← 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
3476
LF
LifeSteps Financial
California
$0 -$202K 0 – Closed
3477
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$0 -$39.3K 0 – Closed
3478
LHC
Lodge Hill Capital
New York
$0 -$18.1M 0 – Closed
3479
LM
Luminus Management
Texas
$0 -$1.81M 0 – Closed
3480
MIM
Macroview Investment Management
Maryland
$0 -$26.4K 0 – Closed
3481
MS
Madden Securities
Texas
$0 -$206K 0 – Closed
3482
MPM
MBB Public Markets
Illinois
$0 -$1.04M 0 – Closed
3483
MFA
McClarren Financial Advisors
Pennsylvania
$0 -$40K 0 – Closed
3484
MFG
Mendota Financial Group
Wisconsin
$0 -$561 0 – Closed
3485
MWA
MFA Wealth Advisors
Pennsylvania
$0 -$133K 0 – Closed
3486
MM
MQS Management
New York
$0 -$478K 0 – Closed
3487
NWM
Napa Wealth Management
California
$0 -$1.31M 0 – Closed
3488
NI
NDVR Inc
Massachusetts
$0 -$200K 0 – Closed
3489
NPPM
North Point Portfolio Managers
Ohio
$0 -$234K 0 – Closed
3490
NC
nVerses Capital
Florida
$0 -$1.14M 0 – Closed
3491
OWA
One Wealth Advisors
California
$0 -$203K 0 – Closed
3492
PGIM
Pacific Global Investment Management
California
$0 -$693K 0 – Closed
3493
PW
Paladin Wealth
Minnesota
$0 -$494K 0 – Closed
3494
PP
Paloma Partners
Connecticut
$0 -$1.28M 0 – Closed
3495
PCMN
Paradigm Capital Management (Nevada)
Nevada
$0 -$203K 0 – Closed
3496
PM
Parametrica Management
Hong Kong
$0 -$426K 0 – Closed
3497
PI
Pettee Investors
Connecticut
$0 -$202K 0 – Closed
3498
PS
Planned Solutions
California
$0 -$43.1K 0 – Closed
3499
PCI
Planning Center Inc
Illinois
$0 -$201K 0 – Closed
3500
PFA
Plotkin Financial Advisors
Maryland
$0 -$213K 0 – Closed