← 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
2351
EWM
Executive Wealth Management
Michigan
$0 -$146K 0 – Closed
2352
FAT
First American Trust
California
$0 -$236K 0 – Closed
2353
First Eagle Investment Management
First Eagle Investment Management
New York
$0 -$9.38M 0 – Closed
2354
FF
Fluent Financial
Texas
$0 -$1.49M 0 – Closed
2355
FWM
Focused Wealth Management
New York
$0 -$13K 0 – Closed
2356
FAM
Formidable Asset Management
Ohio
$0 -$773K 0 – Closed
2357
GEM
Global Endowment Management
North Carolina
$0 -$2M 0 – Closed
2358
GFPC
Global Financial Private Capital
Florida
$0 -$9K 0 – Closed
2359
Graham Capital Management
Graham Capital Management
Connecticut
$0 -$2.38M 0 – Closed
2360
GAMA
Graticule Asia Macro Advisors
New York
$0 -$12.5M 0 – Closed
2361
HC
Hamilton Capital
Ohio
$0 -$262K 0 – Closed
2362
HIM
Hanlon Investment Management
New Jersey
$0 -$214K 0 – Closed
2363
HT
HAP Trading
New York
$0 -$9.83M 0 – Closed
2364
HBK Investments
HBK Investments
Texas
$0 -$65.1M 0 – Closed
2365
HIM
Hotaling Investment Management
Pennsylvania
$0 -$1.31M 0 – Closed
2366
IWA
IBEX Wealth Advisors
New Jersey
$0 -$110K 0 – Closed
2367
ICA
Infrastructure Capital Advisors
New York
$0 -$260K 0 – Closed
2368
JFM
Jackson Financial Management
California
$0 -$202K 0 – Closed
2369
KCPG
Kavar Capital Partners Group
Kansas
$0 -$60K 0 – Closed
2370
LA
Legacy Advisors
Pennsylvania
$0 -$10K 0 – Closed
2371
MF
Manchester Financial
California
$0 -$86K 0 – Closed
2372
MAM
Marquette Asset Management
Minnesota
$0 -$20K 0 – Closed
2373
MG
Meritage Group
California
$0 -$163M 0 – Closed
2374
Michael & Susan Dell Foundation
Michael & Susan Dell Foundation
New York
$0 -$483K 0 – Closed
2375
MUS
Mitsubishi UFJ Securities
Japan
$0 -$213K 0 – Closed