← 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
RHI
Richmond Hill Investments
New York
$0 -$9.2M 0 – Closed
1652
RCM
Rotella Capital Management
Washington
$0 -$619K 0 – Closed
1653
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$0 -$14.7M 0 – Closed
1654
SCM
Sandler Capital Management
New York
$0 -$12.9M 0 – Closed
1655
SGH
Schonfeld Group Holdings
New York
$0 -$2.47M 0 – Closed
1656
SAM
Scopus Asset Management
New York
$0 -$23.8M 0 – Closed
1657
SAM
Shamrock Asset Management
Texas
$0 -$25K 0 – Closed
1658
SGC
South Georgia Capital
Illinois
$0 -$970K 0 – Closed
1659
SA
Springowl Associates
New York
$0 -$3.15M 0 – Closed
1660
TFMS
Trust & Fiduciary Management Services
Massachusetts
$0 -$94K 0 – Closed
1661
TF
Trutina Financial
Washington
$0 -$18K 0 – Closed
1662
UBS O'Connor
UBS O'Connor
Illinois
$0 -$3.65M 0 – Closed
1663
VHAM
Van Hulzen Asset Management
California
$0 -$1.02M 0 – Closed
1664
WC
Walthausen & Co
New York
$0 -$24.9M 0 – Closed
1665
WCM
Washington Capital Management
Washington
$0 -$558K 0 – Closed