← 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
KIG
Kessler Investment Group
Indiana
$0 -$5K 0 – Closed
2152
Laurion Capital Management
Laurion Capital Management
New York
$0 -$5.38M 0 – Closed
2153
LMR Partners
LMR Partners
United Kingdom
$0 -$1.23M 0 – Closed
2154
LHC
Lodge Hill Capital
New York
$0 -$38.5M 0 – Closed
2155
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$0 -$561K 0 – Closed
2156
Magnetar Financial
Magnetar Financial
Illinois
$0 -$1.56M 0 – Closed
2157
MCC
Malaga Cove Capital
California
$0 -$3.63M 0 – Closed
2158
MCM
Matarin Capital Management
New York
$0 -$3.99M 0 – Closed
2159
Maverick Capital
Maverick Capital
Texas
$0 -$2.23M 0 – Closed
2160
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$0 -$220K 0 – Closed
2161
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$0 -$10M 0 – Closed
2162
MFP
Michael F. Price
$0 -$310K 0 – Closed
2163
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$0 -$1.43M 0 – Closed
2164
MLM
Mount Lucas Management
Pennsylvania
$0 -$2.32M 0 – Closed
2165
NIS
National Investment Services
Wisconsin
$0 -$543K 0 – Closed
2166
NP
Ninepoint Partners
Ontario, Canada
$0 -$6.05M 0 – Closed
2167
NCM
Noesis Capital Mangement
Florida
$0 -$240K 0 – Closed
2168
NAM
NorthCoast Asset Management
Connecticut
$0 -$579K 0 – Closed
2169
NEI
Northwest & Ethical Investments
Ontario, Canada
$0 -$4.37M 0 – Closed
2170
OCM
Orleans Capital Management
Louisiana
$0 -$2.73M 0 – Closed
2171
PI
Pachira Investments
California
$0 -$466K 0 – Closed
2172
PM
Parametrica Management
Hong Kong
$0 -$222K 0 – Closed
2173
PFA
Pathway Financial Advisors
Vermont
$0 -$219K 0 – Closed
2174
PCM
Peak Capital Management
Colorado
$0 -$1.1M 0 – Closed
2175
PA
Perennial Advisors
New York
$0 -$7K 0 – Closed