← 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
2901
KSCM
Key Square Capital Management
Connecticut
$0 -$6.28M 0 – Closed
2902
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0 -$213K 0 – Closed
2903
KCM
Kingdon Capital Management
New York
$0 -$6.56M 0 – Closed
2904
KCIA
Kingsbury Capital Investment Advisors
Illinois
$0 -$593K 0 – Closed
2905
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$770K 0 – Closed
2906
KFAA
Klaas Financial Asset Advisors
Illinois
$0 -$2K 0 – Closed
2907
KA
KLCM Advisors
Wisconsin
$0 -$256K 0 – Closed
2908
Krane Funds Advisors
Krane Funds Advisors
New York
$0 -$546K 0 – Closed
2909
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$0 -$264K 0 – Closed
2910
LGA
Lebenthal Global Advisors
New York
$0 -$466K 0 – Closed
2911
LWM
Liberty Wealth Management
California
$0 -$201K 0 – Closed
2912
LAM
LifePro Asset Management
California
$0 -$212K 0 – Closed
2913
LWM
Lionsbridge Wealth Management
Florida
$0 -$1.56M 0 – Closed
2914
LSA
Lion Street Advisors
Texas
$0 -$269K 0 – Closed
2915
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0 -$383K 0 – Closed
2916
LM
Luminus Management
Texas
$0 -$5.58M 0 – Closed
2917
Magnetar Financial
Magnetar Financial
Illinois
$0 -$1.83M 0 – Closed
2918
MHP
Manatuck Hill Partners
Connecticut
$0 -$1.53M 0 – Closed
2919
MF
Manchester Financial
California
$0 -$214K 0 – Closed
2920
MC
Matisse Capital
Oregon
$0 -$246K 0 – Closed
2921
MWC
MBM Wealth Consultants
Missouri
$0 -$2K 0 – Closed
2922
MCM
McRae Capital Management
New Jersey
$0 -$201K 0 – Closed
2923
Meag Munich Ergo
Meag Munich Ergo
Germany
$0 -$22.8M 0 – Closed
2924
MAM
Melqart Asset Management
United Kingdom
$0 -$24.3M 0 – Closed
2925
MFP
Meridian Financial Partners
Virginia
$0 -$989K 0 – Closed