← 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
JIP
Jaffetilchin Investment Partners
Florida
$0 -$578K 0 – Closed
1802
JGC
J. Goldman & Co
New York
$0 -$5.3M 0 – Closed
1803
KCM
Kingdon Capital Management
New York
$0 -$22.9M 0 – Closed
1804
LCP
Lombardia Capital Partners
California
$0 -$204K 0 – Closed
1805
Lone Pine Capital
Lone Pine Capital
Connecticut
$0 -$588M 0 – Closed
1806
LSA
L & S Advisors
California
$0 -$3.84M 0 – Closed
1807
LM
Luminus Management
Texas
$0 -$29.2M 0 – Closed
1808
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$0 -$2.11M 0 – Closed
1809
MC
Miles Capital
Iowa
$0 -$445K 0 – Closed
1810
MPAM
Monarch Partners Asset Management
Massachusetts
$0 -$16.9M 0 – Closed
1811
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$0 -$7.37M 0 – Closed
1812
PRCP
Pacific Ridge Capital Partners
Oregon
$0 -$222K 0 – Closed
1813
PAIA
Park Avenue Institutional Advisers
New York
$0 -$823K 0 – Closed
1814
PDN
Pensionfund DSM Netherlands
Netherlands
$0 -$6.15M 0 – Closed
1815
PS
Pensionfund Sabic
Netherlands
$0 -$2.97M 0 – Closed
1816
PC
Pier Capital
Connecticut
$0 -$5.51M 0 – Closed
1817
PAS
Point72 Asia (Singapore)
Singapore
$0 -$8.69M 0 – Closed
1818
PAM
PT Asset Management
Illinois
$0 -$50.6K 0 – Closed
1819
QAM
Quantres Asset Management
Cayman Islands
$0 -$205K 0 – Closed
1820
RQS
Ramsey Quantitative Systems
Kentucky
$0 -$1.43M 0 – Closed
1821
RA
Rational Advisors
New York
$0 -$63K 0 – Closed
1822
RA
Rovida Advisors
Florida
$0 -$4.04M 0 – Closed
1823
RAM
RWC Asset Management
United Kingdom
$0 -$33.2M 0 – Closed
1824
SMH
Sanders Morris Harris
Texas
$0 -$434K 0 – Closed
1825
SCM
Sandler Capital Management
New York
$0 -$12M 0 – Closed