← 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
3001
CASB
Cape Ann Savings Bank
Massachusetts
$0 -$953K 0 – Closed
3002
CFM
Capricorn Fund Managers
United Kingdom
$0 -$534K 0 – Closed
3003
CCM
Carderock Capital Management
Maryland
$0 -$140K 0 – Closed
3004
CSIA
Carl Stuart Investment Advisor
Texas
$0 -$264K 0 – Closed
3005
CI
Carroll Investors
South Carolina
$0 -$366K 0 – Closed
3006
CCP
Cassia Capital Partners
North Carolina
$0 -$246K 0 – Closed
3007
CWM
Centric Wealth Management
Illinois
$0 -$422K 0 – Closed
3008
CIC
Chase Investment Counsel
Virginia
$0 -$310K 0 – Closed
3009
CIM
Chiron Investment Management
New York
$0 -$378K 0 – Closed
3010
Circle Wealth Management
Circle Wealth Management
New Jersey
$0 -$298K 0 – Closed
3011
Cohen & Steers
Cohen & Steers
New York
$0 -$184K 0 – Closed
3012
CRI
Colonial River Investments
Virginia
$0 -$218K 0 – Closed
3013
CCM
Compton Capital Management
Rhode Island
$0 -$739K 0 – Closed
3014
CIM
Corda Investment Management
Texas
$0 -$1.02M 0 – Closed
3015
CA
Corrado Advisors
New Jersey
$0 -$208K 0 – Closed
3016
CFO
Custos Family Office
Texas
$0 -$626K 0 – Closed
3017
CC
Cypress Capital
Tennessee
$0 -$2.15M 0 – Closed
3018
DWA
Delap Wealth Advisory
Oregon
$0 -$366K 0 – Closed
3019
DWP
Destiny Wealth Partners
Florida
$0 -$262K 0 – Closed
3020
EI
Ellevest Inc
New York
$0 -$97.8K 0 – Closed
3021
EWM
Evergreen Wealth Management
Michigan
$0 -$925K 0 – Closed
3022
ETH
Exos TFP Holdings
New York
$0 -$1.14M 0 – Closed
3023
FWP
FAS Wealth Partners
Kansas
$0 -$819K 0 – Closed
3024
FC
Financial Consulate
Maryland
$0 -$673K 0 – Closed
3025
First Command Advisory Services
First Command Advisory Services
Texas
$0 $0 0 – Closed