← 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
2976
PL
Pluribus Labs
California
$0 -$815K 0 – Closed
2977
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$0 -$278K 0 – Closed
2978
Quadrature Capital
Quadrature Capital
United Kingdom
$0 -$778K 0 – Closed
2979
RK
Rather & Kittrell
Tennessee
$0 -$29K 0 – Closed
2980
RWA
RGT Wealth Advisors
Texas
$0 -$116K 0 – Closed
2981
River Road Asset Management
River Road Asset Management
Kentucky
$0 -$246K 0 – Closed
2982
RC
Ronit Capital
United Kingdom
$0 -$301K 0 – Closed
2983
SGCM
Sand Grove Capital Management
United Kingdom
$0 -$25.7M 0 – Closed
2984
SBF
Sara-Bay Financial
Florida
$0 -$261K 0 – Closed
2985
SC
Sarissa Consulting
California
$0 -$1.69M 0 – Closed
2986
SI
Saxon Interests
Texas
$0 -$215K 0 – Closed
2987
SCM
Segantii Capital Management
Hong Kong
$0 -$43.6M 0 – Closed
2988
SFA
Semmax Financial Advisors
North Carolina
$0 -$264K 0 – Closed
2989
SM
SG3 Management
Puerto Rico
$0 -$3.61M 0 – Closed
2990
SPA
Shore Point Advisors
New Jersey
$0 -$221K 0 – Closed
2991
SC
Slow Capital
California
$0 -$377K 0 – Closed
2992
SCM
Southport Capital Management
Tennessee
$0 -$827K 0 – Closed
2993
STB
S&T Bank
Pennsylvania
$0 -$10.9M 0 – Closed
2994
SPC
Stewart & Patten Company
California
$0 -$204K 0 – Closed
2995
SIP
Stoneridge Investment Partners
Pennsylvania
$0 -$716K 0 – Closed
2996
Summit Financial
Summit Financial
New Jersey
$0 -$214K 0 – Closed
2997
TC
Taika Capital
Florida
$0 -$1M 0 – Closed
2998
TCM
TD Capital Management
Tennessee
$0 -$51K 0 – Closed
2999
TCWM
Total Clarity Wealth Management
Illinois
$0 -$286K 0 – Closed
3000
TFA
Transamerica Financial Advisors
Florida
$0 -$1K 0 – Closed