← 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
3826
RCM
Ratan Capital Management
Florida
$0 -$8.03M 0 – Closed
3827
Readystate Asset Management
Readystate Asset Management
Illinois
$0 -$590K 0 – Closed
3828
RW
Rede Wealth
Virginia
$0 -$461K 0 – Closed
3829
RCM
Regency Capital Management
Hawaii
$0 -$543K 0 – Closed
3830
RWM
RMG Wealth Management
Wisconsin
$0 -$73.5K 0 – Closed
3831
RF
Robinswood Financial
Washington
$0 -$211K 0 – Closed
3832
SIG
Sargent Investment Group
Maryland
$0 -$2.13M 0 – Closed
3833
Select Equity Group
Select Equity Group
New York
$0 -$23.7M 0 – Closed
3834
SPA
Sherbrooke Park Advisers
New York
$0 -$231K 0 – Closed
3835
SFI
Siemens Fonds Invest
Germany
$0 -$77.2K 0 – Closed
3836
SIG Brokerage
SIG Brokerage
New York
$0 -$1.87M 0 – Closed
3837
SGC
Slocum, Gordon & Co
Rhode Island
$0 -$10.2K 0 – Closed
3838
SC
Soundwatch Capital
Connecticut
$0 -$12.8M 0 – Closed
3839
SIC
Sterling Investment Counsel
New York
$0 -$218K 0 – Closed
3840
SFC
Strategic Financial Concepts
Texas
$0 -$219K 0 – Closed
3841
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$0 -$11.6M 0 – Closed
3842
SXL
Summit X LLC
Missouri
$0 -$4.08M 0 – Closed
3843
Swedbank
Swedbank
Sweden
$0 -$1.41M 0 – Closed
3844
T
Tableaux
Massachusetts
$0 -$389K 0 – Closed
3845
TCW Group
TCW Group
California
$0 -$2.95M 0 – Closed
3846
TA
TFB Advisors
Kansas
$0 -$223K 0 – Closed
3847
Third Point
Third Point
New York
$0 -$6.06M 0 – Closed
3848
TIM
Total Investment Management
Arizona
$0 -$68K 0 – Closed
3849
Tredje AP-fonden
Tredje AP-fonden
Sweden
$0 -$2.87M 0 – Closed
3850
TPWA
Twin Peaks Wealth Advisors
California
$0 -$309K 0 – Closed