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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	SMH Sanders Morris Harris Houston, Texas	$0	-$919K	–	Closed
2552	SHGA Sand Hill Global Advisors Palo Alto, California	$0	-$276K	–	Closed
2553	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$1.28M	–	Closed
2554	SAM Security Asset Management New York	$0	-$292K	–	Closed
2555	ST Sentinel Trust Houston, Texas	$0	-$201K	–	Closed
2556	Sessa Capital New York	$0	-$84.9M	–	Closed
2557	SAM SignalPoint Asset Management Springfield, Missouri	$0	-$230K	–	Closed
2558	SLA Silver Lake Advisory Cottonwood Heights, Utah	$0	-$268K	–	Closed
2559	SCM Sitrin Capital Management Century City, California	$0	-$4.42M	–	Closed
2560	SAM Southeastern Asset Management Memphis, Tennessee	$0	-$204M	–	Closed
2561	SFG Sowa Financial Group Lincoln, Rhode Island	$0	-$78K	–	Closed
2562	SAM SP Asset Management Cupertino, California	$0	-$232K	–	Closed
2563	SCC Spring Creek Capital Wichita, Kansas	$0	-$7.55M	–	Closed
2564	SA SRH Advisors Salina, Kansas	$0	-$2K	–	Closed
2565	SIA Starfire Investment Advisers Southfield, Michigan	$0	-$435K	–	Closed
2566	SIC Starr International Company Zug, Switzerland	$0	-$2.83M	–	Closed
2567	SPC Stewart & Patten Company Lafayette, California	$0	-$334K	–	Closed
2568	Stonehage Fleming Financial Services St. Helier, Jersey	$0	-$1.38M	–	Closed
2569	SFG StrategIQ Financial Group Merrillville, Indiana	$0	-$200K	–	Closed
2570	SAM Summit Asset Management Memphis, Tennessee	$0	-$225K	–	Closed
2571	SL Summitry LLC Foster City, California	$0	-$490K	–	Closed
2572	SCS Syquant Capital SAS Paris, France	$0	-$3.73M	–	Closed
2573	TU TDAM USA Toronto, Ontario, Canada	$0	-$10.2M	–	Closed
2574	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$0	-$473K	–	Closed
2575	TCM Teza Capital Management Chicago, Illinois	$0	-$362K	–	Closed