← 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
2926	GP Geneva Partners Lake Geneva, Wisconsin	$0	-$297K	0	–	Closed
2927	GGHC Gilder Gagnon Howe & Co New York	$0	-$376K	0	–	Closed
2928	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$0	-$212K	0	–	Closed
2929	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$102K	0	–	Closed
2930	HRT Financial New York	$0	-$8.62M	0	–	Closed
2931	IR IAT Reinsurance New York	$0	-$17.6M	0	–	Closed
2932	IRF IBM Retirement Fund Armonk, New York	$0	-$4.2M	0	–	Closed
2933	ICM Infini Capital Management Central, Hong Kong	$0	-$342K	0	–	Closed
2934	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$0	-$212K	0	–	Closed
2935	IP Interval Partners New York	$0	-$2.8M	0	–	Closed
2936	IHWM Iron Horse Wealth Management Johston, Iowa	$0	$0	1	0%	Maintained
2937	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$0	-$266K	0	–	Closed
2938	KCM Key Colony Management Little Rock, Arkansas	$0	-$1.37M	0	–	Closed
2939	LA Latitude Advisors Vero Beach, Florida	$0	-$420K	0	–	Closed
2940	Laurion Capital Management New York	$0	-$476K	0	–	Closed
2941	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$56K	0	–	Closed
2942	MC Machina Capital Paris, France	$0	-$476K	0	–	Closed
2943	MSL Mackay Shields LLC New York	$0	-$37.7M	0	–	Closed
2944	MAM McCarthy Asset Management Redwood Shores, California	$0	-$144K	0	–	Closed
2945	MFA McClarren Financial Advisors State College, Pennsylvania	$0	-$31K	0	–	Closed
2946	MA MJP Associates Farmington, Connecticut	$0	-$200K	0	–	Closed
2947	NFG Nadler Financial Group Deerfield, Illinois	$0	-$265K	0	–	Closed
2948	NICM Neo Ivy Capital Management New York	$0	-$68K	0	–	Closed
2949	NO Ninety One Cape Town, South Africa	$0	-$127K	0	–	Closed
2950	NONA Ninety One North America New York	$0	-$5.74M	0	–	Closed