← 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
1751
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$0 -$223K 0 – Closed
1752
MCM
Matarin Capital Management
New York
$0 -$946K 0 – Closed
1753
NAM
NorthCoast Asset Management
Connecticut
$0 -$821K 0 – Closed
1754
One Capital Management
One Capital Management
California
$0 -$99K 0 – Closed
1755
PL
Parkwood LLC
Ohio
$0 -$399K 0 – Closed
1756
Pathstone Family Office
Pathstone Family Office
New Jersey
$0 -$120K 0 – Closed
1757
PEAK6 Group
PEAK6 Group
Illinois
$0 -$7.58M 0 – Closed
1758
RCM
Rotella Capital Management
Washington
$0 -$319K 0 – Closed
1759
SMC
Smith, Moore & Co
Missouri
$0 -$204K 0 – Closed
1760
SC
Sophrosyne Capital
New York
$0 -$98K 0 – Closed
1761
SCA
Strategic Capital Alternatives
United States
$0 -$86K 0 – Closed
1762
SC
Sumit Capital
New York
$0 -$211K 0 – Closed
1763
VIM
Veritas Investment Management
United Kingdom
$0 -$1.05M 0 – Closed
1764
WCM
Weatherstone Capital Management
Colorado
$0 -$213K 0 – Closed
1765
ZDA
Zweig-DiMenna Associates
New York
$0 -$264K 0 – Closed