← 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
2101
ACM
Armbruster Capital Management
New York
$0 -$4K 0 – Closed
2102
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$0 -$22K 0 – Closed
2103
AIC
AWM Investment Company
New York
$0 -$179K 0 – Closed
2104
BCM
Beck Capital Management
Texas
$0 -$357K 0 – Closed
2105
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$0 -$18.1M 0 – Closed
2106
B
Brightworth
Georgia
$0 -$317K 0 – Closed
2107
BRF
B. Riley Financial
California
$0 -$1.22M 0 – Closed
2108
BCM
Brown Capital Management
Maryland
$0 -$570K 0 – Closed
2109
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$0 -$2.59M 0 – Closed
2110
CGM
Centenus Global Management
New York
$0 -$6.11M 0 – Closed
2111
CIC
Chase Investment Counsel
Virginia
$0 -$3.73M 0 – Closed
2112
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$0 -$1.13M 0 – Closed
2113
CCA
Clearwater Capital Advisors
Illinois
$0 -$52K 0 – Closed
2114
CC
Cognios Capital
Kansas
$0 -$253K 0 – Closed
2115
CPIM
Columbia Partners Investment Management
Virginia
$0 -$9.06M 0 – Closed
2116
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$11.8M 0 – Closed
2117
CIM
Corbyn Investment Management
Maryland
$0 -$40K 0 – Closed
2118
CPP
Crow Point Partners
Massachusetts
$0 -$118K 0 – Closed
2119
DWA
Divergent Wealth Advisors
Utah
$0 -$3K 0 – Closed
2120
DF
Donoghue Forlines
Massachusetts
$0 -$3.14M 0 – Closed
2121
Driehaus Capital Management
Driehaus Capital Management
Illinois
$0 -$4.39M 0 – Closed
2122
Empirical Finance
Empirical Finance
Pennsylvania
$0 -$238K 0 – Closed
2123
FP
Factorial Partners
New York
$0 -$83.9K 0 – Closed
2124
FAT
First American Trust
California
$0 -$299K 0 – Closed
2125
FCAG
First Capital Advisors Group
New Jersey
$0 -$90K 0 – Closed