← 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
2951	KM Kalos Management Alpharetta, Georgia	$0	-$303K	0	–	Closed
2952	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$0	-$500K	0	–	Closed
2953	KLCMU Kite Lake Capital Management (UK) London, United Kingdom	$0	-$15.3M	0	–	Closed
2954	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$0	-$4.78M	0	–	Closed
2955	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$0	-$11.6M	0	–	Closed
2956	LAM L2 Asset Management Wayland, Massachusetts	$0	-$257K	0	–	Closed
2957	LWP Laurel Wealth Planning Edina, Minnesota	$0	-$7K	0	–	Closed
2958	LSA Lion Street Advisors Austin, Texas	$0	-$264K	0	–	Closed
2959	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$683K	0	–	Closed
2960	LBA Lowell Blake & Associates Boston, Massachusetts	$0	-$352K	0	–	Closed
2961	MWAM Manhattan West Asset Management Los Angeles, California	$0	-$521K	0	–	Closed
2962	MTWM Masso Torrence Wealth Management Marlton, New Jersey	$0	-$47K	0	–	Closed
2963	Maven Securities St Helier, Jersey	$0	-$1.47M	0	–	Closed
2964	Maverick Capital Dallas, Texas	$0	-$349K	0	–	Closed
2965	MPM MBB Public Markets Chicago, Illinois	$0	-$1.73M	0	–	Closed
2966	MFP Meridian Financial Partners Warrenton, Virginia	$0	-$986K	0	–	Closed
2967	MG MilWealth Group Milwaukee, Wisconsin	$0	-$1.12K	0	–	Closed
2968	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$0	-$585K	0	–	Closed
2969	M Murchinson Toronto, Ontario, Canada	$0	-$1.76M	0	–	Closed
2970	MAM Mystic Asset Management Warwick, Rhode Island	$0	-$3M	0	–	Closed
2971	ODG O'Dell Group Cincinnati, Ohio	$0	-$12.5K	2	0%	Reduced
2972	Old Mission Capital Chicago, Illinois	$0	-$3.93M	0	–	Closed
2973	ONGA O'Neil Global Advisors Los Angeles, California	$0	-$491K	0	–	Closed
2974	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$0	-$218K	0	–	Closed
2975	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$634K	0	–	Closed