← 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
3651
FSC
Full Sail Capital
Oklahoma
$0 -$1.02M 0 – Closed
3652
GC
Globeflex Capital
California
$0 -$9.06M 0 – Closed
3653
GAG
Goodman Advisory Group
Massachusetts
$0 -$88.6K 0 – Closed
3654
GCL
Gouws Capital LLC
North Carolina
$0 -$209K 0 – Closed
3655
GP
Greenline Partners
New York
$0 -$46.1K 0 – Closed
3656
Groupama Asset Management
Groupama Asset Management
France
$0 -$105M 0 – Closed
3657
HIP
Harrell Investment Partners
Texas
$0 -$1.25M 0 – Closed
3658
HCP
Hexagon Capital Partners
Arkansas
$0 -$275K 0 – Closed
3659
HPM
Hoxton Planning & Management
West Virginia
$0 -$282K 0 – Closed
3660
HEIP
Hudson Edge Investment Partners
New Jersey
$0 -$208K 0 – Closed
3661
ICA
Infrastructure Capital Advisors
New York
$0 -$1.15M 0 – Closed
3662
IPWA
International Private Wealth Advisors
California
$0 -$243K 0 – Closed
3663
IWA
Invera Wealth Advisors
Oregon
$0 -$1.13M 0 – Closed
3664
IPW
IronBridge Private Wealth
Texas
$0 -$241K 0 – Closed
3665
JWM
Jackson Wealth Management
Florida
$0 -$522K 0 – Closed
3666
J. Safra Sarasin Holding
J. Safra Sarasin Holding
$0 -$1.31M 0 – Closed
3667
KRW
Kaufman Rossin Wealth
Florida
$0 -$599K 0 – Closed
3668
KCM
Kempner Capital Management
Texas
$0 -$4.34M 0 – Closed
3669
LCM
Landscape Capital Management
New Jersey
$0 -$320K 0 – Closed
3670
LMR Partners
LMR Partners
United Kingdom
$0 -$388K 0 – Closed
3671
LCG
Lynx Capital Group
Ohio
$0 -$3.53M 0 – Closed
3672
M1FG
Mach-1 Financial Group
Arkansas
$0 -$1.88M 0 – Closed
3673
MC
Machina Capital
France
$0 -$868K 0 – Closed
3674
MIM
Marshall Investment Management
Colorado
$0 -$186K 0 – Closed
3675
MFA
McClarren Financial Advisors
Pennsylvania
$0 -$44K 0 – Closed