos Management LP
New York
$0 -$583K 0 – Closed