← 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
PFWA
Paces Ferry Wealth Advisors
Georgia
$0 -$267K 0 – Closed
3002
PI
Parkside Investments
Illinois
$0 -$748K 0 – Closed
3003
&Partners
&Partners
Tennessee
$0 -$241K 0 – Closed
3004
PR
Payden & Rygel
California
$0 -$20.9M 0 – Closed
3005
PP
PDT Partners
New York
$0 -$1.59M 0 – Closed
3006
PCM
Penn Capital Management
Pennsylvania
$0 -$1.69M 0 – Closed
3007
Pentwater Capital Management
Pentwater Capital Management
Florida
$0 -$198M 0 – Closed
3008
PBO
Peoples Bank (Ohio)
Ohio
$0 -$247K 0 – Closed
3009
PA
Perennial Advisors
New York
$0 -$244K 0 – Closed
3010
PCM
Perritt Capital Management
Illinois
$0 -$11K 0 – Closed
3011
PSCM
Per Stirling Capital Management
Texas
$0 -$438K 0 – Closed
3012
PI
Pettee Investors
Connecticut
$0 -$268K 0 – Closed
3013
PWA
Physician Wealth Advisors
Utah
$0 -$256K 0 – Closed
3014
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$0 -$13.7M 0 – Closed
3015
PH
Pinnacle Holdings
Oklahoma
$0 -$43.9K 0 – Closed
3016
PWAM
Pinnacle West Asset Management
Wyoming
$0 -$234K 0 – Closed
3017
PCM
Pinnbrook Capital Management
New York
$0 -$1.75M 0 – Closed
3018
PC
Port Capital
Illinois
$0 -$8.53M 0 – Closed
3019
PP
PrairieView Partners
Minnesota
$0 -$148K 0 – Closed
3020
PIM
Profit Investment Management
Maryland
$0 -$549K 0 – Closed
3021
PA
Prossimo Advisors
California
$0 -$577K 0 – Closed
3022
PAM
PSquared Asset Management
Switzerland
$0 -$55.8M 0 – Closed
3023
QT
Quantamental Technologies
New York
$0 -$286K 0 – Closed
3024
QM
QVIDTVM Management
Texas
$0 -$19.8M 0 – Closed
3025
Readystate Asset Management
Readystate Asset Management
Illinois
$0 -$485K 0 – Closed