← 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	% of Portfolio	Status
3101	SAM Sandbar Asset Management London, United Kingdom	$0	-$1.08M	–	Closed
3102	SC Savoie Capital Chicago, Illinois	$0	-$291K	–	Closed
3103	SM Sciencast Management Princeton, New Jersey	$0	-$3.07M	–	Closed
3104	Select Equity Group New York	$0	-$4.2M	–	Closed
3105	SWM Shelton Wealth Management Fort Worth, Texas	$0	-$211K	–	Closed
3106	SAM Shikiar Asset Management New York	$0	-$231K	–	Closed
3107	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$0	-$2K	–	Closed
3108	SF Slagle Financial Edwardsville, Illinois	$0	-$1.83M	–	Closed
3109	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$907K	–	Closed
3110	SWM Stockman Wealth Management Billings, Montana	$0	-$211K	–	Closed
3111	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$0	-$1.23M	–	Closed
3112	SAM Synergy Asset Management Vancouver, Washington	$0	-$5.89M	–	Closed
3113	T TCWP Beachwood, Ohio	$0	-$357K	–	Closed
3114	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$0	-$4.53K	–	Closed
3115	TC Toews Corporation Northfield, New Jersey	$0	-$799K	–	Closed
3116	TVWM Tower View Wealth Management Shorewood, Wisconsin	$0	-$2K	–	Closed
3117	TCM Triumph Capital Management Denver, Colorado	$0	-$276K	–	Closed
3118	TPWM Twelve Points Wealth Management Concord, Massachusetts	$0	-$433K	–	Closed
3119	UAS United Asset Strategies Garden City, New York	$0	-$3.04M	–	Closed
3120	UFM Ursa Fund Management Danville, California	$0	-$1.1M	–	Closed
3121	VCM Valiant Capital Management San Francisco, California	$0	-$15.4M	–	Closed
3122	V ViaWealth Leawood, Kansas	$0	-$473K	–	Closed
3123	VFM Viking Fund Management Minot, North Dakota	$0	-$3.5M	–	Closed
3124	WMA Wealth Management Associates Cherry Hill, New Jersey	$0	-$305K	–	Closed
3125	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$0	-$50.7K	–	Closed