← 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
2276
KCM
Karp Capital Management
California
$0 -$7K 0 – Closed
2277
KCPG
Kavar Capital Partners Group
Kansas
$0 -$1.33M 0 – Closed
2278
KP
Keel Point
Alabama
$0 -$564K 0 – Closed
2279
KAS
Kemnay Advisory Services
New York
$0 -$460K 0 – Closed
2280
KLCM
KG&L Capital Management
Louisiana
$0 -$224K 0 – Closed
2281
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$369K 0 – Closed
2282
LCS
Levin Capital Strategies
New York
$0 -$652K 0 – Closed
2283
LYV
Live Your Vision
Pennsylvania
$0 -$10K 0 – Closed
2284
LFM
Lumina Fund Management
New York
$0 -$866K 0 – Closed
2285
MIA
MainStreet Investment Advisors
Illinois
$0 -$844K 0 – Closed
2286
MC
Maplelane Capital
New York
$0 -$13.1M 0 – Closed
2287
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$0 -$4.89M 0 – Closed
2288
MC
Mathes Company
New York
$0 -$237K 0 – Closed
2289
Maven Securities
Maven Securities
Jersey
$0 -$301K 0 – Closed
2290
MWM
MinichMacGregor Wealth Management
New York
$0 -$2.93M 0 – Closed
2291
MTCM
Mint Tower Capital Management
Netherlands
$0 -$84K 0 – Closed
2292
MCP
Mirador Capital Partners
California
$0 -$545K 0 – Closed
2293
NIM
Nicollet Investment Management
Minnesota
$0 -$1.64M 0 – Closed
2294
NM
Nokota Management
New York
$0 -$6.11M 0 – Closed
2295
NC
Northpointe Capital
Michigan
$0 -$1.38M 0 – Closed
2296
NIM
NXG Investment Management
Texas
$0 -$1.61M 0 – Closed
2297
OP
Omni Partners
United Kingdom
$0 -$8.75M 0 – Closed
2298
OAMU
Ostrum Asset Management US
New York
$0 -$994K 0 – Closed
2299
OFG
OTA Financial Group
New York
$0 -$1.42M 0 – Closed
2300
Pentwater Capital Management
Pentwater Capital Management
Florida
$0 -$42.1M 0 – Closed