← 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
3776
FL
FreeGulliver LLC
Louisiana
$0 -$1M 0 – Closed
3777
FEM
Fulcrum Equity Management
Texas
$0 -$226K 0 – Closed
3778
FFL
Future Fund LLC
Illinois
$0 -$919K 0 – Closed
3779
GCM
Gallacher Capital Management
Colorado
$0 -$974K 0 – Closed
3780
GFA
Gallagher Fiduciary Advisors
Illinois
$0 -$685K 0 – Closed
3781
GC
GFG Capital
Florida
$0 -$101K 0 – Closed
3782
GIM
Guardian Investment Management
California
$0 -$653K 0 – Closed
3783
Guinness Asset Management
Guinness Asset Management
United Kingdom
$0 -$85.6K 0 – Closed
3784
HT
Headlands Technologies
Illinois
$0 -$88.4K 0 – Closed
3785
HCM
Heights Capital Management
California
$0 -$3.48M 0 – Closed
3786
Iconiq Capital
Iconiq Capital
California
$0 -$1.58M 0 – Closed
3787
ICM
IMS Capital Management
Oregon
$0 -$201K 0 – Closed
3788
IMC
Investment Management Corporation
Virginia
$0 -$2.32K 0 – Closed
3789
JGGDR
JGP Global Gestao de Recursos
Brazil
$0 -$17.9M 0 – Closed
3790
KI
Kapitalo Investimentos
Brazil
$0 -$16.8M 0 – Closed
3791
KSWA
Kathleen S. Wright Associates
Pennsylvania
$0 -$30.7K 0 – Closed
3792
KWM
Kiker Wealth Management
Georgia
$0 -$128K 0 – Closed
3793
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$0 -$1.65M 0 – Closed
3794
Laurion Capital Management
Laurion Capital Management
New York
$0 -$11.6M 0 – Closed
3795
LWL
Leo Wealth LLC
Texas
$0 -$1.07M 0 – Closed
3796
LF
Lighthouse Financial
Florida
$0 -$1,000K 0 – Closed
3797
Longaeva Partners
Longaeva Partners
Illinois
$0 -$1.52M 0 – Closed
3798
MGCM
Mane Global Capital Management
New York
$0 -$557K 0 – Closed
3799
MWM
Maripau Wealth Management
Indiana
$0 -$514K 0 – Closed
3800
MASECO Private Wealth
MASECO Private Wealth
$0 -$104K 0 – Closed