← 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
3226
BTIM
BancFirst Trust & Investment Management
Oklahoma
$0 -$258K 0 – Closed
3227
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$0 -$238K 0 – Closed
3228
BHWM
Bay Harbor Wealth Management
Maryland
$0 -$6.5K 0 – Closed
3229
BDWCC
B&D White Capital Company
Texas
$0 -$1.18M 0 – Closed
3230
BCP
Berkeley Capital Partners
Georgia
$0 -$434K 0 – Closed
3231
BIM
Bullseye Investment Management
Ohio
$0 -$228K 0 – Closed
3232
Candriam SCA
Candriam SCA
Luxembourg
$0 -$328K 0 – Closed
3233
CWA
Canvas Wealth Advisors
Kansas
$0 -$357K 0 – Closed
3234
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$0 -$711K 0 – Closed
3235
Caprock Group
Caprock Group
Idaho
$0 -$1.38M 0 – Closed
3236
Caption Management
Caption Management
Oklahoma
$0 -$928K 0 – Closed
3237
Capula Management
Capula Management
Cayman Islands
$0 -$402K 0 – Closed
3238
Cartenna Capital
Cartenna Capital
Connecticut
$0 -$33.7M 0 – Closed
3239
CastleKnight Management
CastleKnight Management
New York
$0 -$1.92M 0 – Closed
3240
CP
Castleview Partners
Texas
$0 -$136K 0 – Closed
3241
CRC
Catawba River Capital
South Carolina
$0 -$7.37M 0 – Closed
3242
CB
Chris Bulman
California
$0 -$69K 0 – Closed
3243
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0 -$1.3M 0 – Closed
3244
CCP
Clarkston Capital Partners
Michigan
$0 -$229K 0 – Closed
3245
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0 -$8.95M 0 – Closed
3246
CGA
Crescent Grove Advisors
Illinois
$0 -$206K 0 – Closed
3247
CA
Crumly & Associates
Illinois
$0 -$274K 0 – Closed
3248
CSM Advisors
CSM Advisors
Pennsylvania
$0 -$204K 0 – Closed
3249
CAS
CTC Alternative Strategies
Illinois
$0 -$2.3M 0 – Closed
3250
CC
Cultivar Capital
Texas
$0 -$110K 0 – Closed