← 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
2376
DA
Detalus Advisors
Missouri
$0 -$241K 0 – Closed
2377
DF
Donoghue Forlines
Massachusetts
$0 -$473K 0 – Closed
2378
Driehaus Capital Management
Driehaus Capital Management
Illinois
$0 -$257K 0 – Closed
2379
DA
DSC Advisors
Illinois
$0 -$346K 0 – Closed
2380
DA
Duality Advisers
Florida
$0 -$17.4M 0 – Closed
2381
EIA
Edgemoor Investment Advisors
Maryland
$0 -$307K 0 – Closed
2382
EIA
Eldridge Investment Advisors
New Hampshire
$0 -$227K 0 – Closed
2383
EFIC
Eliot Finkel Investment Counsel
California
$0 -$5.83M 0 – Closed
2384
EIG
Ellenbecker Investment Group
Wisconsin
$0 -$207K 0 – Closed
2385
EA
Emerald Advisors
Washington
$0 -$292K 0 – Closed
2386
ETI
Enterprise Trust & Investment
California
$0 -$6K 0 – Closed
2387
EFEM
Eos Focused Equity Management
New York
$0 -$1.18M 0 – Closed
2388
EWA
Evolution Wealth Advisors
Florida
$0 -$36K 0 – Closed
2389
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$0 -$2K 0 – Closed
2390
EF
Exeter Financial
Arizona
$0 -$2.89M 0 – Closed
2391
FWM
Fairhaven Wealth Management
Illinois
$0 -$312K 0 – Closed
2392
Fenimore Asset Management
Fenimore Asset Management
New York
$0 -$225K 0 – Closed
2393
FI
Financial Insights
Washington
$0 -$232K 0 – Closed
2394
FP
Financial Perspectives
Minnesota
$0 -$62.2K 0 – Closed
2395
FNBSF
First National Bank Sioux Falls
South Dakota
$0 -$202K 0 – Closed
2396
FTCM
Fir Tree Capital Management
New York
$0 -$30.1M 0 – Closed
2397
FAM
Flaharty Asset Management
Florida
$0 -$283K 0 – Closed
2398
Flossbach Von Storch
Flossbach Von Storch
Germany
$0 -$331K 0 – Closed
2399
FAM
Foothills Asset Management
Arizona
$0 -$237K 0 – Closed
2400
FC
FORA Capital
Florida
$0 -$6.35M 0 – Closed