← 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
1626
GCA
Gideon Capital Advisors
New York
$0 -$511K 0 – Closed
1627
GACM
Green Arrow Capital Management
New York
$0 -$8.81M 0 – Closed
1628
HCM
Hodges Capital Management
Texas
$0 -$276K 0 – Closed
1629
IAM
Impala Asset Management
Florida
$0 -$595K 0 – Closed
1630
IPRC
Indices-Pac Research Corporation
New Jersey
$0 -$1.21M 0 – Closed
1631
IWC
Integrated Wealth Counsel
California
$0 -$4K 0 – Closed
1632
IFA
Interactive Financial Advisors
Illinois
$0 $0 0 – Closed
1633
IAM
Iridian Asset Management
Connecticut
$0 -$291K 0 – Closed
1634
JIP
Jaffetilchin Investment Partners
Florida
$0 -$1.09M 0 – Closed
1635
JGC
J. Goldman & Co
New York
$0 -$16.5M 0 – Closed
1636
KCPG
Kavar Capital Partners Group
Kansas
$0 -$15K 0 – Closed
1637
KCM
KSA Capital Management
New Jersey
$0 -$1.23M 0 – Closed
1638
Laurion Capital Management
Laurion Capital Management
New York
$0 -$2.32M 0 – Closed
1639
LFG
LifePlan Financial Group
Ohio
$0 -$27K 0 – Closed
1640
LJAC
L.J. Altfest & Co
New York
$0 -$262K 0 – Closed
1641
LC
Lubar & Co
Wisconsin
$0 -$211K 0 – Closed
1642
MAS
Madden Advisory Services
Florida
$0 -$10K 0 – Closed
1643
Manning & Napier Advisors
Manning & Napier Advisors
New York
$0 -$15.3M 0 – Closed
1644
MCM
Marcato Capital Management
California
$0 -$105M 0 – Closed
1645
PFA
Paradigm Financial Advisors
Missouri
$0 -$41K 0 – Closed
1646
Pathstone Family Office
Pathstone Family Office
New Jersey
$0 -$79K 0 – Closed
1647
PNAA
Pictet North America Advisors
Switzerland
$0 -$598K 0 – Closed
1648
Pzena Investment Management
Pzena Investment Management
New York
$0 -$2.37M 0 – Closed
1649
QIM
Quantitative Investment Management
Virginia
$0 -$514K 0 – Closed
1650
Rafferty Asset Management
Rafferty Asset Management
New York
$0 -$550K 0 – Closed