← 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
1776
HSA
Hussman Strategic Advisors
Maryland
$0 -$146K 0 – Closed
1777
HHC
Hutchin Hill Capital
New York
$0 -$592K 0 – Closed
1778
IAM
Impax Asset Management
New Hampshire
$0 -$379K 0 – Closed
1779
IRS
Invictus RG (Singapore)
Singapore
$0 -$305K 0 – Closed
1780
JGC
J. Goldman & Co
New York
$0 -$944K 0 – Closed
1781
KCM
Karp Capital Management
California
$0 -$251K 0 – Closed
1782
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$0 -$2.24M 0 – Closed
1783
KCA
KR Capital Advisors
New York
$0 -$1.59M 0 – Closed
1784
LYV
Live Your Vision
Pennsylvania
$0 -$3K 0 – Closed
1785
Loews Corp
Loews Corp
New York
$0 -$48K 0 – Closed
1786
LFM
Lumina Fund Management
New York
$0 -$712K 0 – Closed
1787
MAS
Madden Advisory Services
Florida
$0 -$4K 0 – Closed
1788
Magnetar Financial
Magnetar Financial
Illinois
$0 -$314K 0 – Closed
1789
MSU
Maple Securities USA
New Jersey
$0 -$3.28M 0 – Closed
1790
MTIM
Marathon Trading Investment Management
Pennsylvania
$0 -$1.21M 0 – Closed
1791
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$0 -$226K 0 – Closed
1792
MJRIC
Mogy Joel R Investment Counsel
California
$0 -$1.01M 0 – Closed
1793
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$0 -$44K 0 – Closed
1794
NCM
Newland Capital Management
New York
$0 -$890K 0 – Closed
1795
New York Life Investment Management
New York Life Investment Management
New York
$0 -$66K 0 – Closed
1796
NYLT
New York Life Trust
New York
$0 -$13K 0 – Closed
1797
NCCM
Nine Chapters Capital Management
New Jersey
$0 -$5.11M 0 – Closed
1798
OAM
Oxford Asset Management
United Kingdom
$0 -$2.09M 0 – Closed
1799
Pathstone Family Office
Pathstone Family Office
New Jersey
$0 -$3K 0 – Closed
1800
PDN
Pensionfund DSM Netherlands
Netherlands
$0 -$5.22M 0 – Closed