← 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
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$54.5M 0 – Closed
1777
CC
Chanos & Company
New York
$0 -$3.89M 0 – Closed
1778
CF
CNA Financial
Illinois
$0 -$60K 0 – Closed
1779
DAM
Deimos Asset Management
New York
$0 -$622K 0 – Closed
1780
DWA
Dorsey Wright & Associates
California
$0 -$1.51M 0 – Closed
1781
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$0 -$130M 0 – Closed
1782
EA
Euclid Advisors
Connecticut
$0 -$9.14M 0 – Closed
1783
FMP
Financial Management Professionals
Texas
$0 -$4K 0 – Closed
1784
FHAM
Folger Hill Asset Management
New York
$0 -$6.83M 0 – Closed
1785
FG
Formula Growth
Quebec, Canada
$0 -$385K 0 – Closed
1786
FAM
Foundation Asset Management
New York
$0 -$12.2M 0 – Closed
1787
GE
General Electric
Ohio
$0 -$22.5M 0 – Closed
1788
GSBTD
Glenview State Bank Trust Department
Illinois
$0 -$204K 0 – Closed
1789
GC
Globeflex Capital
California
$0 -$1.44M 0 – Closed
1790
GAM
Gould Asset Management
California
$0 -$200K 0 – Closed
1791
HHGA
Halbert Hargrove Global Advisors
California
$0 -$243K 0 – Closed
1792
HJMC
Hellman Jordan Management Company
Massachusetts
$0 -$726K 0 – Closed
1793
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$0 -$333K 0 – Closed
1794
Horizon Investments
Horizon Investments
North Carolina
$0 -$269K 0 – Closed
1795
HIH
HRS Investment Holdings
New York
$0 -$621K 0 – Closed
1796
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0 -$6.26M 0 – Closed
1797
HHC
Hutchin Hill Capital
New York
$0 -$2.48M 0 – Closed
1798
ICRM
Insight Capital Research & Management
California
$0 -$1.53M 0 – Closed
1799
IC
Intersect Capital
California
$0 -$250K 0 – Closed
1800
IP
Interval Partners
New York
$0 -$13.9M 0 – Closed