← 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
2301
QCMA
Quad Capital Management Advisors
New York
$0 -$1.01M 0 – Closed
2302
RG
Renaissance Group
Kentucky
$0 -$890K 0 – Closed
2303
RGNCM
R.G. Niederhoffer Capital Management
New York
$0 -$377K 0 – Closed
2304
RNC Capital Management
RNC Capital Management
California
$0 -$556K 0 – Closed
2305
RSS
Rosenblum Silverman Sutton
California
$0 -$1.24M 0 – Closed
2306
Samlyn Capital
Samlyn Capital
New York
$0 -$44.9M 0 – Closed
2307
SCM
Sanoor Capital Management
Connecticut
$0 -$20.3M 0 – Closed
2308
SC
Sasco Capital
Connecticut
$0 -$939K 0 – Closed
2309
SAM
Scopus Asset Management
New York
$0 -$38.7M 0 – Closed
2310
SSI
Scott & Selber Inc
Texas
$0 -$2.83M 0 – Closed
2311
SCM
SG Capital Management
Illinois
$0 -$14.4M 0 – Closed
2312
SCM
Shapiro Capital Management
Georgia
$0 -$231K 0 – Closed
2313
SC
Shellback Capital
Massachusetts
$0 -$21M 0 – Closed
2314
SKK
Shepherd Kaplan Krochuk
Massachusetts
$0 -$318K 0 – Closed
2315
SWMG
Signature Wealth Management Group
Georgia
$0 -$41K 0 – Closed
2316
SFM
Signet Financial Management
New Jersey
$0 -$182K 0 – Closed
2317
SL
Signition LP
New York
$0 -$381K 0 – Closed
2318
SVCP
Silicon Valley Capital Partners
California
$0 -$224K 0 – Closed
2319
S
SimplyRich
California
$0 -$1.29M 0 – Closed
2320
SCG
Sonata Capital Group
Washington
$0 -$220K 0 – Closed
2321
SAMC
Spectrum Asset Management (California)
California
$0 -$1.27M 0 – Closed
2322
SC
SRB Corp
Massachusetts
$0 -$563K 0 – Closed
2323
SIP
Stoneridge Investment Partners
Pennsylvania
$0 -$5.87M 0 – Closed
2324
SG
StoneX Group
New York
$0 -$246K 0 – Closed
2325
SCA
Strategic Capital Advisers
Colorado
$0 -$225K 0 – Closed