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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	Theme Stocks	% of Portfolio	Status
2501	MAP Madison Avenue Partners New York	$0	-$37M	0	–	Closed
2502	MCM Magnolia Capital Management Cold Spring, New York	$0	-$204K	0	–	Closed
2503	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$0	-$63K	0	–	Closed
2504	MCM Maple Capital Management Montpelier, Vermont	$0	-$220K	0	–	Closed
2505	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$302K	0	–	Closed
2506	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$1.13M	0	–	Closed
2507	MS Marshall & Sullivan Seattle, Washington	$0	-$2.65M	0	–	Closed
2508	Marsico Capital Management Denver, Colorado	$0	-$6.01M	0	–	Closed
2509	MCM Maryland Capital Management Towson, Maryland	$0	-$437K	0	–	Closed
2510	MCM Matarin Capital Management New York	$0	-$3.91M	0	–	Closed
2511	MWM MBE Wealth Management Tomah, Wisconsin	$0	-$96K	0	–	Closed
2512	MFP Meridian Financial Partners Warrenton, Virginia	$0	-$459K	0	–	Closed
2513	Meridian Wealth Management Lexington, Kentucky	$0	-$523K	0	–	Closed
2514	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$2.76M	0	–	Closed
2515	MWM Minot Wealth Management Westwood, Massachusetts	$0	-$399K	0	–	Closed
2516	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$0	-$1.98M	0	–	Closed
2517	MBT Montecito Bank & Trust Santa Barbara, California	$0	-$1.2M	0	–	Closed
2518	Moore Capital Management New York	$0	-$15.5M	0	–	Closed
2519	MIS Morningstar Investment Services Chicago, Illinois	$0	-$26M	0	–	Closed
2520	MPM Mountaineer Partners Management New York	$0	-$6.06M	0	–	Closed
2521	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$0	-$6.77M	1	0%	Reduced
2522	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$0	-$208K	0	–	Closed
2523	NB NBT Bank Norwich, New York	$0	-$6.25M	0	–	Closed
2524	NP Ninepoint Partners Toronto, Ontario, Canada	$0	-$350K	0	–	Closed
2525	Nippon Life Global Investors Americas New York	$0	-$5.05M	0	–	Closed