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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

New
Closed
Net new
Funds Holding 2,774
Funds Holding Change +188
Funds Holding Growth +7%
Value $202B
Holding in Top 10 78
Top 10 Change -16
Top 10 Growth -17%
Value Growth +0.7%
New 344
Increased 1,088
Reduced 1,023
Closed 119
Capital Inflow $7.34B
Capital Outflow $9.52B
Net Capital Flow -$2.17B
Capital Flow Change -$586M
Calls $1.6B
Puts $1.8B
Net Calls -$206M
Put/Call Ratio 1.13