← 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	% of Portfolio	Status
1976	MM Midas Management New York	$0	-$486K	–	Closed
1977	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$0	-$321K	–	Closed
1978	Park Avenue Securities New York	$0	-$546K	–	Closed
1979	PAS Point72 Asia (Singapore) Singapore	$0	-$15.9M	–	Closed
1980	PCA Private Capital Advisors Darien, Connecticut	$0	-$1.32M	–	Closed
1981	RI Redwood Investments Boston, Massachusetts	$0	-$12K	–	Closed
1982	RHAM Round Hill Asset Management Pasadena, California	$0	-$208K	–	Closed
1983	Rubric Capital Management (New York) New York	$0	-$16.7M	–	Closed
1984	SCA Salient Capital Advisors Houston, Texas	$0	-$276K	–	Closed
1985	SM Sciencast Management Princeton, New Jersey	$0	-$526K	–	Closed
1986	SM Seminole Management New York	$0	-$6.01M	–	Closed
1987	Sentry Investments Toronto, Ontario, Canada	$0	-$14.8M	–	Closed
1988	SAM Shikiar Asset Management New York	$0	-$7.18M	–	Closed
1989	Simplicity Solutions Minneapolis, Minnesota	$0	-$733K	–	Closed
1990	SI Sprott Inc Toronto, Ontario, Canada	$0	-$22.3M	–	Closed
1991	SCI Stableford Capital II Scottsdale, Arizona	$0	-$307K	–	Closed
1992	SI Standard Investments New York	$0	-$42.9M	–	Closed
1993	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$4.61M	–	Closed
1994	TAM Taurus Asset Management New York	$0	-$8.81M	–	Closed
1995	TCW Group Los Angeles, California	$0	-$1.49M	–	Closed
1996	TC TFS Capital West Chester, Pennsylvania	$0	-$323K	–	Closed
1997	Trexquant Investment Stamford, Connecticut	$0	-$371K	–	Closed
1998	Twin Tree Management Dallas, Texas	$0	-$1.44M	–	Closed
1999	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$0	-$157K	–	Closed
2000	WAM Weatherly Asset Management Del Mar, California	$0	-$203K	–	Closed