← 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	% of Portfolio	Status
3001	AGP Autumn Glory Partners Dallas, Texas	$0	-$2.2M	–	Closed
3002	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$0	-$201K	–	Closed
3003	BHMP Bardin Hill Management Partners New York	$0	-$10.4M	–	Closed
3004	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$2.82M	–	Closed
3005	BCM BCK Capital Management Stamford, Connecticut	$0	-$7.67M	–	Closed
3006	BDWCC B&D White Capital Company Lakeway, Texas	$0	-$1.62M	–	Closed
3007	BWM Birchcreek Wealth Management Miami Township, Ohio	$0	-$218K	–	Closed
3008	BBW Blue Barn Wealth Orem, Utah	$0	-$221K	–	Closed
3009	B. Metzler seel. Sohn & Co Frankfurt, Germany	$0	-$1.13M	–	Closed
3010	BWM BNC Wealth Management Beaverton, Oregon	$0	-$1.54M	–	Closed
3011	BCM Brasada Capital Management Houston, Texas	$0	-$1.32M	–	Closed
3012	BF Brogan Financial Knoxville, Tennessee	$0	-$235K	–	Closed
3013	CCM CAAS Capital Management New York	$0	-$1.09M	–	Closed
3014	CA Calton & Associates Tampa, Florida	$0	-$527K	–	Closed
3015	CAAS Capital Asset Advisory Services Williamston, Michigan	$0	-$1.82M	–	Closed
3016	CMS Capital Market Strategies Palm Beach Gardens, Florida	$0	-$405K	–	Closed
3017	Caption Management Oklahoma City, Oklahoma	$0	-$4.9M	–	Closed
3018	CWM CCG Wealth Management San Diego, California	$0	-$463K	–	Closed
3019	CG CFO4Life Group Coppell, Texas	$0	-$209K	–	Closed
3020	CCA Childress Capital Advisors Houston, Texas	$0	-$757K	–	Closed
3021	CF CNA Financial Chicago, Illinois	$0	-$231K	–	Closed
3022	CAP Columbia Advisory Partners Spokane, Washington	$0	-$224K	–	Closed
3023	Commerzbank Aktiengesellschaft Frankfurt, Germany	$0	-$607K	–	Closed
3024	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$205K	–	Closed
3025	CF Corrigan Financial Middletown, Rhode Island	$0	-$223K	–	Closed