← 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
2676
PC
Port Capital
Illinois
$0 -$410K 0 – Closed
2677
QT
Quantamental Technologies
New York
$0 -$735K 0 – Closed
2678
RIA
Regal Investment Advisors
Michigan
$0 -$3.83M 0 – Closed
2679
RG
Renaissance Group
Kentucky
$0 -$248K 0 – Closed
2680
RA
RiverPark Advisors
New York
$0 -$8.38M 0 – Closed
2681
RCM
Riverpark Capital Management
New York
$0 -$3.54M 0 – Closed
2682
RHP
Royal Harbor Partners
Texas
$0 -$1.04M 0 – Closed
2683
SIAG
Safeguard Investment Advisory Group
California
$0 -$80K 0 – Closed
2684
SIC
Samalin Investment Counsel
New York
$0 -$259K 0 – Closed
2685
Sarasin & Partners
Sarasin & Partners
United Kingdom
$0 -$38.7M 0 – Closed
2686
Select Equity Group
Select Equity Group
New York
$0 -$293K 0 – Closed
2687
SSWG
Seven Springs Wealth Group
Tennessee
$0 -$2K 0 – Closed
2688
SMC
S. Muoio & Co
New York
$0 -$529K 0 – Closed
2689
SFG
Sowa Financial Group
Rhode Island
$0 -$106K 0 – Closed
2690
SC
SRB Corp
Massachusetts
$0 -$757K 0 – Closed
2691
SCP
Steamboat Capital Partners
New York
$0 -$7.93M 0 – Closed
2692
SAS
Stelac Advisory Services
New York
$0 -$143K 0 – Closed
2693
SFWC
Strategic Family Wealth Counselors
New Jersey
$0 -$203K 0 – Closed
2694
SICM
Sustainable Insight Capital Management
New York
$0 -$218K 0 – Closed
2695
S
swisspartners
Liechtenstein
$0 -$929K 0 – Closed
2696
TPI
Tesco Pension Investment
United Kingdom
$0 -$74.1M 0 – Closed
2697
TPCM
Three Peaks Capital Management
Colorado
$0 -$4.27M 0 – Closed
2698
TFM
TPI Fund Managers
United Kingdom
$0 -$8.72M 0 – Closed
2699
TIA
Traphagen Investment Advisors
New Jersey
$0 -$314K 0 – Closed
2700
TIAM2
Tru Independence Asset Management 2
Oregon
$0 -$51K 0 – Closed