← 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
PFG
Prosperity Financial Group
California
$0 -$227K 0 – Closed
3077
QIM
Quantitative Investment Management
Virginia
$0 -$3.5M 0 – Closed
3078
RFN
RDA Financial Network
Iowa
$0 -$225K 0 – Closed
3079
RL
Retireful LLC
Michigan
$0 -$942K 0 – Closed
3080
RCWM
Royal Capital Wealth Management
Indiana
$0 -$242K 0 – Closed
3081
RWM
Ruedi Wealth Management
Illinois
$0 -$15.3K 0 – Closed
3082
SC
Schubert & Co
Texas
$0 -$74.9K 0 – Closed
3083
SCM
Segantii Capital Management
Hong Kong
$0 -$13.2M 0 – Closed
3084
Select Equity Group
Select Equity Group
New York
$0 -$63.9M 0 – Closed
3085
SC
Shay Capital
New York
$0 -$1.28M 0 – Closed
3086
SPA
Sherbrooke Park Advisers
New York
$0 -$1.24M 0 – Closed
3087
SA
Shilanski & Associates
Alaska
$0 -$1.36M 0 – Closed
3088
SAM
Silphium Asset Management
United Kingdom
$0 -$562K 0 – Closed
3089
SFB
STAR Financial Bank
Indiana
$0 -$499K 0 – Closed
3090
SCA
St. Clair Advisors
Ohio
$0 -$206K 0 – Closed
3091
SIA
Strategic Investment Advisors
Michigan
$0 -$929K 0 – Closed
3092
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$0 -$1.32M 0 – Closed
3093
SSC
Syverson Strege & Co
Iowa
$0 -$30.4K 0 – Closed
3094
TA
TFB Advisors
Kansas
$0 -$228K 0 – Closed
3095
TC
Trium Capital
United Kingdom
$0 -$2.2M 0 – Closed
3096
TI
TTP Investments
California
$0 -$2.45M 0 – Closed
3097
UA
Unison Advisors
District of Columbia
$0 -$471K 0 – Closed
3098
VAM
Vazirani Asset Management
New York
$0 -$3.37M 0 – Closed
3099
VC
Voss Capital
Texas
$0 -$13.6M 0 – Closed
3100
WI
WBI Investments
New Jersey
$0 -$2.18M 0 – Closed