← 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
Inspire Investing
Inspire Investing
Idaho
$0 -$194K 0 – Closed
2402
IGGA
Iron Gate Global Advisors
Utah
$0 -$5.34M 0 – Closed
2403
JIP
Jaffetilchin Investment Partners
Florida
$0 -$483K 0 – Closed
2404
JCM
Jag Capital Management
Missouri
$0 -$246K 0 – Closed
2405
John W. Bristol & Co
John W. Bristol & Co
New York
$0 -$316K 0 – Closed
2406
JPLA
Joseph P. Lucia & Associates
New York
$0 -$31K 0 – Closed
2407
JCM
JS Capital Management
New York
$0 -$1.13M 0 – Closed
2408
JSL
JT Stratford LLC
Georgia
$0 -$259K 0 – Closed
2409
KCM
Karp Capital Management
California
$0 -$1.42M 0 – Closed
2410
KP
Keel Point
Alabama
$0 -$526K 0 – Closed
2411
KCMRT
Kemper Corp Master Retirement Trust
Illinois
$0 -$638K 0 – Closed
2412
Kennedy Capital Management
Kennedy Capital Management
Missouri
$0 -$5.37M 0 – Closed
2413
Krane Funds Advisors
Krane Funds Advisors
New York
$0 -$357K 0 – Closed
2414
LCM
Leisure Capital Management
California
$0 -$257K 0 – Closed
2415
LWM
Loveless Wealth Management
Montana
$0 -$219K 0 – Closed
2416
LM
Luminus Management
Texas
$0 -$5.02M 0 – Closed
2417
MFG
Magnus Financial Group
New York
$0 -$547K 0 – Closed
2418
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$0 -$773K 0 – Closed
2419
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0 -$11.3M 0 – Closed
2420
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$0 -$90.4M 0 – Closed
2421
MWA
MFA Wealth Advisors
Pennsylvania
$0 -$12.9K 0 – Closed
2422
MAG
Millrace Asset Group
Pennsylvania
$0 -$1.44M 0 – Closed
2423
MA
Modus Advisors
Minnesota
$0 -$19K 0 – Closed
2424
MIM
Monashee Investment Management
Massachusetts
$0 -$2.36M 0 – Closed
2425
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$0 $0 0 – Closed