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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

#	Name	Holding	Trade Value	% of Portfolio	Status
2476	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$1.33M	–	Closed
2477	LM Luminus Management Houston, Texas	$0	-$31.2M	–	Closed
2478	MC Machina Capital Paris, France	$0	-$4.46M	–	Closed
2479	MP Manikay Partners New York	$0	-$86.4M	–	Closed
2480	MCM Marathon Capital Management Hunt Valley, Maryland	$0	-$256K	–	Closed
2481	MAA Matrix Asset Advisors White Plains, New York	$0	-$3.54M	–	Closed
2482	MCM McRae Capital Management Morristown, New Jersey	$0	-$658K	–	Closed
2483	Meag Munich Ergo Munich, Germany	$0	-$3.42M	–	Closed
2484	MFS Mirabella Financial Services London, United Kingdom	$0	-$16.1M	–	Closed
2485	MCCP Mission Creek Capital Partners San Francisco, California	$0	-$1.36M	–	Closed
2486	MS Mizuho Securities Tokyo, Japan	$0	-$30K	–	Closed
2487	Mizuho Securities USA New York	$0	-$789K	–	Closed
2488	MA MONECO Advisors Fairfield, Connecticut	$0	-$274K	–	Closed
2489	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$0	-$219K	–	Closed
2490	MWA Moser Wealth Advisors Bellevue, Washington	$0	-$16K	–	Closed
2491	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$658K	–	Closed
2492	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$0	-$234K	–	Closed
2493	NCM Nelson Capital Management Menlo Park, California	$0	-$6.49M	–	Closed
2494	NI Nepsis Inc Minneapolis, Minnesota	$0	-$5.85M	–	Closed
2495	NCM New Capital Management Houston, Texas	$0	-$9K	–	Closed
2496	NMC Nine Masts Capital Central, Hong Kong	$0	-$3.95M	–	Closed
2497	NCM Noesis Capital Mangement Boca Raton, Florida	$0	-$232K	–	Closed
2498	NC Noked Capital Tel Aviv, Israel	$0	-$374K	–	Closed
2499	NI Noked Israel Ramat Hasharon, Israel	$0	-$374K	–	Closed
2500	NorthRock Partners Minneapolis, Minnesota	$0	-$1.83M	–	Closed