← 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
CCA
Cadent Capital Advisors
Oklahoma
$0 -$329K 0 – Closed
2602
CFA
Camarda Financial Advisors
Florida
$0 -$726K 0 – Closed
2603
CIM
Cambria Investment Management
California
$0 -$4.41M 0 – Closed
2604
CBT
Capital Bank & Trust
California
$0 -$137M 0 – Closed
2605
Capital Wealth Planning
Capital Wealth Planning
Florida
$0 -$265K 0 – Closed
2606
Cartenna Capital
Cartenna Capital
Connecticut
$0 -$14.6M 0 – Closed
2607
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$0 -$46.9M 0 – Closed
2608
Channing Capital Management
Channing Capital Management
Illinois
$0 -$6.55M 0 – Closed
2609
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$0 -$210K 0 – Closed
2610
CRI
Colonial River Investments
Virginia
$0 -$499K 0 – Closed
2611
Comgest Global Investors
Comgest Global Investors
France
$0 -$1.71M 0 – Closed
2612
CP
Corbenic Partners
Pennsylvania
$0 -$9K 0 – Closed
2613
CA
Corriente Advisors
Texas
$0 -$7.86M 0 – Closed
2614
CG
Corundum Group
Colorado
$0 -$224K 0 – Closed
2615
CL
CSS LLC
Illinois
$0 -$600K 0 – Closed
2616
CPWM
Cypress Point Wealth Management
Texas
$0 -$40K 0 – Closed
2617
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$54.7M 0 – Closed
2618
DACG
Donor Advised Charitable Giving
California
$0 -$6.84M 0 – Closed
2619
Element Capital Management
Element Capital Management
New York
$0 -$70.4M 0 – Closed
2620
EPA
Element Pointe Advisors
Florida
$0 -$284K 0 – Closed
2621
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$0 -$148K 0 – Closed
2622
FWM
FFT Wealth Management
Pennsylvania
$0 -$109K 0 – Closed
2623
FA
Fiducient Advisors
Illinois
$0 -$488K 0 – Closed
2624
FI
Financial Insights
Washington
$0 -$52.5K 0 – Closed
2625
FTA
Financial & Tax Architects
Missouri
$0 -$372K 0 – Closed