← 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
2776
AFP
Advus Financial Partners
Florida
$0 -$364K 0 – Closed
2777
AF
Alerus Financial
North Dakota
$0 -$1.86M 0 – Closed
2778
Altshuler Shaham
Altshuler Shaham
Israel
$0 -$135M 0 – Closed
2779
ACI
AMP Capital Investors
Australia
$0 -$48.8M 0 – Closed
2780
AWAM
Appian Way Asset Management
New York
$0 -$10.2M 0 – Closed
2781
AAM
Arabesque Asset Management
United Kingdom
$0 -$245K 0 – Closed
2782
ACM
Argyle Capital Management
Pennsylvania
$0 -$5.58M 0 – Closed
2783
APWA
Atlas Private Wealth Advisors
New Jersey
$0 -$21K 0 – Closed
2784
AI
Atom Investors
Texas
$0 -$1.2M 0 – Closed
2785
BBP
Banco BTG Pactual
Brazil
$0 -$8.66M 0 – Closed
2786
Banco Santander
Banco Santander
Spain
$0 -$1.28M 0 – Closed
2787
BHA
Beech Hill Advisors
New York
$0 -$2.33M 0 – Closed
2788
BMD
Better Money Decisions
New Mexico
$0 -$113K 0 – Closed
2789
BIA
Bigelow Investment Advisors
Maine
$0 -$1.14M 0 – Closed
2790
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0 -$944K 0 – Closed
2791
BBA
Braun-Bostich & Associates
Pennsylvania
$0 -$463K 0 – Closed
2792
BPM
Bronson Point Management
Connecticut
$0 -$2.58M 0 – Closed
2793
BMCM
Burns Matteson Capital Management
New York
$0 -$476K 0 – Closed
2794
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$0 -$1.57M 0 – Closed
2795
CWA
Canvas Wealth Advisors
Kansas
$0 -$880K 0 – Closed
2796
CDIA
Capital Directions Investment Advisors
Georgia
$0 -$20K 0 – Closed
2797
Capula Management
Capula Management
Cayman Islands
$0 -$2.45M 0 – Closed
2798
CCM
Carderock Capital Management
Maryland
$0 -$74K 0 – Closed
2799
CCP
Cassia Capital Partners
North Carolina
$0 -$994K 0 – Closed
2800
CCM
Cinctive Capital Management
New York
$0 -$809K 0 – Closed