← 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
Achmea Investment Management
Achmea Investment Management
Netherlands
$0 -$1.41M 0 – Closed
2327
Addenda Capital
Addenda Capital
Quebec, Canada
$0 -$263K 0 – Closed
2328
ARG
Advisory Resource Group
Oklahoma
$0 -$1.36M 0 – Closed
2329
AGM
Alpine Global Management
New York
$0 -$2.38M 0 – Closed
2330
Americana Partners
Americana Partners
Texas
$0 -$206K 0 – Closed
2331
AMI
Amica Mutual Insurance
Rhode Island
$0 -$1.54M 0 – Closed
2332
ARMT
Amica Retiree Medical Trust
Rhode Island
$0 -$223K 0 – Closed
2333
AIA
Angeles Investment Advisors
California
$0 -$214K 0 – Closed
2334
AI
Aperture Investors
New York
$0 -$2.33M 0 – Closed
2335
AWAM
Appian Way Asset Management
New York
$0 -$1.48M 0 – Closed
2336
ACP
Arcus Capital Partners
Georgia
$0 -$261K 0 – Closed
2337
AIC
Argus Investors Counsel
New York
$0 -$507K 0 – Closed
2338
ARTA
A.R.T. Advisors
New York
$0 -$222K 0 – Closed
2339
AAIM
Asset Advisors Investment Management
Georgia
$0 -$20K 0 – Closed
2340
APW
Aurora Private Wealth
New Jersey
$0 -$387K 0 – Closed
2341
AIC
AWM Investment Company
New York
$0 -$2.97M 0 – Closed
2342
Balentine LLC
Balentine LLC
Georgia
$0 -$190K 0 – Closed
2343
BHB
Bank Hapoalim BM
Israel
$0 -$500K 0 – Closed
2344
BOH
Bank of Hawaii
Hawaii
$0 -$756K 0 – Closed
2345
BOM
Bank of Marin
California
$0 -$229K 0 – Closed
2346
Blackstone Inc
Blackstone Inc
New York
$0 -$1.56M 0 – Closed
2347
BCM
Bluefin Capital Management
New York
$0 -$4.79M 0 – Closed
2348
B
Bridgeworth
Alabama
$0 -$470K 0 – Closed
2349
BO
BRR OpCo
Ohio
$0 -$577K 0 – Closed
2350
CWM
Campbell Wealth Management
Virginia
$0 -$408K 0 – Closed