← 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
D
Diversified
Delaware
$0 -$203K 0 – Closed
2877
DOA
D'Orazio & Associates
Virginia
$0 -$461K 0 – Closed
2878
Driehaus Capital Management
Driehaus Capital Management
Illinois
$0 -$5.4M 0 – Closed
2879
DCM
Dupont Capital Management
Delaware
$0 -$6.32M 0 – Closed
2880
DTL
Dynamic Technology Lab
Singapore
$0 -$6.13M 0 – Closed
2881
EBWM
Eagle Bluffs Wealth Management
Missouri
$0 -$288K 0 – Closed
2882
ECM
EagleClaw Capital Management
Massachusetts
$0 -$1.78M 0 – Closed
2883
E Fund Management
E Fund Management
China
$0 -$239K 0 – Closed
2884
EW
Element Wealth
Mississippi
$0 -$270K 0 – Closed
2885
EWM
Endowment Wealth Management
Wisconsin
$0 -$203K 0 – Closed
2886
EC
Engaged Capital
California
$0 -$12.3M 0 – Closed
2887
EML
Eos Management LP
New York
$0 -$1.83M 0 – Closed
2888
EA
Ergawealth Advisors
Illinois
$0 -$206K 0 – Closed
2889
E
Ergoteles
New York
$0 -$16.4M 0 – Closed
2890
EFG
Everhart Financial Group
Ohio
$0 -$381K 0 – Closed
2891
FA
Faithward Advisors
Pennsylvania
$0 -$202K 0 – Closed
2892
Farallon Capital Management
Farallon Capital Management
California
$0 -$52.6M 0 – Closed
2893
Fenimore Asset Management
Fenimore Asset Management
New York
$0 -$237K 0 – Closed
2894
FFA
Fi3 Financial Advisors
Indiana
$0 -$212K 0 – Closed
2895
FCG
Financial Connections Group
California
$0 -$21K 0 – Closed
2896
FC
Financial Council
Maryland
$0 -$201K 0 – Closed
2897
FPGT
Financial Partners Group (Tennessee)
Tennessee
$0 -$499K 0 – Closed
2898
FBT
First Bank & Trust
South Dakota
$0 -$235K 0 – Closed
2899
FDS
First Dallas Securities
Texas
$0 -$281K 0 – Closed
2900
First Pacific Advisors
First Pacific Advisors
California
$0 -$228K 0 – Closed