← 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
1726
FAM
Foothills Asset Management
Arizona
$0 -$252K 0 – Closed
1727
FC
Forte Capital
New York
$0 -$240K 0 – Closed
1728
Fred Alger Management
Fred Alger Management
New York
$0 -$48.5M 0 – Closed
1729
FIG
Fusion Investment Group
Pennsylvania
$0 -$208K 0 – Closed
1730
GIA
Gargoyle Investment Advisor
New Jersey
$0 -$3.24M 0 – Closed
1731
GBA
Garrison Bradford & Associates
New York
$0 -$222K 0 – Closed
1732
GA
Glenhill Advisors
New York
$0 -$35.2M 0 – Closed
1733
Gratus Capital
Gratus Capital
Georgia
$0 -$4.91M 0 – Closed
1734
GIM
Greystone Investment Management
Ohio
$0 -$223K 0 – Closed
1735
Harvard Management Company
Harvard Management Company
Massachusetts
$0 -$19.4M 0 – Closed
1736
HIC
Harvey Investment Company
Kentucky
$0 -$203K 0 – Closed
1737
HW
Hedeker Wealth
Illinois
$0 -$8K 0 – Closed
1738
HTI
Hikari Tsushin Inc
Japan
$0 -$3.05M 0 – Closed
1739
HCM
Hollencrest Capital Management
California
$0 -$201K 0 – Closed
1740
ICRM
Insight Capital Research & Management
California
$0 -$876K 0 – Closed
1741
IC
Intersect Capital
California
$0 -$209K 0 – Closed
1742
JT
Jump Trading
Illinois
$0 -$109K 0 – Closed
1743
JVBC
J.V. Bruni & Co
Colorado
$0 -$19.8M 0 – Closed
1744
KBG
Kahn Brothers Group
New York
$0 -$386K 0 – Closed
1745
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$0 -$1.81M 0 – Closed
1746
KPCM
Kings Point Capital Management
New York
$0 -$106K 0 – Closed
1747
KWMG
King Wealth Management Group
Florida
$0 -$209K 0 – Closed
1748
KA
KLCM Advisors
Wisconsin
$0 -$265K 0 – Closed
1749
KAM
Knightsbridge Asset Management
California
$0 -$211K 0 – Closed
1750
KA
Kovack Advisors
Florida
$0 -$213K 0 – Closed