← 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
EA
Evolution Advisers
Virginia
$0 -$5K 0 – Closed
3027
FC
FCA Corp
Texas
$0 -$288K 0 – Closed
3028
FD
Financial Designs
California
$0 -$265K 0 – Closed
3029
FUBT
First United Bank & Trust
Maryland
$0 -$273K 0 – Closed
3030
FI
Fractal Investments
Connecticut
$0 -$556K 0 – Closed
3031
FDS
Freedom Day Solutions
Texas
$0 -$1.41M 0 – Closed
3032
FMAEN1
Fund Management at Engine No 1
California
$0 -$1.37M 0 – Closed
3033
GCM
Gallacher Capital Management
Colorado
$0 -$641K 0 – Closed
3034
GSIAS
Garden State Investment Advisory Services
New Jersey
$0 -$204K 0 – Closed
3035
Gates Foundation Trust
Gates Foundation Trust
Washington
$0 -$1.45M 0 – Closed
3036
GC
GFG Capital
Florida
$0 -$41.4K 0 – Closed
3037
GC
Gilbert & Cook
Iowa
$0 -$531K 0 – Closed
3038
GAA
Global Assets Advisory
Florida
$0 -$404K 0 – Closed
3039
GCM
Goldstream Capital Management
Hong Kong
$0 -$224K 0 – Closed
3040
GCP
GSA Capital Partners
United Kingdom
$0 -$778K 0 – Closed
3041
HW
Hamilton Wealth
California
$0 -$271K 0 – Closed
3042
HT
HAP Trading
New York
$0 -$1.32M 0 – Closed
3043
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$0 -$2.93M 0 – Closed
3044
HHAM
HITE Hedge Asset Management
Massachusetts
$0 -$15.4M 0 – Closed
3045
HCCM
Hudson Canyon Capital Management
New York
$0 -$1.24M 0 – Closed
3046
IAS
IMA Advisory Services
Colorado
$0 -$1.14M 0 – Closed
3047
I2I
Insight 2811 Inc
Illinois
$0 -$203K 0 – Closed
3048
ICM
Intrepid Capital Management
Florida
$0 -$41.2K 0 – Closed
3049
IWP
Invenio Wealth Partners
Florida
$0 -$228K 0 – Closed
3050
JCA
Jade Capital Advisors
New Jersey
$0 -$1.1M 0 – Closed