← 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
2426
Castle Hook Partners
Castle Hook Partners
New York
$0 -$15.2M 0 – Closed
2427
CGM
Centenus Global Management
New York
$0 -$2.99M 0 – Closed
2428
CIM
CenturyLink Investment Management
Colorado
$0 -$916K 0 – Closed
2429
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$0 -$203K 0 – Closed
2430
CC
Cognios Capital
Kansas
$0 -$1.63M 0 – Closed
2431
CP
Coho Partners
Pennsylvania
$0 -$282K 0 – Closed
2432
CT
Columbia Trust
Oregon
$0 -$213K 0 – Closed
2433
CCI
Columbus Circle Investors
$0 -$13.3M 0 – Closed
2434
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$0 -$827K 0 – Closed
2435
CFSG
Community Financial Services Group
Vermont
$0 -$208K 0 – Closed
2436
CIM
Contravisory Investment Management
Massachusetts
$0 -$46K 0 – Closed
2437
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$0 -$305K 0 – Closed
2438
CRM
Cramer Rosenthal McGlynn
Connecticut
$0 -$2.57M 0 – Closed
2439
CP
Cumberland Partners
Ontario, Canada
$0 -$5.24M 0 – Closed
2440
CVSCT
C.V. Starr & Co Trust
New York
$0 -$3.77M 0 – Closed
2441
CG
Cynosure Group
Utah
$0 -$235K 0 – Closed
2442
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
$0 -$169M 0 – Closed
2443
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$0 -$1.95M 0 – Closed
2444
DRS
Deane Retirement Strategies
Louisiana
$0 -$1.69M 0 – Closed
2445
DI
DFPG Investments
Utah
$0 -$215K 0 – Closed
2446
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0 -$228M 0 – Closed
2447
DAM
DLD Asset Management
New York
$0 -$19.8M 0 – Closed
2448
EIA
Eastover Investment Advisors
North Carolina
$0 -$2.21M 0 – Closed
2449
EMG
Ellington Management Group
Connecticut
$0 -$2.4M 0 – Closed
2450
EWM
EPG Wealth Management
Georgia
$0 -$268K 0 – Closed