← 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
BAM
Bosun Asset Management
Illinois
$0 -$277K 0 – Closed
3002
BFP
Briaud Financial Planning
Texas
$0 -$11K 0 – Closed
3003
BC
Bridgefront Capital
Texas
$0 -$979K 0 – Closed
3004
BWS
Buck Wealth Strategies
Colorado
$0 -$211K 0 – Closed
3005
CWM
C2C Wealth Management
Arizona
$0 -$1.33M 0 – Closed
3006
CHP
Cable Hill Partners
Oregon
$0 -$352K 0 – Closed
3007
Cantor Fitzgerald
Cantor Fitzgerald
New York
$0 -$18.4M 0 – Closed
3008
Capula Management
Capula Management
Cayman Islands
$0 -$501K 0 – Closed
3009
CI
Carroll Investors
South Carolina
$0 -$271K 0 – Closed
3010
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$996K 0 – Closed
3011
CWM
Centurion Wealth Management
Virginia
$0 -$216K 0 – Closed
3012
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0 -$776K 0 – Closed
3013
Confluence Investment Management
Confluence Investment Management
Missouri
$0 -$26.8M 0 – Closed
3014
CWAF
Core Wealth Advisors (Florida)
Florida
$0 -$41.2K 0 – Closed
3015
CA
Corrado Advisors
New Jersey
$0 -$224K 0 – Closed
3016
CA
Crewe Advisors
Utah
$0 -$4.75K 0 – Closed
3017
CFA
CWS Financial Advisors
Michigan
$0 -$314K 0 – Closed
3018
DFG
Delta Financial Group
New Jersey
$0 -$236K 0 – Closed
3019
DFG
Demars Financial Group
Washington
$0 -$1.04M 0 – Closed
3020
DGAM
Desjardins Global Asset Management
Quebec, Canada
$0 -$169K 0 – Closed
3021
ESCM
Echo Street Capital Management
New York
$0 -$1.82M 0 – Closed
3022
Eisler Capital (US)
Eisler Capital (US)
New York
$0 -$4.73M 0 – Closed
3023
Element Capital Management
Element Capital Management
New York
$0 -$51.2M 0 – Closed
3024
EIG
Ellenbecker Investment Group
Wisconsin
$0 -$484K 0 – Closed
3025
EW
Evoke Wealth
California
$0 -$928K 0 – Closed