← 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
CF
Conquis Financial
California
$0 -$6.88K 0 – Closed
3477
CC
Covalis Capital
United Kingdom
$0 -$1.46M 0 – Closed
3478
CGA
Crescent Grove Advisors
Illinois
$0 -$297K 0 – Closed
3479
CM
Crestline Management
Texas
$0 -$1.34M 0 – Closed
3480
CW
Curio Wealth
Maryland
$0 -$2.82K 0 – Closed
3481
CFO
Custos Family Office
Texas
$0 -$616K 0 – Closed
3482
CJL
Cyrus J. Lawrence
New York
$0 -$6.88M 0 – Closed
3483
DP
Denver PWM
Colorado
$0 -$42.4K 0 – Closed
3484
DC
Diametric Capital
Massachusetts
$0 -$302K 0 – Closed
3485
DCM
Disciplina Capital Management
Tennessee
$0 -$3.29K 0 – Closed
3486
DJE Kapital
DJE Kapital
Germany
$0 -$339K 0 – Closed
3487
DL
DOHJ LLC
Washington
$0 -$248K 0 – Closed
3488
DTL
Dynamic Technology Lab
Singapore
$0 -$2.67M 0 – Closed
3489
EHAM
Eagle Harbor Asset Management
Washington
$0 -$349K 0 – Closed
3490
ELC
Edgar Lomax Company
Virginia
$0 -$21.6M 0 – Closed
3491
ECM
Engine Capital Management
New York
$0 -$1.48M 0 – Closed
3492
ET
Entropy Technologies
New York
$0 -$2.56M 0 – Closed
3493
EA
Evolution Advisers
Virginia
$0 -$1K 0 – Closed
3494
FFA
Fairfield Financial Advisors
Massachusetts
$0 -$47.2K 0 – Closed
3495
FC
FCA Corp
Texas
$0 -$135K 0 – Closed
3496
FA
Fedenia Advisers
Wisconsin
$0 -$263K 0 – Closed
3497
FCM
Fieldview Capital Management
Michigan
$0 -$4.46M 0 – Closed
3498
FTA
Financial & Tax Architects
Missouri
$0 -$5.77M 0 – Closed
3499
FCM
Firsthand Capital Management
California
$0 -$2.37M 0 – Closed
3500
FHB
First Hawaiian Bank
Hawaii
$0 -$9.24M 0 – Closed