← 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
2251
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$5.21M 0 – Closed
2252
DIM
DC Investments Management
Virginia
$0 -$329K 0 – Closed
2253
DC
Diametric Capital
Massachusetts
$0 -$459K 0 – Closed
2254
Discovery Capital Management
Discovery Capital Management
Connecticut
$0 -$18.5M 0 – Closed
2255
EP
Edgestream Partners
New Jersey
$0 -$14M 0 – Closed
2256
Edgewood Management
Edgewood Management
Connecticut
$0 -$362K 0 – Closed
2257
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$0 -$498K 0 – Closed
2258
EAM
Eukles Asset Management
Ohio
$0 -$100K 0 – Closed
2259
EWA
Evolution Wealth Advisors
Florida
$0 -$12K 0 – Closed
2260
FTI
Fiduciary Trust International
Massachusetts
$0 -$134K 0 – Closed
2261
FSCM
First Sabrepoint Capital Management
Texas
$0 -$4.43M 0 – Closed
2262
FM
Fondren Management
Texas
$0 -$201K 0 – Closed
2263
FFW
Fusion Family Wealth
New York
$0 -$5K 0 – Closed
2264
GCIA
Gabelli & Co Investment Advisers
New York
$0 -$658K 0 – Closed
2265
GC
Garde Capital
Washington
$0 -$799K 0 – Closed
2266
GLLW
Graves Light Lenhart Wealth
Virginia
$0 -$227K 0 – Closed
2267
GSC
G&S Capital
Colorado
$0 -$3K 0 – Closed
2268
HHGA
Halbert Hargrove Global Advisors
California
$0 -$212K 0 – Closed
2269
HA
Harfst & Associates
Wyoming
$0 -$289K 0 – Closed
2270
HR
Hayden Royal
North Carolina
$0 -$243K 0 – Closed
2271
HCM
HGI Capital Management
New York
$0 -$453K 0 – Closed
2272
HA
Highland Associates
Alabama
$0 -$40.8M 0 – Closed
2273
HI
Honeywell International
North Carolina
$0 -$31.3M 0 – Closed
2274
II
Ibex Investors
Colorado
$0 -$452K 0 – Closed
2275
IWS
Insight Wealth Strategies
California
$0 -$435K 0 – Closed