← 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
Laurion Capital Management
Laurion Capital Management
New York
$0 -$712K 0 – Closed
2952
LKIM
Lawson Kroeker Investment Management
Nebraska
$0 -$2.09M 0 – Closed
2953
LGA
Lebenthal Global Advisors
New York
$0 -$576K 0 – Closed
2954
LAIC
Lederer & Associates Investment Counsel
California
$0 -$1.92M 0 – Closed
2955
LA
Legacy Advisors
Pennsylvania
$0 -$222K 0 – Closed
2956
LB
Legacy Bridge
Iowa
$0 -$1.97M 0 – Closed
2957
LAM
LifePro Asset Management
California
$0 -$232K 0 – Closed
2958
LAM
Lifestyle Asset Management
Texas
$0 -$238K 0 – Closed
2959
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$0 -$319K 0 – Closed
2960
LHC
Little House Capital
Massachusetts
$0 -$3.45M 0 – Closed
2961
LMR Partners
LMR Partners
United Kingdom
$0 -$6.89M 0 – Closed
2962
LGG
Luts & Greenleigh Group
Maryland
$0 -$224K 0 – Closed
2963
MCA
Magnolia Capital Advisors
Mississippi
$0 -$448K 0 – Closed
2964
MSR
Main Street Research
Connecticut
$0 -$311K 0 – Closed
2965
MF
Manchester Financial
California
$0 -$220K 0 – Closed
2966
MCP
Martin Capital Partners
Oregon
$0 -$4.59M 0 – Closed
2967
Maverick Capital
Maverick Capital
Texas
$0 -$1.22M 0 – Closed
2968
MSA
McAlister Sweet & Associates
Texas
$0 -$205K 0 – Closed
2969
MSWM
McGlone Suttner Wealth Management
Wisconsin
$0 -$326K 0 – Closed
2970
MCM
McRae Capital Management
New Jersey
$0 -$237K 0 – Closed
2971
MAM
Meeder Asset Management
Ohio
$0 -$4.63M 0 – Closed
2972
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$0 -$2.76M 0 – Closed
2973
MFG
Menard Financial Group
Texas
$0 -$289K 0 – Closed
2974
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$0 -$253K 0 – Closed
2975
MFP
Meridian Financial Partners
Virginia
$0 -$1.04M 0 – Closed