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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
2551	GSWM Golden State Wealth Management Santa Ana, California	$0	-$1.53M	–	Closed
2552	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$430K	–	Closed
2553	GIM Guild Investment Management Los Angeles, California	$0	-$2.3M	–	Closed
2554	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$0	-$276K	–	Closed
2555	HP Hikari Power Tokyo, Japan	$0	-$2.04M	–	Closed
2556	HCM Hudson Capital Management Ramsey, New Jersey	$0	-$379K	–	Closed
2557	ICM IMS Capital Management Portland, Oregon	$0	-$202K	–	Closed
2558	IVA International Value Advisers	$0	-$58.5M	–	Closed
2559	IP Interval Partners New York	$0	-$26.2M	–	Closed
2560	JPC Jabodon PT Co Reno, Nevada	$0	-$5.33M	–	Closed
2561	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$520K	–	Closed
2562	KFA Kays Financial Advisory Atlanta, Georgia	$0	-$349K	–	Closed
2563	KWA KCS Wealth Advisory Los Angeles, California	$0	-$215K	–	Closed
2564	KCM Kensico Capital Management Greenwich, Connecticut	$0	-$139M	–	Closed
2565	LCG Lisanti Capital Growth New York	$0	-$1.98M	–	Closed
2566	Loews Corp New York	$0	-$489K	–	Closed
2567	MA MANA Advisors New York	$0	-$489K	–	Closed
2568	MGAM McGowan Group Asset Management Dallas, Texas	$0	-$212K	–	Closed
2569	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$1.23M	–	Closed
2570	MN Services Vermogensbeheer The Hague, Netherlands	$0	-$117M	–	Closed
2571	MCM Mork Capital Management Healdsburg, California	$0	-$715K	–	Closed
2572	NICM Neo Ivy Capital Management New York	$0	-$689K	–	Closed
2573	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$0	-$475K	–	Closed
2574	NP Ninepoint Partners Toronto, Ontario, Canada	$0	-$456K	–	Closed
2575	OMC Oak Management Corp Wilton, Connecticut	$0	-$8.35M	–	Closed