← 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
3051
GQG Partners
GQG Partners
Florida
$0 -$553M 0 – Closed
3052
GIS
Graphene Investments SAS
France
$0 -$2.85M 0 – Closed
3053
GSC
G&S Capital
Colorado
$0 -$2.08M 0 – Closed
3054
HMS
Hanseatic Management Services
New Mexico
$0 -$595K 0 – Closed
3055
HA
Heartland Advisors
Wisconsin
$0 -$11.8M 0 – Closed
3056
HWM
Hemington Wealth Management
Virginia
$0 -$234K 0 – Closed
3057
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$0 -$3.55M 0 – Closed
3058
HCM
Hutchinson Capital Management
California
$0 -$202K 0 – Closed
3059
HH
HWG Holdings
Texas
$0 -$1.64M 0 – Closed
3060
IA
Icon Advisers
Colorado
$0 -$2.18M 0 – Closed
3061
IAM
Impala Asset Management
Florida
$0 -$6.1M 0 – Closed
3062
I2I
Insight 2811 Inc
Illinois
$0 -$249K 0 – Closed
3063
IIA
Integral Investment Advisors
California
$0 -$207K 0 – Closed
3064
IFA
Interactive Financial Advisors
Illinois
$0 -$5.62K 0 – Closed
3065
KFA
Kelleher Financial Advisors
New York
$0 -$214K 0 – Closed
3066
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$0 -$343K 0 – Closed
3067
LCH
Lee Capital Holdings
New York
$0 -$1.21M 0 – Closed
3068
LS
Leelyn Smith
Illinois
$0 -$109K 0 – Closed
3069
LF
LifeSteps Financial
California
$0 -$208K 0 – Closed
3070
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$0 -$5.45M 0 – Closed
3071
LOAMU
Lombard Odier Asset Management (USA)
New York
$0 -$1.68M 0 – Closed
3072
LSA
L & S Advisors
California
$0 -$12.6M 0 – Closed
3073
MS
Madden Securities
Texas
$0 -$367K 0 – Closed
3074
MGWM
Marks Group Wealth Management
Minnesota
$0 -$6.9M 0 – Closed
3075
MCM
Mason Capital Management
New York
$0 -$2.71M 0 – Closed