← 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
2851
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$0 -$216K 0 – Closed
2852
PP
Patron Partners
Texas
$0 -$210K 0 – Closed
2853
PH
Pinnacle Holdings
Oklahoma
$0 -$75.6K 0 – Closed
2854
PWS
Precision Wealth Strategies
Missouri
$0 -$610K 0 – Closed
2855
QIM
Quantitative Investment Management
Virginia
$0 -$1.51M 0 – Closed
2856
RCIM
Red Cedar Investment Management
Michigan
$0 -$683K 0 – Closed
2857
RTL
Red Tortoise LLC
Georgia
$0 -$90K 0 – Closed
2858
RA
Resolute Advisors
California
$0 -$51K 0 – Closed
2859
RWB
RMR Wealth Builders
New Jersey
$0 -$525K 0 – Closed
2860
SAM
Sabadell Asset Management
Spain
$0 -$957K 0 – Closed
2861
SCM
Sandler Capital Management
New York
$0 -$6.59M 0 – Closed
2862
SAM
Sawgrass Asset Management
Florida
$0 -$508K 0 – Closed
2863
SC
Shay Capital
New York
$0 -$1.87M 0 – Closed
2864
SA
Sicart Associates
New York
$0 -$558K 0 – Closed
2865
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$0 -$279K 0 – Closed
2866
SFA
Source Financial Advisors
New York
$0 -$361K 0 – Closed
2867
SRAM
Spouting Rock Asset Management
Pennsylvania
$0 -$1.31M 0 – Closed
2868
SCC
Spring Creek Capital
Kansas
$0 -$6.75M 0 – Closed
2869
SFP
Sterling Financial Planning
New Jersey
$0 -$85K 0 – Closed
2870
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$0 -$1.36M 0 – Closed
2871
SAM
Strategy Asset Managers
California
$0 -$909K 0 – Closed
2872
SIGI
Susquehanna International Group (Ireland)
Ireland
$0 -$837K 0 – Closed
2873
TCA
Taconic Capital Advisors
New York
$0 -$7.84M 0 – Closed
2874
TIA
Tandem Investment Advisors
South Carolina
$0 -$397K 0 – Closed
2875
TCW Group
TCW Group
California
$0 -$17.8M 0 – Closed