← 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
1501
APU
Alpine Partners USVI
U.S. Virgin Islands
$0 -$1.02M 0 – Closed
1502
AAM
Archipel Asset Management
Sweden
$0 -$11.3M 0 – Closed
1503
AC
Ascend Capital
California
$0 -$51.2M 0 – Closed
1504
BWM
Baystate Wealth Management
Massachusetts
$0 -$69K 0 – Closed
1505
BCM
Bluefin Capital Management
New York
$0 -$600K 0 – Closed
1506
BPGAM
BTG Pactual Global Asset Management
Bermuda
$0 -$348K 0 – Closed
1507
CFA
Camarda Financial Advisors
Florida
$0 -$2K 0 – Closed
1508
CFIP
Chicago Fundamental Investment Partners
Illinois
$0 -$90K 0 – Closed
1509
CP
Cinque Partners
California
$0 -$2.97M 0 – Closed
1510
CC
Cipher Capital
New York
$0 -$599K 0 – Closed
1511
CF
CNA Financial
Illinois
$0 -$1.8M 0 – Closed
1512
CW
Cobiz Wealth
Colorado
$0 -$110K 0 – Closed
1513
CCM
Coe Capital Management
Illinois
$0 -$2.31M 0 – Closed
1514
CA
Cornerstone Advisors
North Carolina
$0 -$790K 0 – Closed
1515
CAS
CTC Alternative Strategies
Illinois
$0 -$251K 0 – Closed
1516
CCB
Cutter & Co Brokerage
Missouri
$0 -$597K 0 – Closed
1517
DA
DSC Advisors
Illinois
$0 -$3.81M 0 – Closed
1518
FHB
First Hawaiian Bank
Hawaii
$0 -$230K 0 – Closed
1519
FRM
Foundation Resource Management
Arkansas
$0 -$3.35M 0 – Closed
1520
GCM
Glaxis Capital Management
Florida
$0 -$4.81M 0 – Closed
1521
GC
Globeflex Capital
California
$0 -$4.78M 0 – Closed
1522
Harris Associates
Harris Associates
Illinois
$0 -$396M 0 – Closed
1523
HAMF
Hatteras Alternative Mutual Funds
North Carolina
$0 -$425K 0 – Closed
1524
Hershey Trust Company
Hershey Trust Company
Pennsylvania
$0 -$935K 0 – Closed
1525
HPCM
High Pointe Capital Management
Illinois
$0 -$274K 0 – Closed