← 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
2451
JA
JOYN Advisors
Georgia
$0 -$332K 0 – Closed
2452
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$0 -$6.96M 0 – Closed
2453
JF
JSF Financial
California
$0 -$290K 0 – Closed
2454
JSL
JT Stratford LLC
Georgia
$0 -$203K 0 – Closed
2455
KPF
K2 Principal Fund
Ontario, Canada
$0 -$1.68M 0 – Closed
2456
KCMRT
Kemper Corp Master Retirement Trust
Illinois
$0 -$1.55M 0 – Closed
2457
KC
Kepos Capital
New York
$0 -$25.5M 0 – Closed
2458
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$0 -$838K 0 – Closed
2459
KIG
Kessler Investment Group
Indiana
$0 -$97K 0 – Closed
2460
KIM
Kestrel Investment Management
California
$0 -$3.88M 0 – Closed
2461
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0 -$244K 0 – Closed
2462
LCM
Lakewood Capital Management
New York
$0 -$26.7M 0 – Closed
2463
LC
Landaas & Company
Wisconsin
$0 -$378K 0 – Closed
2464
LFA
Landmark Financial Advisors
Kentucky
$0 -$205K 0 – Closed
2465
LCM
Landscape Capital Management
New Jersey
$0 -$611K 0 – Closed
2466
LC
LCNB Corp
Ohio
$0 -$1.28M 0 – Closed
2467
LI
Leap Investments
Illinois
$0 -$245K 0 – Closed
2468
LA
Legacy Advisors
Pennsylvania
$0 -$260K 0 – Closed
2469
LFA
Legacy Financial Advisors
Kentucky
$0 -$242K 0 – Closed
2470
LP
LGL Partners
Pennsylvania
$0 -$617K 0 – Closed
2471
LCM
Liberty Capital Management
Michigan
$0 -$3.55M 0 – Closed
2472
LWM
Lionsbridge Wealth Management
Florida
$0 -$2K 0 – Closed
2473
LCM
Lionstone Capital Management
New York
$0 -$11M 0 – Closed
2474
LGWM
Litman Gregory Wealth Management
California
$0 -$100K 0 – Closed
2475
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$0 -$17.5M 0 – Closed