← 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
1651
MIG
Mariner Investment Group
New York
$0 -$2.12M 0 – Closed
1652
MVIP
Mar Vista Investment Partners
California
$0 -$72.2M 0 – Closed
1653
MM
Midas Management
New York
$0 -$1.14M 0 – Closed
1654
Mizuho Securities USA
Mizuho Securities USA
New York
$0 -$12.8M 0 – Closed
1655
Modera Wealth Management
Modera Wealth Management
New Jersey
$0 -$259K 0 – Closed
1656
MC
MRJ Capital
New York
$0 -$584K 0 – Closed
1657
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$0 -$831K 0 – Closed
1658
OCG
Opus Capital Group
Ohio
$0 -$8.71M 0 – Closed
1659
PL
Parkwood LLC
Ohio
$0 -$135K 0 – Closed
1660
PFC
Phocas Financial Corp
California
$0 -$243K 0 – Closed
1661
PWAG
Polaris Wealth Advisory Group
California
$0 -$11K 0 – Closed
1662
PAM
Premier Asset Management
Illinois
$0 -$532K 0 – Closed
1663
PTCG
Pring Turner Capital Group
California
$0 -$28K 0 – Closed
1664
Prospera Financial Services
Prospera Financial Services
Texas
$0 -$464K 0 – Closed
1665
RWM
Raffa Wealth Management
District of Columbia
$0 -$3.31K 0 – Closed
1666
RC
Riversville Capital
Connecticut
$0 -$2.91M 0 – Closed
1667
SEC
Seven Eight Capital
New York
$0 -$1.01M 0 – Closed
1668
SCM
Sigma Capital Management
Connecticut
$0 -$4.14M 0 – Closed
1669
SHWM
Smith & Howard Wealth Management
Georgia
$0 -$159K 0 – Closed
1670
SGCA
Steel Grove Capital Advisors
Tennessee
$0 -$4.46M 0 – Closed
1671
SIP
Stoneridge Investment Partners
Pennsylvania
$0 -$590K 0 – Closed
1672
SC
Sumit Capital
New York
$0 -$400K 0 – Closed
1673
SCM
Symons Capital Management
Pennsylvania
$0 -$24M 0 – Closed
1674
TWI
Thomas White International
Illinois
$0 -$465K 0 – Closed
1675
TLCM
Tiger Legatus Capital Management
New York
$0 -$3.6M 0 – Closed