← 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
3026
RSC
Red Spruce Capital
Pennsylvania
$0 -$534K 0 – Closed
3027
RIS
Retirement Income Solutions
Michigan
$0 -$321K 0 – Closed
3028
RGI
River Global Investors
United Kingdom
$0 -$1.37M 0 – Closed
3029
RMSCM
R.M. Sincerbeaux Capital Management
New York
$0 -$255K 0 – Closed
3030
RMA
Roffman Miller Associates
Pennsylvania
$0 -$50.9K 0 – Closed
3031
Sachem Head Capital Management
Sachem Head Capital Management
New York
$0 -$40.3M 0 – Closed
3032
SC
Sagefield Capital
Texas
$0 -$812K 0 – Closed
3033
SIA
Sage Investment Advisers
New York
$0 -$201K 0 – Closed
3034
SGCM
Sand Grove Capital Management
United Kingdom
$0 -$20.7M 0 – Closed
3035
SCM
Sandler Capital Management
New York
$0 -$22.1M 0 – Closed
3036
SLWA
San Luis Wealth Advisors
California
$0 -$1.91M 0 – Closed
3037
SBF
Sara-Bay Financial
Florida
$0 -$223K 0 – Closed
3038
SFG
Sather Financial Group
Texas
$0 -$523K 0 – Closed
3039
SC
Scholtz & Company
Connecticut
$0 -$7.9M 0 – Closed
3040
SCM
Seascape Capital Management
New Hampshire
$0 -$212K 0 – Closed
3041
SAM
Seelaus Asset Management
New Jersey
$0 -$1.03M 0 – Closed
3042
Seizert Capital Partners
Seizert Capital Partners
Michigan
$0 -$16M 0 – Closed
3043
SPA
Sentinel Pension Advisors
Massachusetts
$0 -$201K 0 – Closed
3044
SEC
Seven Eight Capital
New York
$0 -$2.77M 0 – Closed
3045
SLA
Silver Lake Advisory
Utah
$0 -$368K 0 – Closed
3046
SPP
Single Point Partners
Massachusetts
$0 -$259K 0 – Closed
3047
SCM
SIR Capital Management
New York
$0 -$4.06M 0 – Closed
3048
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$0 -$2.09M 0 – Closed
3049
SAF
Smith Anglin Financial
Texas
$0 -$201K 0 – Closed
3050
SNS Financial Group
SNS Financial Group
Minnesota
$0 -$242K 0 – Closed