← 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
3101
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$2.75M 0 – Closed
3102
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$0 -$350K 0 – Closed
3103
BBNA
Bremer Bank National Association
Minnesota
$0 -$1.34M 0 – Closed
3104
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$0 -$695K 0 – Closed
3105
BMCM
Burns Matteson Capital Management
New York
$0 -$790K 0 – Closed
3106
CCM
CAAS Capital Management
New York
$0 -$16.2K 0 – Closed
3107
CA
Calton & Associates
Florida
$0 -$293K 0 – Closed
3108
Capital Wealth Planning
Capital Wealth Planning
Florida
$0 -$264K 0 – Closed
3109
CCM
Carlson Capital Management
Minnesota
$0 -$340K 0 – Closed
3110
CIA
CCM Investment Advisers
South Carolina
$0 -$358K 0 – Closed
3111
C
CEDRUS
Colorado
$0 -$201K 0 – Closed
3112
CAM
CenterStar Asset Management
Illinois
$0 -$771K 0 – Closed
3113
CST
Charles Schwab Trust
Nevada
$0 -$890K 0 – Closed
3114
CBOR
Community Bank of Raymore
Missouri
$0 -$277K 0 – Closed
3115
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$0 -$505K 0 – Closed
3116
CC
Corton Capital
Ontario, Canada
$0 -$753K 0 – Closed
3117
CAS
CTC Alternative Strategies
Illinois
$0 -$655K 0 – Closed
3118
CWM
Curi Wealth Management
North Carolina
$0 -$7.88M 0 – Closed
3119
CIS
Custom Index Systems
New York
$0 -$379K 0 – Closed
3120
DCM
Davidson Capital Management
Texas
$0 -$1.51K 0 – Closed
3121
EGI
EAM Global Investors
California
$0 -$4.9M 0 – Closed
3122
EIA
Eastover Investment Advisors
North Carolina
$0 -$5.36M 0 – Closed
3123
EFH
Eaton Financial Holdings
Florida
$0 -$470K 0 – Closed
3124
Eisler Capital (UK)
Eisler Capital (UK)
United Kingdom
$0 -$1.39M 0 – Closed
3125
EAM
Empirical Asset Management
Massachusetts
$0 -$367K 0 – Closed