← 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
MJRIC
Mogy Joel R Investment Counsel
California
$0 -$5.49M 0 – Closed
3077
MCM
Monument Capital Management
Virginia
$0 -$1.54M 0 – Closed
3078
MM
MQS Management
New York
$0 -$422K 0 – Closed
3079
MAG
MRA Advisory Group
New Jersey
$0 -$350K 0 – Closed
3080
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$0 -$15.5K 0 – Closed
3081
NC
NinePointTwo Capital
California
$0 -$230K 0 – Closed
3082
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0 -$85.4M 0 – Closed
3083
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$0 -$3.42M 0 – Closed
3084
N
Numerai
California
$0 -$3M 0 – Closed
3085
OTL
Oak Thistle LLC
New York
$0 -$1.66M 0 – Closed
3086
OWA
One Wealth Advisors
California
$0 -$208K 0 – Closed
3087
Optiver Holding
Optiver Holding
Netherlands
$0 -$2.52K 0 – Closed
3088
OA
Oxbow Advisors
Texas
$0 -$264K 0 – Closed
3089
PWM
Palumbo Wealth Management
New York
$0 -$268K 0 – Closed
3090
PPWM
Paragon Private Wealth Management
Kentucky
$0 -$624K 0 – Closed
3091
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$0 -$281K 0 – Closed
3092
QFA
Quantum Financial Advisors
California
$0 -$264K 0 – Closed
3093
Quilter Plc
Quilter Plc
United Kingdom
$0 -$13.5M 0 – Closed
3094
QPBE
Quintet Private Bank (Europe)
Luxembourg
$0 -$74.2K 0 – Closed
3095
RP
Regal Partners
Australia
$0 -$13.1M 0 – Closed
3096
RCA
Reitz Capital Advisors
Michigan
$0 -$93K 0 – Closed
3097
RIA
Retirement Investment Advisors
Oklahoma
$0 -$261K 0 – Closed
3098
RTC
Riverview Trust Company
Washington
$0 -$198K 0 – Closed
3099
RCG
Rock Creek Group
District of Columbia
$0 -$50K 0 – Closed
3100
RW
RVW Wealth
California
$0 -$116K 0 – Closed