← 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
1601
CASB
Cape Ann Savings Bank
Massachusetts
$0 -$209K 0 – Closed
1602
CM
Capital Management
Virginia
$0 -$335K 0 – Closed
1603
Capital Wealth Planning
Capital Wealth Planning
Florida
$0 -$231K 0 – Closed
1604
CC
Casablanca Capital
New York
$0 -$3.19M 0 – Closed
1605
CI Global Investments
CI Global Investments
California
$0 -$12.2M 0 – Closed
1606
CLM
ClearBridge LLC (Maryland)
Maryland
$0 -$88.7M 0 – Closed
1607
CMBA
C.M. Bidwell & Associates
Hawaii
$0 -$4.63M 0 – Closed
1608
CPS
Counsel Portfolio Services
Ontario, Canada
$0 -$1.59M 0 – Closed
1609
CAS
CTC Alternative Strategies
Illinois
$0 -$610K 0 – Closed
1610
CCM
Cupps Capital Management
Illinois
$0 -$3.26M 0 – Closed
1611
DLG
Daniel L. Goodwin
$0 -$173K 0 – Closed
1612
DCM
Decatur Capital Management
Georgia
$0 -$10.3M 0 – Closed
1613
EIA
Edgemoor Investment Advisors
Maryland
$0 -$205K 0 – Closed
1614
EGA
E&G Advisors
Texas
$0 -$1.33M 0 – Closed
1615
EIM
Essex Investment Management
Massachusetts
$0 -$8.97M 0 – Closed
1616
EM
Excalibur Management
Massachusetts
$0 -$200K 0 – Closed
1617
FAM
Fortaleza Asset Management
Illinois
$0 -$2.68M 0 – Closed
1618
FRM
Foundation Resource Management
Arkansas
$0 -$202K 0 – Closed
1619
FIG
Fusion Investment Group
Pennsylvania
$0 -$216K 0 – Closed
1620
GCM
Glaxis Capital Management
Florida
$0 -$289K 0 – Closed
1621
GA
Glenhill Advisors
New York
$0 -$30.7M 0 – Closed
1622
GP
GLG Partners
United Kingdom
$0 -$3K 0 – Closed
1623
GIM
Gyrus Investment Management
Ontario, Canada
$0 -$297K 0 – Closed
1624
HT
HAP Trading
New York
$0 -$432K 0 – Closed
1625
Hermes Investment Management
Hermes Investment Management
United Kingdom
$0 -$3.3M 0 – Closed