← 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
1801
RO
Reservoir Operations
New York
$0 -$10K 0 – Closed
1802
RCM
Riverloft Capital Management
Florida
$0 -$824K 0 – Closed
1803
River Road Asset Management
River Road Asset Management
Kentucky
$0 -$25.7M 0 – Closed
1804
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$0 -$1.23M 0 – Closed
1805
Saba Capital Management
Saba Capital Management
New York
$0 -$1.14M 0 – Closed
1806
Sageworth Trust
Sageworth Trust
Pennsylvania
$0 -$689K 0 – Closed
1807
SCM
SkyTop Capital Management
New Jersey
$0 -$6.08M 0 – Closed
1808
SAM
Solaris Asset Management
New York
$0 -$20K 0 – Closed
1809
SCA
Southpoint Capital Advisors
New York
$0 -$23M 0 – Closed
1810
SMG
Spectrum Management Group
Indiana
$0 -$17K 0 – Closed
1811
SFM
Sphera Funds Management
Israel
$0 -$8.85M 0 – Closed
1812
SCM
Sterneck Capital Management
Missouri
$0 -$1.55M 0 – Closed
1813
TVM
Tiger Veda Management
New York
$0 -$14.4M 0 – Closed
1814
TSS
Two Sigma Securities
New York
$0 -$877K 0 – Closed
1815
VF
Virtu Financial
New York
$0 -$401K 0 – Closed
1816
Voloridge Investment Management
Voloridge Investment Management
Florida
$0 -$5.03M 0 – Closed
1817
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$0 -$25K 0 – Closed
1818
WI
WBI Investments
New Jersey
$0 -$4.32M 0 – Closed
1819
WA
WealthTrust Axiom
Pennsylvania
$0 -$496K 0 – Closed
1820
WF
WealthTrust Fairport
Ohio
$0 -$15K 0 – Closed
1821
WP
WMS Partners
Maryland
$0 -$4.73M 0 – Closed