← 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
2626
CCM
CAAS Capital Management
New York
$0 -$880K 0 – Closed
2627
Candriam SCA
Candriam SCA
Luxembourg
$0 -$222K 0 – Closed
2628
CA
Capital Advantage
California
$0 -$2.06M 0 – Closed
2629
CCM
Carderock Capital Management
Maryland
$0 -$941K 0 – Closed
2630
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$0 -$2.75M 0 – Closed
2631
CWA
Clarus Wealth Advisors
Arizona
$0 -$396K 0 – Closed
2632
CC
Codex Capital
New York
$0 -$331K 0 – Closed
2633
CAM
Columbia Asset Management
Michigan
$0 -$1.39M 0 – Closed
2634
CWM
Cranbrook Wealth Management
Michigan
$0 -$2K 0 – Closed
2635
CWS
Cypress Wealth Services
California
$0 -$281K 0 – Closed
2636
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
$0 -$2.69M 0 – Closed
2637
DAM
Deltec Asset Management
New York
$0 -$266K 0 – Closed
2638
DWP
Destiny Wealth Partners
Florida
$0 -$66K 0 – Closed
2639
DA
Detalus Advisors
Missouri
$0 -$204K 0 – Closed
2640
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore)
Singapore
$0 -$1.46M 0 – Closed
2641
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$0 -$4K 0 – Closed
2642
EA
Ellsworth Advisors
Ohio
$0 -$1.84M 0 – Closed
2643
ER
Enlightenment Research
Florida
$0 -$224K 0 – Closed
2644
FNB
Farmers National Bank
Kentucky
$0 -$723K 0 – Closed
2645
FC
Ferris Capital
Massachusetts
$0 -$822K 0 – Closed
2646
FP
Fiduciary Planning
Florida
$0 -$88K 0 – Closed
2647
Financial Engines Advisors
Financial Engines Advisors
California
$0 -$4.18M 0 – Closed
2648
Flow Traders U.S.
Flow Traders U.S.
New York
$0 -$379K 0 – Closed
2649
FF
Fluent Financial
Texas
$0 -$4.84M 0 – Closed
2650
FA
FMA Advisory
Pennsylvania
$0 -$2.68M 0 – Closed