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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
2526	NPT Nixon Peabody Trust Boston, Massachusetts	$0	-$2.79M	–	Closed
2527	NL NKCFO LLC Geneva, Illinois	$0	-$2.37M	–	Closed
2528	Nordea Investment Management Stockholm, Sweden	$0	-$10.7M	–	Closed
2529	OEP Ocean Endowment Partners Chicago, Illinois	$0	-$431K	–	Closed
2530	ONST Old North State Trust Greensboro, North Carolina	$0	-$390K	–	Closed
2531	OP Omni Partners London, United Kingdom	$0	-$21.8M	–	Closed
2532	OFG OmniStar Financial Group Wilmington, North Carolina	$0	-$160K	–	Closed
2533	OFCM One Fin Capital Management San Francisco, California	$0	-$12.6M	–	Closed
2534	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$0	-$2.31M	–	Closed
2535	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$0	-$5.07M	–	Closed
2536	OCAM Owl Creek Asset Management New York	$0	-$20.8M	–	Closed
2537	PGIM Pacific Global Investment Management Glendale, California	$0	-$203K	–	Closed
2538	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$0	-$259K	–	Closed
2539	PL Parthenon LLC Louisville, Kentucky	$0	-$221K	–	Closed
2540	PP Pegasus Partners Mequon, Wisconsin	$0	-$2.59M	–	Closed
2541	PIA Piedmont Investment Advisors Durham, North Carolina	$0	-$13M	–	Closed
2542	Plancorp LLC Saint Louis, Missouri	$0	-$243K	–	Closed
2543	PointState Capital New York	$0	-$4.58M	–	Closed
2544	PCM Princeton Capital Management Red Bank, New Jersey	$0	-$281K	–	Closed
2545	PWAC Private Wealth Advisors (California) Fresno, California	$0	-$232K	–	Closed
2546	PAS Professional Advisory Services Vero Beach, Florida	$0	-$9.02M	–	Closed
2547	PWA Providence Wealth Advisors Frankfort, Illinois	$0	-$400K	–	Closed
2548	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$0	-$54.6M	–	Closed
2549	RFG Advisory Birmingham, Alabama	$0	-$393K	–	Closed
2550	SL Salomon & Ludwin Richmond, Virginia	$0	-$13K	–	Closed