← 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
4126
GIPW
Granite Islands Private Wealth
Connecticut
$0 -$425K 0 – Closed
4127
GFG
Greystone Financial Group
Michigan
$0 -$220K 0 – Closed
4128
GCM
Gunpowder Capital Management
Maryland
$0 -$8.43K 0 – Closed
4129
HCPC
Hamilton Capital Partners (Canada)
$0 -$28.5M 0 – Closed
4130
HT
Headlands Technologies
Illinois
$0 -$1.79M 0 – Closed
4131
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$0 -$7.72M 0 – Closed
4132
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$0 -$17.2K 0 – Closed
4133
HC
Hourglass Capital
Texas
$0 -$550K 0 – Closed
4134
HHMI
Howard Hughes Medical Institute
Maryland
$0 -$81.1K 0 – Closed
4135
HPM
Hoxton Planning & Management
West Virginia
$0 -$329K 0 – Closed
4136
HCM
Hutchinson Capital Management
California
$0 -$209K 0 – Closed
4137
IIM
IFC & Insurance Marketing
California
$0 -$59K 0 – Closed
4138
IAM
Impala Asset Management
Florida
$0 -$3.48M 0 – Closed
4139
IWM
Inlight Wealth Management
Georgia
$0 -$14.9K 0 – Closed
4140
IQI
Integrated Quantitative Investments
Washington
$0 -$1.05M 0 – Closed
4141
IFS
Intelligent Financial Strategies
Minnesota
$0 -$116K 0 – Closed
4142
ICM
Invenomic Capital Management
Massachusetts
$0 -$8.07M 0 – Closed
4143
JWM
Jessup Wealth Management
Ohio
$0 -$138K 0 – Closed
4144
JMA
J.M. Arbour
Maine
$0 -$235K 0 – Closed
4145
Junto Capital Management
Junto Capital Management
New York
$0 -$30.9M 0 – Closed
4146
KC
Kadensa Capital
Hong Kong
$0 -$3.84M 0 – Closed
4147
KWM
Kaydan Wealth Management
Michigan
$0 -$353K 0 – Closed
4148
KA
Kercheville Advisors
Texas
$0 -$228K 0 – Closed
4149
KDA
Kraft Davis & Associates
Missouri
$0 -$311K 0 – Closed
4150
KIM
Kurv Investment Management
California
$0 -$1.84M 0 – Closed