← 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	% of Portfolio	Status
1751	CYG Clean Yield Group Norwich, Vermont	$0	-$29K	–	Closed
1752	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$928K	–	Closed
1753	CCM Compass Capital Management Minneapolis, Minnesota	$0	-$209K	–	Closed
1754	CAM Concorde Asset Management Ann Arbor, Michigan	$0	-$233K	–	Closed
1755	Country Trust Bank Bloomington, Illinois	$0	-$4K	–	Closed
1756	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$0	-$3.74M	–	Closed
1757	CAD Craig A. Drill	$0	-$1.18M	–	Closed
1758	CAS CTC Alternative Strategies Chicago, Illinois	$0	-$240K	–	Closed
1759	DLHL Donald L. Hagan LLC Sarasota, Florida	$0	-$733K	–	Closed
1760	EI EAM Investors Solana Beach, California	$0	-$3.62M	–	Closed
1761	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$1.16M	–	Closed
1762	Emerald Advisers Leola, Pennsylvania	$0	-$329K	–	Closed
1763	EM Excalibur Management Waltham, Massachusetts	$0	-$203K	–	Closed
1764	Exencial Wealth Advisors Oklahoma City, Oklahoma	$0	-$317K	–	Closed
1765	FNB Farmers National Bank Danville, Kentucky	$0	-$237K	–	Closed
1766	FAAM First Allied Asset Management San Diego, California	$0	-$7.25M	–	Closed
1767	FRM Foundation Resource Management Little Rock, Arkansas	$0	-$205K	–	Closed
1768	GMIM General Motors Investment Management New York	$0	-$5.63M	–	Closed
1769	GC Globeflex Capital San Diego, California	$0	-$1.63M	–	Closed
1770	HBK Investments Dallas, Texas	$0	-$4.1M	–	Closed
1771	Highbridge Capital Management New York	$0	-$33.7M	–	Closed
1772	HAM Highstreet Asset Management London, Ontario, Canada	$0	-$1.65M	–	Closed
1773	IIM Ivory Investment Management New York	$0	-$24.7M	–	Closed
1774	JGC J. Goldman & Co New York	$0	-$3.52M	–	Closed
1775	KAH Kathryn A. Hall	$0	-$527K	–	Closed