← 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
2876
ACM
Alethea Capital Management
Washington
$0 -$934K 0 – Closed
2877
Alkeon Capital Management
Alkeon Capital Management
New York
$0 -$240M 0 – Closed
2878
AG
AlphaSimPlex Group
Massachusetts
$0 -$218K 0 – Closed
2879
AGM
Alpine Global Management
New York
$0 -$403K 0 – Closed
2880
AWA
Alta Wealth Advisors
Massachusetts
$0 -$203K 0 – Closed
2881
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0 -$41.4M 0 – Closed
2882
AAM
Arabesque Asset Management
United Kingdom
$0 -$276K 0 – Closed
2883
AC
Aristides Capital
Kentucky
$0 -$204K 0 – Closed
2884
AIM
Axiom Investment Management
New York
$0 -$736K 0 – Closed
2885
BFG
Barber Financial Group
Kansas
$0 -$245K 0 – Closed
2886
BHTS
Bar Harbor Trust Services
Maine
$0 -$1.56M 0 – Closed
2887
BC
BIT Capital
Germany
$0 -$1.44M 0 – Closed
2888
BSG
Black Swift Group
Colorado
$0 -$277K 0 – Closed
2889
BBW
Blue Barn Wealth
Utah
$0 -$435K 0 – Closed
2890
BCM
Bluefin Capital Management
New York
$0 -$3.15M 0 – Closed
2891
BDA
Borer Denton & Associates
Pennsylvania
$0 -$204K 0 – Closed
2892
BHCM
Boulder Hill Capital Management
New York
$0 -$1.45M 0 – Closed
2893
BBA
Braun-Bostich & Associates
Pennsylvania
$0 -$363K 0 – Closed
2894
BC
Bridgefront Capital
Texas
$0 -$255K 0 – Closed
2895
Brookfield Corp
Brookfield Corp
Ontario, Canada
$0 -$6.46M 0 – Closed
2896
BWM
BT Wealth Management
Georgia
$0 -$324K 0 – Closed
2897
CFA
Camarda Financial Advisors
Florida
$0 -$229K 0 – Closed
2898
CSIA
Carl Stuart Investment Advisor
Texas
$0 -$186K 0 – Closed
2899
CI
Carroll Investors
South Carolina
$0 -$37K 0 – Closed
2900
Cartenna Capital
Cartenna Capital
Connecticut
$0 -$14.9M 0 – Closed