← 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
GC
GMT Capital
Georgia
$0 -$110K 0 – Closed
2877
GGI
Godsey & Gibb Inc
Virginia
$0 -$96K 0 – Closed
2878
GCM
Granby Capital Management
Florida
$0 -$926K 0 – Closed
2879
GLLW
Graves Light Lenhart Wealth
Virginia
$0 -$245K 0 – Closed
2880
Group One Trading
Group One Trading
Illinois
$0 -$670K 0 – Closed
2881
Guinness Asset Management
Guinness Asset Management
United Kingdom
$0 -$84.8M 0 – Closed
2882
GAAM
Guinness Atkinson Asset Management
California
$0 -$731K 0 – Closed
2883
GW&K Investment Management
GW&K Investment Management
Massachusetts
$0 -$110K 0 – Closed
2884
HIS
Harvest Investment Services
Illinois
$0 -$366K 0 – Closed
2885
HC
Hendley & Co
Ohio
$0 -$2.13M 0 – Closed
2886
HFS
Heritage Financial Services
Massachusetts
$0 -$237K 0 – Closed
2887
HT
HighTower Trust
Texas
$0 -$5.31M 0 – Closed
2888
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$0 -$531K 0 – Closed
2889
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$0 -$497K 0 – Closed
2890
HCMG
Howard Capital Management Group
California
$0 -$204K 0 – Closed
2891
HCM
Hutchinson Capital Management
California
$0 -$226K 0 – Closed
2892
IHWM
Iron Horse Wealth Management
Iowa
$0 $0 0 – Closed
2893
JC
JBF Capital
Colorado
$0 -$179K 0 – Closed
2894
JMFC
J.M. Forbes & Co
Massachusetts
$0 -$741K 0 – Closed
2895
JPLA
Joseph P. Lucia & Associates
New York
$0 -$21K 0 – Closed
2896
Junto Capital Management
Junto Capital Management
New York
$0 -$67M 0 – Closed
2897
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$0 -$3.89M 0 – Closed
2898
KCPG
Kavar Capital Partners Group
Kansas
$0 -$207K 0 – Closed
2899
KTM
Keeler Thomas Management
Utah
$0 -$388K 0 – Closed
2900
KFA
Kelleher Financial Advisors
New York
$0 -$356K 0 – Closed