← 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
3276
Laurion Capital Management
Laurion Capital Management
New York
$0 -$11.9M 0 – Closed
3277
LMR Partners
LMR Partners
United Kingdom
$0 -$226K 0 – Closed
3278
LIA
Lynx Investment Advisory
District of Columbia
$0 -$54.8K 0 – Closed
3279
MCM
Mainstay Capital Management
Michigan
$0 -$218K 0 – Closed
3280
MHP
Manatuck Hill Partners
Connecticut
$0 -$800K 0 – Closed
3281
Markel Group
Markel Group
Virginia
$0 -$22.5M 0 – Closed
3282
MDSL
M.D. Sass LLC
New York
$0 -$25.6M 0 – Closed
3283
MHS
M Holdings Securities
Oregon
$0 -$1.45M 0 – Closed
3284
MFS
Mirabella Financial Services
United Kingdom
$0 -$547K 0 – Closed
3285
MS
Mizuho Securities
Japan
$0 -$32.1K 0 – Closed
3286
MA
MJP Associates
Connecticut
$0 -$1.15M 0 – Closed
3287
MPM
Mountaineer Partners Management
New York
$0 -$8.82M 0 – Closed
3288
NCM
NCM Capital Management
New Jersey
$0 -$729K 0 – Closed
3289
NFSG
Newbridge Financial Services Group
Florida
$0 -$474K 0 – Closed
3290
NRA
NSI Retail Advisors
Pennsylvania
$0 -$204K 0 – Closed
3291
OHWA
Oak Hill Wealth Advisors
Virginia
$0 -$1.64M 0 – Closed
3292
OCM
Orion Capital Management
California
$0 -$95.3K 0 – Closed
3293
PL
Parkwood LLC
Ohio
$0 -$919K 0 – Closed
3294
PRC
Pearl River Capital
Michigan
$0 -$10.9M 0 – Closed
3295
PAG
Private Advisory Group
Washington
$0 -$5.5M 0 – Closed
3296
PAM
PVG Asset Management
Colorado
$0 -$266K 0 – Closed
3297
RC
RDST Capital
Washington
$0 -$24.4M 0 – Closed
3298
RCAP
Resolute Capital Asset Partners
Colorado
$0 -$1.41M 0 – Closed
3299
RFG
RFP Financial Group
Georgia
$0 -$250K 0 – Closed
3300
RCM
Richardson Capital Management
Wisconsin
$0 -$3.14K 0 – Closed