← 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
3076
MIAS
Mason Investment Advisory Services
Virginia
$0 -$550K 0 – Closed
3077
Mather Group
Mather Group
Illinois
$0 -$256K 0 – Closed
3078
MSCM
McElhenny Sheffield Capital Management
Texas
$0 -$29.9K 0 – Closed
3079
MFG
Mendota Financial Group
Wisconsin
$0 -$1.06K 0 – Closed
3080
MHS
M Holdings Securities
Oregon
$0 -$9.5M 0 – Closed
3081
MS
Mizuho Securities
Japan
$0 -$411K 0 – Closed
3082
MDCM
Morgan Dempsey Capital Management
Wisconsin
$0 -$15.4K 0 – Closed
3083
MFC
Morris Financial Concepts
South Carolina
$0 -$211K 0 – Closed
3084
MPCL
My Personal CFO LLC
Washington
$0 -$41.5K 0 – Closed
3085
NWM
Nicola Wealth Management
British Columbia, Canada
$0 -$6.06M 0 – Closed
3086
NAG
Northstar Advisory Group
New Jersey
$0 -$737K 0 – Closed
3087
OGC
Oak Grove Capital
New Hampshire
$0 -$1.61M 0 – Closed
3088
OIS
Okabena Investment Services
Minnesota
$0 -$12K 0 – Closed
3089
OWIM
Old West Investment Management
California
$0 -$987K 0 – Closed
3090
OWA
One Wealth Advisors
California
$0 -$687K 0 – Closed
3091
OIM
Orca Investment Management
Oregon
$0 -$2.37M 0 – Closed
3092
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$0 -$558K 0 – Closed
3093
PCWA
Pacific Capital Wealth Advisors
California
$0 -$203K 0 – Closed
3094
P
Paradiem
Louisiana
$0 -$358K 0 – Closed
3095
PCMU
Paragon Capital Management (Utah)
Utah
$0 -$1.25M 0 – Closed
3096
PWS
Paragon Wealth Strategies
Florida
$0 -$15.7K 0 – Closed
3097
PL
Parthenon LLC
Kentucky
$0 -$202K 0 – Closed
3098
PP
Patron Partners
Texas
$0 -$216K 0 – Closed
3099
PAMG
Patton Albertson Miller Group
Tennessee
$0 -$211K 0 – Closed
3100
PFM
Patton Fund Management
Texas
$0 -$4.23M 0 – Closed