← 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
3676
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$0 -$2.81M 0 – Closed
3677
MIM
Meridiem Investment Management
United Kingdom
$0 -$212K 0 – Closed
3678
Millburn Ridgefield Corp
Millburn Ridgefield Corp
New York
$0 -$284K 0 – Closed
3679
MC
Montag & Caldwell
Georgia
$0 -$6.75K 0 – Closed
3680
MA
MYDA Advisors
New York
$0 -$594K 0 – Closed
3681
NI
NCP Inc
California
$0 -$18.4K 0 – Closed
3682
NCFG
New Century Financial Group
New Jersey
$0 -$225K 0 – Closed
3683
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$0 -$244K 0 – Closed
3684
NWA
New World Advisors
Massachusetts
$0 -$470K 0 – Closed
3685
NCM
Northwest Capital Management
Oregon
$0 -$7.51K 0 – Closed
3686
OHWP
Oak Harbor Wealth Partners
North Carolina
$0 -$283K 0 – Closed
3687
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0 -$3.15M 0 – Closed
3688
OWA
ORBA Wealth Advisors
Illinois
$0 -$336K 0 – Closed
3689
OL
Owen LaRue
Kentucky
$0 -$441K 0 – Closed
3690
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$0 -$492 0 – Closed
3691
PGWM
Parisi Gray Wealth Management
New Jersey
$0 -$644K 0 – Closed
3692
PFA
Pathway Financial Advisors
Vermont
$0 -$763K 0 – Closed
3693
PCM
Payne Capital Management
New York
$0 -$1.01M 0 – Closed
3694
PAM
Peak Asset Management
Colorado
$0 -$16.7M 0 – Closed
3695
PCM
PenderFund Capital Management
British Columbia, Canada
$0 -$415K 0 – Closed
3696
PPC
Pennington Partners & Co
Maryland
$0 -$276K 0 – Closed
3697
PTC
Petrus Trust Company
Texas
$0 -$350K 0 – Closed
3698
PPWM
PFG Private Wealth Management
Florida
$0 -$21.2K 0 – Closed
3699
PD
Planning Directions
Pennsylvania
$0 -$449K 0 – Closed
3700
PFA
Plotkin Financial Advisors
Maryland
$0 -$206K 0 – Closed