← 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
2126
FLII
First Long Island Investors
New York
$0 -$216K 0 – Closed
2127
FSCM
First Sabrepoint Capital Management
Texas
$0 -$2.8M 0 – Closed
2128
FAM
Flaharty Asset Management
Florida
$0 -$880K 0 – Closed
2129
FHAM
Folger Hill Asset Management
New York
$0 -$11.1M 0 – Closed
2130
GIPM
G2 Investment Partners Management
New York
$0 -$391K 0 – Closed
2131
GLAM
Gardner Lewis Asset Management
Pennsylvania
$0 -$4.09M 0 – Closed
2132
GA
Gateway Advisory
New Jersey
$0 -$207K 0 – Closed
2133
GPC
Glacier Peak Capital
Washington
$0 -$211K 0 – Closed
2134
GA
Glenhill Advisors
New York
$0 -$11.1M 0 – Closed
2135
HC
Hampstead Capital
United Kingdom
$0 -$629K 0 – Closed
2136
Harvest Fund Management
Harvest Fund Management
China
$0 -$167K 0 – Closed
2137
HA
Hays Advisory
Tennessee
$0 -$4K 0 – Closed
2138
HS
HighVista Strategies
Massachusetts
$0 -$726K 0 – Closed
2139
HFP
Holistic Financial Partners
Indiana
$0 -$505K 0 – Closed
2140
HRT Financial
HRT Financial
New York
$0 -$1.05M 0 – Closed
2141
HH
HWG Holdings
Texas
$0 -$392K 0 – Closed
2142
IA
Icon Advisers
Colorado
$0 -$831K 0 – Closed
2143
IFS
Ifrah Financial Services
Arkansas
$0 -$348K 0 – Closed
2144
IIC
Integrated Investment Consultants
Michigan
$0 -$404K 0 – Closed
2145
IP
Interval Partners
New York
$0 -$3.77M 0 – Closed
2146
IIM
Ipswich Investment Management
Massachusetts
$0 -$524K 0 – Closed
2147
JPC
Jabodon PT Co
Nevada
$0 -$3.34M 0 – Closed
2148
JIP
Jaffetilchin Investment Partners
Florida
$0 -$723K 0 – Closed
2149
JP
Jana Partners
New York
$0 -$114M 0 – Closed
2150
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$0 -$277K 0 – Closed