← 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
3126
CIAS
CFS Investment Advisory Services
New Jersey
$0 -$470K 0 – Closed
3127
CCM
Cinctive Capital Management
New York
$0 -$8.02M 0 – Closed
3128
CWA
Clearview Wealth Advisors
Oregon
$0 -$301K 0 – Closed
3129
CP
Coho Partners
Pennsylvania
$0 -$287K 0 – Closed
3130
CFO
Colony Family Offices
North Carolina
$0 -$291K 0 – Closed
3131
CAP
Columbia Advisory Partners
Washington
$0 -$249K 0 – Closed
3132
DWM
Darwin Wealth Management
Florida
$0 -$639K 0 – Closed
3133
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$61.9M 0 – Closed
3134
DCM
Dean Capital Management
Kansas
$0 -$1.83M 0 – Closed
3135
DWA
Delap Wealth Advisory
Oregon
$0 -$373K 0 – Closed
3136
DA
Denali Advisors
California
$0 -$1.75K 0 – Closed
3137
DCM
DGS Capital Management
New Jersey
$0 -$298K 0 – Closed
3138
DC
Diametric Capital
Massachusetts
$0 -$227K 0 – Closed
3139
Discovery Capital Management
Discovery Capital Management
Connecticut
$0 -$1.84M 0 – Closed
3140
DWA
Dorsey Wright & Associates
California
$0 -$2.39M 0 – Closed
3141
DA
Duality Advisers
Florida
$0 -$2.82M 0 – Closed
3142
EI
EAM Investors
California
$0 -$3.75M 0 – Closed
3143
EC
EdgeRock Capital
Colorado
$0 -$638K 0 – Closed
3144
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$0 -$45.5K 0 – Closed
3145
Element Capital Management
Element Capital Management
New York
$0 -$11.2M 0 – Closed
3146
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$0 -$37.8M 0 – Closed
3147
ETIA
Epic Trust Investment Advisors
Washington
$0 -$202K 0 – Closed
3148
EA
Ergawealth Advisors
Illinois
$0 -$235K 0 – Closed
3149
EW
Evoke Wealth
California
$0 -$1.55M 0 – Closed
3150
EWM
Executive Wealth Management
Michigan
$0 -$472K 0 – Closed