← 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	% of Portfolio	Status
4101	HC Headland Capital Mt. Pleasant, South Carolina	$0	-$264K	–	Closed
4102	HFA Hershey Financial Advisers Lancaster, Pennsylvania	$0	-$1.22M	–	Closed
4103	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$0	-$339K	–	Closed
4104	HIGP Hill Investment Group Partners St. Louis, Missouri	$0	-$214K	–	Closed
4105	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$0	-$11.4M	–	Closed
4106	HBS Howard Bailey Securities Fort Wayne, Indiana	$0	-$439K	–	Closed
4107	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$0	-$221K	–	Closed
4108	IWP Insight Wealth Partners Plano, Texas	$0	-$1.11M	–	Closed
4109	Intact Investment Management Montreal, Quebec, Canada	$0	-$4.39M	–	Closed
4110	IWS Intentional Wealth Strategies Colorado Springs, Colorado	$0	-$150K	–	Closed
4111	IFM ION Fund Management Herzliya,	$0	-$1.58M	–	Closed
4112	IIA IPG Investment Advisors San Diego, California	$0	-$1.53M	–	Closed
4113	IFU iSAM Funds (UK) London, United Kingdom	$0	-$1.31M	–	Closed
4114	Jericho Capital Asset Management New York	$0	-$187M	–	Closed
4115	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$0	-$448K	–	Closed
4116	KA Kailix Advisors Fort Lauderdale, Florida	$0	-$5.76M	–	Closed
4117	KIM Kane Investment Management Los Gatos, California	$0	-$990K	–	Closed
4118	LJCM Lee Johnson Capital Management Fort Worth, Texas	$0	-$4.21M	–	Closed
4119	LB Legacy Bridge West Des Moines, Iowa	$0	-$23.7K	–	Closed
4120	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$0	-$23.1K	–	Closed
4121	LCG Lisanti Capital Growth New York	$0	-$5.23M	–	Closed
4122	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$0	-$6.54M	–	Closed
4123	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$1.26M	–	Closed
4124	LCG Lynx Capital Group Beachwood, Ohio	$0	-$4.9M	–	Closed
4125	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	-$743K	–	Closed