← 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
1701	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	+$3.27K	2	0%	New
1702	P Palladiem Bryn Mawr, Pennsylvania	$2K	+$1.98K	1	0%	New
1703	SGAM Smith Group Asset Management Dallas, Texas	$2K	$0	1	0%	Maintained
1704	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1705	SIG Stanford Investment Group Mountain View, California	$2K	+$1.65K	1	0%	New
1706	WCM Wealthcare Capital Management Richmond, Virginia	$1K	+$1.29K	1	0%	New
1707	AGA Accuvest Global Advisors Provo, Utah	$0	-$216K	0	–	Closed
1708	AGC Angelo Gordon & Co New York	$0	-$2.11M	0	–	Closed
1709	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$3.38M	0	–	Closed
1710	AC Ascend Capital Orinda, California	$0	-$4.35M	0	–	Closed
1711	AssetMark Inc Concord, California	$0	$0	0	–	Closed
1712	Axiom Investors Greenwich, Connecticut	$0	-$35.3M	0	–	Closed
1713	BCM BBT Capital Management Fort Worth, Texas	$0	-$3.04M	0	–	Closed
1714	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	-$11K	0	–	Closed
1715	BCM Birmingham Capital Management Birmingham, Alabama	$0	-$277K	0	–	Closed
1716	BCM Bluefin Capital Management New York	$0	-$1.23M	0	–	Closed
1717	Braun Stacey Associates New York	$0	-$232K	0	–	Closed
1718	BIM BRC Investment Management Greenwood Village, Colorado	$0	-$19.6M	0	–	Closed
1719	Capstone Investment Advisors New York	$0	-$1.15M	0	–	Closed
1720	Caxton Associates (New York) New York	$0	-$10.5M	0	–	Closed
1721	CPO Cerity Partners OCIO New York	$0	-$230K	0	–	Closed
1722	CIBC World Markets New York	$0	-$1.75M	0	–	Closed
1723	CIM Contravisory Investment Management Norwell, Massachusetts	$0	-$6K	0	–	Closed
1724	CR Cooperatieve Rabobank Utrecht, Netherlands	$0	-$2.15M	0	–	Closed
1725	CAM Cortina Asset Management Milwaukee, Wisconsin	$0	-$356K	0	–	Closed