← 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
CWM
Collaborative Wealth Management
Florida
$0 -$206K 0 – Closed
2852
CIP
Convergence Investment Partners
Florida
$0 -$212K 0 – Closed
2853
CCPM
Cooper Creek Partners Management
New York
$0 -$10.3M 0 – Closed
2854
CIM
Corda Investment Management
Texas
$0 -$1.05M 0 – Closed
2855
CSA
Cottage Street Advisors
Massachusetts
$0 -$227K 0 – Closed
2856
CL
CPWM LLC
Washington
$0 -$893K 0 – Closed
2857
CWG
Crown Wealth Group
North Carolina
$0 -$348K 0 – Closed
2858
CCM
CTC Capital Management
Illinois
$0 -$1.2M 0 – Closed
2859
CWS
Cypress Wealth Services
California
$0 -$204K 0 – Closed
2860
DC
Diametric Capital
Massachusetts
$0 -$222K 0 – Closed
2861
DCM
Disciplina Capital Management
Tennessee
$0 -$42K 0 – Closed
2862
EGI
EAM Global Investors
California
$0 -$3.48M 0 – Closed
2863
EFIC
Eliot Finkel Investment Counsel
California
$0 -$959K 0 – Closed
2864
EIG
Ellenbecker Investment Group
Wisconsin
$0 -$212K 0 – Closed
2865
ECG
EPIQ Capital Group
California
$0 -$2M 0 – Closed
2866
EAM
Evanson Asset Management
California
$0 -$204K 0 – Closed
2867
EFG
Everhart Financial Group
Ohio
$0 -$374K 0 – Closed
2868
Fenimore Asset Management
Fenimore Asset Management
New York
$0 -$233K 0 – Closed
2869
FA
Fiducient Advisors
Illinois
$0 -$356K 0 – Closed
2870
First Command Advisory Services
First Command Advisory Services
Texas
$0 $0 0 – Closed
2871
FAM
Flaharty Asset Management
Florida
$0 -$214K 0 – Closed
2872
FC
FORA Capital
Florida
$0 -$1.86M 0 – Closed
2873
FA
Fortis Advisors
Pennsylvania
$0 -$55K 0 – Closed
2874
GCM
Garland Capital Management
Washington
$0 -$3.47M 0 – Closed
2875
GBA
Garrison Bradford & Associates
New York
$0 -$202K 0 – Closed