← 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
2326
AIA
Affinity Investment Advisors
California
$0 -$337K 0 – Closed
2327
AA
Altman Advisors
Illinois
$0 -$2.27M 0 – Closed
2328
AFNAS
American Financial Network Advisory Services
California
$0 -$409K 0 – Closed
2329
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$0 -$285K 0 – Closed
2330
ACPU
Arrowgrass Capital Partners (US)
Delaware
$0 -$38.3M 0 – Closed
2331
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0 -$28.4M 0 – Closed
2332
BRC
Bell Rock Capital
Delaware
$0 -$46K 0 – Closed
2333
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$0 -$776K 0 – Closed
2334
BIM
Bogle Investment Management
Massachusetts
$0 -$9.49M 0 – Closed
2335
BBA
Braun-Bostich & Associates
Pennsylvania
$0 -$317K 0 – Closed
2336
BCCM
Bridge Creek Capital Management
Massachusetts
$0 -$2.28M 0 – Closed
2337
BPM
Bronson Point Management
Connecticut
$0 -$3.91M 0 – Closed
2338
Brookfield Corp
Brookfield Corp
Ontario, Canada
$0 -$10M 0 – Closed
2339
CFA
Camarda Financial Advisors
Florida
$0 -$17K 0 – Closed
2340
Caption Management
Caption Management
Oklahoma
$0 -$2.75M 0 – Closed
2341
CI
Centerstone Investors
New York
$0 -$3.83M 0 – Closed
2342
Centiva Capital
Centiva Capital
New York
$0 -$37.1K 0 – Closed
2343
C
Chescapmanager
Maryland
$0 -$2.6M 0 – Closed
2344
CAN
Claraphi Advisory Network
United States
$0 -$239K 0 – Closed
2345
CCFM
Clear Creek Financial Management
Washington
$0 -$212K 0 – Closed
2346
CBOA
Commonwealth Bank of Australia
Australia
$0 -$14.3M 0 – Closed
2347
Destination Wealth Management
Destination Wealth Management
California
$0 -$139K 0 – Closed
2348
DP
DSAM Partners
United Kingdom
$0 -$6.39M 0 – Closed
2349
EWA
ERTS Wealth Advisors
Michigan
$0 -$210K 0 – Closed
2350
EAM
Exane Asset Management
France
$0 -$1.03M 0 – Closed