← 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
4026
FLFS
Family Legacy Financial Solutions
North Carolina
$0 -$91.4K 0 – Closed
4027
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0 -$1.13M 0 – Closed
4028
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$0 -$57K 0 – Closed
4029
FI
FWG Investments
Kentucky
$0 -$217K 0 – Closed
4030
GWAG
Garrett Wealth Advisory Group
Texas
$0 -$207K 0 – Closed
4031
GF Fund Management
GF Fund Management
China
$0 -$191K 0 – Closed
4032
GC
GMT Capital
Georgia
$0 -$726K 0 – Closed
4033
GA
GraniteShares Advisors
New York
$0 -$275K 0 – Closed
4034
GWWM
Great Waters Wealth Management
Minnesota
$0 -$250K 0 – Closed
4035
GCM
Greenland Capital Management
New York
$0 -$332K 0 – Closed
4036
GFWA
Grey Fox Wealth Advisors
Delaware
$0 -$137K 0 – Closed
4037
Groupama Asset Management
Groupama Asset Management
France
$0 -$150M 0 – Closed
4038
Harris Associates
Harris Associates
Illinois
$0 -$218K 0 – Closed
4039
HKIM
Hayek Kallen Investment Management
Alabama
$0 -$797K 0 – Closed
4040
HBK Investments
HBK Investments
Texas
$0 -$1.58M 0 – Closed
4041
HWM
Hobbs Wealth Management
Indiana
$0 -$243K 0 – Closed
4042
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$0 -$602K 0 – Closed
4043
IP
Interval Partners
New York
$0 -$55.9M 0 – Closed
4044
JTWM
Jackson Thornton Wealth Management
Alabama
$0 -$212K 0 – Closed
4045
JAIC
Josh Arnold Investment Consultant
Minnesota
$0 -$619K 0 – Closed
4046
KFP
Keener Financial Planning
Texas
$0 -$15K 0 – Closed
4047
KFS
Kelly Financial Services
Massachusetts
$0 -$1.29M 0 – Closed
4048
KI
Keystone Investors
Singapore
$0 -$1.28M 0 – Closed
4049
KHC
Koesten Hirschmann & Crabtree
Kansas
$0 -$502 0 – Closed
4050
LAM
LECAP Asset Management
United Kingdom
$0 -$844K 0 – Closed