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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	Hudson Bay Capital Management Stamford, Connecticut	$0	-$4.73M	–	Closed
2477	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$1.89M	–	Closed
2478	IWA IBEX Wealth Advisors Bedminster, New Jersey	$0	-$1.94M	–	Closed
2479	Illinois Municipal Retirement Fund Oak Brook, Illinois	$0	-$1.87M	–	Closed
2480	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$0	-$601K	–	Closed
2481	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$0	-$464K	–	Closed
2482	ISB Iowa State Bank Urbandale, Iowa	$0	-$771K	–	Closed
2483	ICP Ironvine Capital Partners Omaha, Nebraska	$0	-$7.91M	–	Closed
2484	IIC Ironwood Investment Counsel Scottsdale, Arizona	$0	-$333K	–	Closed
2485	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$0	-$67K	–	Closed
2486	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$0	-$356K	–	Closed
2487	JDR Jay D. Rosenbaum	$0	-$885K	–	Closed
2488	JAM JCIC Asset Management Toronto, Ontario, Canada	$0	-$36K	–	Closed
2489	JGC J. Goldman & Co New York	$0	-$763K	–	Closed
2490	KLWA Kelly Lawrence W & Associates Pasadens, California	$0	-$154K	–	Closed
2491	KFI Key Financial Inc West Chester, Pennsylvania	$0	-$315K	–	Closed
2492	KCM Kingstown Capital Management New York	$0	-$33M	–	Closed
2493	KC Knuff & Co Foster City, California	$0	-$9K	–	Closed
2494	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$0	-$114K	–	Closed
2495	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$66.2M	–	Closed
2496	LBC Lawrence B. Cohen	$0	-$1.77M	–	Closed
2497	LPT Legacy Private Trust Neenah, Wisconsin	$0	-$231K	–	Closed
2498	LSA Lion Street Advisors Austin, Texas	$0	-$11K	–	Closed
2499	LCG Lisanti Capital Growth New York	$0	-$2.21M	–	Closed
2500	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$774K	–	Closed