← 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
3751
CWM
CarsonAllaria Wealth Management
Illinois
$0 -$135K 0 – Closed
3752
CCAM
Cascades Capital Asset Management
North Carolina
$0 -$929K 0 – Closed
3753
CWM
Centric Wealth Management
Illinois
$0 -$3.4M 0 – Closed
3754
CIP
Champlain Investment Partners
Vermont
$0 -$20.9M 0 – Closed
3755
CCAL
City Center Advisors LLC
Michigan
$0 -$346K 0 – Closed
3756
CMI
Clare Market Investments
Texas
$0 -$470K 0 – Closed
3757
CCC
Compass Capital Corp
Massachusetts
$0 -$215K 0 – Closed
3758
CAMV
Concord Asset Management (Virginia)
Virginia
$0 -$333K 0 – Closed
3759
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$0 -$221K 0 – Closed
3760
DFC
DB Fitzpatrick & Co
Idaho
$0 -$1.12M 0 – Closed
3761
DCP
Distillate Capital Partners
Illinois
$0 -$3.08M 0 – Closed
3762
DL
DOHJ LLC
Washington
$0 -$455K 0 – Closed
3763
DFO
Duquesne Family Office
New York
$0 -$8.22M 0 – Closed
3764
EBA
Eagle Bay Advisors
New York
$0 -$244K 0 – Closed
3765
EGI
EAM Global Investors
California
$0 -$4.43M 0 – Closed
3766
EIA
Eastover Investment Advisors
North Carolina
$0 -$8.96M 0 – Closed
3767
EA
Efficient Advisors
Ohio
$0 -$452K 0 – Closed
3768
EWM
Elite Wealth Management
Washington
$0 -$245K 0 – Closed
3769
FW
Fairway Wealth
Ohio
$0 -$26.6K 0 – Closed
3770
FC
Family CFO
California
$0 -$27.2K 0 – Closed
3771
FC
Farringdon Capital
United Kingdom
$0 -$795K 0 – Closed
3772
FD
Financial Designs
California
$0 -$306K 0 – Closed
3773
Första AP-fonden
Första AP-fonden
Sweden
$0 -$1.14M 0 – Closed
3774
FIG
Fortress Investment Group
New York
$0 -$170K 0 – Closed
3775
FIM
Freedom Investment Management
Connecticut
$0 -$1.67M 0 – Closed