← 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
2201
SM
Sciencast Management
New Jersey
$0 -$665K 0 – Closed
2202
SBA
Seven Bridges Advisors
New York
$0 -$490K 0 – Closed
2203
SL
Signition LP
New York
$0 -$342K 0 – Closed
2204
SI
SII Investments
Wisconsin
$0 -$4.76M 0 – Closed
2205
SCM
SIR Capital Management
New York
$0 -$4.2M 0 – Closed
2206
SC
Solstein Capital
California
$0 -$514K 0 – Closed
2207
SCG
Sonata Capital Group
Washington
$0 -$201K 0 – Closed
2208
SAMC
Spectrum Asset Management (California)
California
$0 -$1.13M 0 – Closed
2209
SIA
Starfire Investment Advisers
Michigan
$0 -$1.37M 0 – Closed
2210
SIC
Starr International Company
Switzerland
$0 -$3.83M 0 – Closed
2211
SG
StoneX Group
New York
$0 -$204K 0 – Closed
2212
SFG
StrategIQ Financial Group
Indiana
$0 -$202K 0 – Closed
2213
SSG
Summit Securities Group
New York
$0 -$3.65M 0 – Closed
2214
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$0 -$926K 0 – Closed
2215
TCM
Teza Capital Management
Illinois
$0 -$1.03M 0 – Closed
2216
TEE
Tibra Equities Europe
United Kingdom
$0 -$1.42M 0 – Closed
2217
TAM
Tiverton Asset Management
Delaware
$0 -$2.66M 0 – Closed
2218
USS Investment Management
USS Investment Management
United Kingdom
$0 -$7M 0 – Closed
2219
VEA
Virtus ETF Advisers
New York
$0 -$21K 0 – Closed
2220
VIA
Virtus Investment Advisers
Connecticut
$0 -$5.17M 0 – Closed
2221
VCM
Voce Capital Management
California
$0 -$1.63M 0 – Closed
2222
Voloridge Investment Management
Voloridge Investment Management
Florida
$0 -$9.37M 0 – Closed
2223
WI
WBI Investments
New Jersey
$0 -$1.06M 0 – Closed
2224
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0 -$3.19M 0 – Closed
2225
Weiss Asset Management
Weiss Asset Management
Massachusetts
$0 -$6.12M 0 – Closed