← 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
SI
Standard Investments
New York
$0 -$1.33M 0 – Closed
1652
SWM
SVA Wealth Management
Wisconsin
$0 -$255K 0 – Closed
1653
TC
TFS Capital
Pennsylvania
$0 -$481K 0 – Closed
1654
TCM
Tributary Capital Management
Nebraska
$0 -$62K 0 – Closed
1655
VCAM
Valentine Capital Asset Management
California
$0 -$271K 0 – Closed
1656
VF
Virtu Financial
New York
$0 -$570K 0 – Closed
1657
VAM
Visionary Asset Management
Texas
$0 -$9K 0 – Closed
1658
WI
Wafra Inc
New York
$0 -$10.4M 0 – Closed
1659
WAM
Weatherly Asset Management
California
$0 -$187K 0 – Closed
1660
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$0 -$12.3M 0 – Closed
1661
WAS
Winch Advisory Services
Wisconsin
$0 -$790K 0 – Closed
1662
Winslow Capital Management
Winslow Capital Management
Minnesota
$0 -$349M 0 – Closed
1663
WAM
Wood Asset Management
Florida
$0 -$5.69M 0 – Closed
1664
WM
WS Management
Florida
$0 -$15.5M 0 – Closed