← 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
ER
Enlightenment Research
Florida
$0 -$999K 0 – Closed
2377
EAM
Evanson Asset Management
California
$0 -$226K 0 – Closed
2378
FA
Fagan Associates
New York
$0 -$2.8M 0 – Closed
2379
FFIC
First Fiduciary Investment Counsel
Ohio
$0 -$229K 0 – Closed
2380
FIB
First Interstate Bank
Montana
$0 -$149K 0 – Closed
2381
FWC
First Washington Corp
Washington
$0 -$2.3M 0 – Closed
2382
FIA
FNY Investment Advisers
New York
$0 -$37K 0 – Closed
2383
FA
Fortis Advisors
Pennsylvania
$0 -$77K 0 – Closed
2384
FA
Friess Associates
Delaware
$0 -$14.3M 0 – Closed
2385
FWM
FSA Wealth Management
Massachusetts
$0 -$38K 0 – Closed
2386
FC
Fusion Capital
South Carolina
$0 -$2.14M 0 – Closed
2387
GA
Geller Advisors
New York
$0 -$217K 0 – Closed
2388
GCM
Gladstone Capital Management
United Kingdom
$0 -$1.56M 0 – Closed
2389
GAM
Grandview Asset Management
Pennsylvania
$0 -$1.61M 0 – Closed
2390
GCA
Greenwood Capital Associates
South Carolina
$0 -$539K 0 – Closed
2391
GIM
Guild Investment Management
California
$0 -$1.94M 0 – Closed
2392
HHGA
Halbert Hargrove Global Advisors
California
$0 -$209K 0 – Closed
2393
HT
HAP Trading
New York
$0 -$1.45M 0 – Closed
2394
HIP
Harrell Investment Partners
Texas
$0 -$1.24M 0 – Closed
2395
HAS
HBW Advisory Services
California
$0 -$746K 0 – Closed
2396
HWA
Heritage Way Advisors
Illinois
$0 -$2.17M 0 – Closed
2397
HCM
Hilton Capital Management
New York
$0 -$19.2M 0 – Closed
2398
HFA
Hoover Financial Advisors
Pennsylvania
$0 -$51K 0 – Closed
2399
HIS
Horizon Investment Services
Indiana
$0 -$4.08M 0 – Closed
2400
HH
HWG Holdings
Texas
$0 -$215K 0 – Closed