← 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
2401
FFG
Fortem Financial Group
California
$0 -$208K 0 – Closed
2402
FRM
Foundation Resource Management
Arkansas
$0 -$262K 0 – Closed
2403
FCMT
Founders Capital Management (Texas)
Texas
$0 -$2.82M 0 – Closed
2404
FRM
Fox Run Management
Connecticut
$0 -$787K 0 – Closed
2405
FC
Fulcrum Capital
Washington
$0 -$223K 0 – Closed
2406
GBA
Garrison Bradford & Associates
New York
$0 -$315K 0 – Closed
2407
GP
Geneva Partners
Wisconsin
$0 -$3.98M 0 – Closed
2408
GM
GeoWealth Management
Illinois
$0 -$378K 0 – Closed
2409
GAG
GM Advisory Group
New York
$0 -$280K 0 – Closed
2410
GAM
Grandview Asset Management
Pennsylvania
$0 -$3.28M 0 – Closed
2411
GLLW
Graves Light Lenhart Wealth
Virginia
$0 -$309K 0 – Closed
2412
GDP
Great Diamond Partners
Maine
$0 -$1.27M 0 – Closed
2413
GBT
Grove Bank & Trust
Florida
$0 -$294K 0 – Closed
2414
GWM
GSB Wealth Management
Connecticut
$0 -$270K 0 – Closed
2415
GSC
G&S Capital
Colorado
$0 -$249K 0 – Closed
2416
GLI
Guardian Life Insurance
New York
$0 -$646K 0 – Closed
2417
GCM
Gunderson Capital Management
South Carolina
$0 -$365K 0 – Closed
2418
HHGA
Halbert Hargrove Global Advisors
California
$0 -$248K 0 – Closed
2419
HCM
Hall Capital Management
Rhode Island
$0 -$3.68M 0 – Closed
2420
HA
Hamel Associates
New Jersey
$0 -$1.41M 0 – Closed
2421
HC
Hamilton Capital
Ohio
$0 -$243K 0 – Closed
2422
HLA
Hamilton Lane Advisors
Pennsylvania
$0 -$441K 0 – Closed
2423
HMS
Hanseatic Management Services
New Mexico
$0 -$928K 0 – Closed
2424
HCM
Harvey Capital Management
Florida
$0 -$359K 0 – Closed
2425
HP
Harvey Partners
New York
$0 -$4.35M 0 – Closed