← 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
1876
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0 -$9.91M 0 – Closed
1877
AFIA
America First Investment Advisors
Nebraska
$0 -$3K 0 – Closed
1878
ACM
Argentus Capital Management
Texas
$0 -$91K 0 – Closed
1879
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0 -$6.6M 0 – Closed
1880
Artemis Investment Management
Artemis Investment Management
United Kingdom
$0 -$22.9M 0 – Closed
1881
BPB
Badgley, Phelps & Bell
Washington
$0 -$215K 0 – Closed
1882
Baupost Group
Baupost Group
Massachusetts
$0 -$127M 0 – Closed
1883
BPGAM
BTG Pactual Global Asset Management
Bermuda
$0 -$726K 0 – Closed
1884
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$240K 0 – Closed
1885
CYG
Clean Yield Group
Vermont
$0 -$32K 0 – Closed
1886
CWM
Cornerstone Wealth Management
Missouri
$0 -$204K 0 – Closed
1887
CM
Crestline Management
Texas
$0 -$657K 0 – Closed
1888
CCB
Cutter & Co Brokerage
Missouri
$0 -$69K 0 – Closed
1889
DILH
Dai-ichi Life Holdings
Japan
$0 -$22.8M 0 – Closed
1890
DC
Deere & Company
Illinois
$0 -$12.3M 0 – Closed
1891
DCM
Dialectic Capital Management
Connecticut
$0 -$919K 0 – Closed
1892
DSN
D. Scott Neal
Kentucky
$0 -$2K 0 – Closed
1893
Element Capital Management
Element Capital Management
New York
$0 -$438K 0 – Closed
1894
EMG
Ellington Management Group
Connecticut
$0 -$708K 0 – Closed
1895
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$0 -$5.35M 0 – Closed
1896
FP
FDO Partners
Massachusetts
$0 -$200K 0 – Closed
1897
FNBSF
First National Bank Sioux Falls
South Dakota
$0 -$135K 0 – Closed
1898
FNYS
First New York Securities
New York
$0 -$5.08K 0 – Closed
1899
FMA
FNY Managed Accounts
New York
$0 -$20K 0 – Closed
1900
GC
Garde Capital
Washington
$0 -$698K 0 – Closed