← 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
1926
CFG
CKW Financial Group
Hawaii
$12K $0 1 0% Maintained
1927
PO
Private Ocean
California
$12K $0 1 0.01% Maintained
1928
Fred Alger Management
Fred Alger Management
New York
$10K -$10.4K 2 0% Reduced
1929
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$10K +$398 2 0% Increased
1930
NC
NewSquare Capital
Pennsylvania
$8K $0 2 0% Maintained
1931
PA
Perennial Advisors
New York
$7K $0 1 0% Maintained
1932
PCFFS
Pacific Center for Financial Services
California
$6K $0 1 0% Maintained
1933
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$5K +$4.59K 1 0% New
1934
Country Trust Bank
Country Trust Bank
Illinois
$4K +$3.5K 1 0% New
1935
PRS
Pinkerton Retirement Specialists
Idaho
$4K $0 1 0% Maintained
1936
CMBA
C.M. Bidwell & Associates
Hawaii
$3K $0 1 0% Maintained
1937
DA
Denali Advisors
California
$3K -$181K 1 0% Reduced
1938
SA
SRH Advisors
Kansas
$2K $0 1 0.01% Maintained
1939
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$1K -$459K 1 0% Reduced
1940
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$1K -$596K 1 0% Reduced
1941
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
1942
AIM
Acrospire Investment Management
Illinois
$0 -$561K 0 – Closed
1943
AC
AFAM Capital
Texas
$0 -$208K 0 – Closed
1944
AIP
Ahrens Investment Partners
Louisiana
$0 -$209K 0 – Closed
1945
Algert Global
Algert Global
California
$0 -$742K 0 – Closed
1946
Allstate Corporation
Allstate Corporation
Illinois
$0 -$1.59M 0 – Closed
1947
Banco Santander
Banco Santander
Spain
$0 -$51.8M 0 – Closed
1948
Braun Stacey Associates
Braun Stacey Associates
New York
$0 -$379K 0 – Closed
1949
B
Bridgeworth
Alabama
$0 -$123K 0 – Closed
1950
Cambridge Associates
Cambridge Associates
Massachusetts
$0 -$2.13M 0 – Closed