← 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
4151
LA
Latitude Advisors
Florida
$0 -$360K 0 – Closed
4152
LWP
LeClair Wealth Partners
Ohio
$0 -$283K 0 – Closed
4153
LMR Partners
LMR Partners
United Kingdom
$0 -$8.44K 0 – Closed
4154
LCM
Logan Capital Management
Pennsylvania
$0 -$6.68M 0 – Closed
4155
LAM
Longboard Asset Management
Arizona
$0 -$511K 0 – Closed
4156
LC
Luminist Capital
Michigan
$0 -$1.65K 0 – Closed
4157
MIA
MainStreet Investment Advisors
Illinois
$0 -$1.96M 0 – Closed
4158
MP
Mangrove Partners
Connecticut
$0 -$1.05M 0 – Closed
4159
MASECO Private Wealth
MASECO Private Wealth
$0 -$120K 0 – Closed
4160
Masters Capital Management
Masters Capital Management
Georgia
$0 -$14.6M 0 – Closed
4161
MAA
Matrix Asset Advisors
New York
$0 -$11.9M 0 – Closed
4162
MAM
McLaughlin Asset Management
Illinois
$0 -$946K 0 – Closed
4163
M&G plc
M&G plc
United Kingdom
$0 -$1.78M 0 – Closed
4164
MCM
MidAtlantic Capital Management
Virginia
$0 -$51.7K 0 – Closed
4165
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC.
New York
$0 -$5.28M 0 – Closed
4166
MA
Modus Advisors
Minnesota
$0 -$55.8K 0 – Closed
4167
MM
MQS Management
New York
$0 -$266K 0 – Closed
4168
MA
MYDA Advisors
New York
$0 -$1.52M 0 – Closed
4169
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$0 -$342K 0 – Closed
4170
NL
Navalign LLC
California
$0 -$36.3K 0 – Closed
4171
NL
NKCFO LLC
Illinois
$0 -$6.88M 0 – Closed
4172
Norges Bank
Norges Bank
Norway
$0 -$3.46B 0 – Closed
4173
NBWM
North Berkeley Wealth Management
California
$0 -$304K 0 – Closed
4174
NI
Nuance Investments
Missouri
$0 -$5.12M 0 – Closed
4175
OC
Opal Capital
Florida
$0 -$519K 0 – Closed