← 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
2151
FP
FDO Partners
Massachusetts
$0 -$559K 0 – Closed
2152
Fenimore Asset Management
Fenimore Asset Management
New York
$0 -$213K 0 – Closed
2153
FDS
First Dallas Securities
Texas
$0 -$148K 0 – Closed
2154
FAM
Foothills Asset Management
Arizona
$0 -$202K 0 – Closed
2155
FFG
Ford Financial Group
California
$0 -$7K 0 – Closed
2156
FC
Forte Capital
New York
$0 -$245K 0 – Closed
2157
FIM
Frontier Investment Management
Texas
$0 -$3.77M 0 – Closed
2158
GCA
Gideon Capital Advisors
New York
$0 -$244K 0 – Closed
2159
GF
Goodman Financial
Texas
$0 -$26K 0 – Closed
2160
HCM
Hengehold Capital Management
Ohio
$0 -$2.4M 0 – Closed
2161
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$0 -$730K 0 – Closed
2162
IWA
IBEX Wealth Advisors
New Jersey
$0 -$2.26M 0 – Closed
2163
IH
IFC Holdings
Florida
$0 -$1.84M 0 – Closed
2164
IFWM
Institute for Wealth Management
Colorado
$0 -$225K 0 – Closed
2165
IR
Invictus RG
Bermuda
$0 -$399K 0 – Closed
2166
JT
Jump Trading
Illinois
$0 -$872K 0 – Closed
2167
KFA
Kays Financial Advisory
Georgia
$0 -$1.67M 0 – Closed
2168
KWA
KCS Wealth Advisory
California
$0 -$226K 0 – Closed
2169
KJWM
Kiley Juergens Wealth Management
Washington
$0 -$212K 0 – Closed
2170
KCM
Kingstown Capital Management
New York
$0 -$31.2M 0 – Closed
2171
KSCM
King Street Capital Management
New York
$0 -$107M 0 – Closed
2172
Klingman & Associates
Klingman & Associates
New York
$0 -$2.18M 0 – Closed
2173
KLC
Knowledge Leaders Capital
Colorado
$0 -$63K 0 – Closed
2174
KL
KWMG LLC
Kansas
$0 -$2.36M 0 – Closed
2175
LCM
Landscape Capital Management
New Jersey
$0 -$918K 0 – Closed