← 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
4051
CI
Cavalier Investments
Georgia
$0 -$7.46M 0 – Closed
4052
CCIA
Cherry Creek Investment Advisors
Colorado
$0 -$226K 0 – Closed
4053
Chilton Investment Company
Chilton Investment Company
Connecticut
$0 -$2.64M 0 – Closed
4054
CB
Chris Bulman
California
$0 -$263K 0 – Closed
4055
CAM
Clarity Asset Management
Iowa
$0 -$22.7K 0 – Closed
4056
CEI
Clark Estates Inc
New York
$0 -$208K 0 – Closed
4057
CFG
Clayton Financial Group
Missouri
$0 -$100K 0 – Closed
4058
CIR
Clear Investment Research
Georgia
$0 -$26.3K 0 – Closed
4059
CC
Clearline Capital
New York
$0 -$1.7M 0 – Closed
4060
CC
Constitution Capital
Connecticut
$0 -$207K 0 – Closed
4061
CHA
Cooper/Haims Advisors
New York
$0 -$219K 0 – Closed
4062
CPL
Corecam Pte Ltd
$0 -$507K 0 – Closed
4063
CC
Covalis Capital
United Kingdom
$0 -$705K 0 – Closed
4064
CL
CSS LLC
Illinois
$0 -$370K 0 – Closed
4065
CW
Curio Wealth
Maryland
$0 -$2.64K 0 – Closed
4066
DI
DAGCO Inc
Ohio
$0 -$233K 0 – Closed
4067
DG
Dala Group
Illinois
$0 -$285K 0 – Closed
4068
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$38.6M 0 – Closed
4069
DFG
Delphi Financial Group
Delaware
$0 -$3.1M 0 – Closed
4070
DGM
Delta Global Management
New York
$0 -$1.29M 0 – Closed
4071
DWP
Destiny Wealth Partners
Florida
$0 -$726K 0 – Closed
4072
DF
Donoghue Forlines
Massachusetts
$0 -$826K 0 – Closed
4073
Driehaus Capital Management
Driehaus Capital Management
Illinois
$0 -$23.3M 0 – Closed
4074
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore)
Singapore
$0 -$5.21M 0 – Closed
4075
EI
EAM Investors
California
$0 -$4.81M 0 – Closed