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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
2576	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$0	-$123K	–	Closed
2577	PWS Paragon Wealth Strategies Jacksonville, Florida	$0	-$381K	–	Closed
2578	PC Paulson & Co New York	$0	-$27.3M	–	Closed
2579	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$0	-$1.31M	–	Closed
2580	PTC Petrus Trust Company Dallas, Texas	$0	-$261K	–	Closed
2581	PCM Princeton Capital Management Red Bank, New Jersey	$0	-$48K	–	Closed
2582	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$73K	–	Closed
2583	QCIG Quad-Cities Investment Group Davenport, Iowa	$0	-$46K	–	Closed
2584	RC Roubaix Capital Denver, Colorado	$0	-$2.59M	–	Closed
2585	SH SeaTown Holdings Singapore	$0	-$26.9M	–	Closed
2586	Snyder Capital Management San Francisco, California	$0	-$5.89M	–	Closed
2587	SCA Southpoint Capital Advisors New York	$0	-$93.9M	–	Closed
2588	SAS Stelac Advisory Services New York	$0	-$169K	–	Closed
2589	SB Strategic Blueprint Atlanta, Georgia	$0	-$161K	–	Closed
2590	SCP Syntal Capital Partners Midland, Texas	$0	-$906K	–	Closed
2591	TAM TFG Asset Management Grand Cayman, Cayman Islands	$0	-$937K	–	Closed
2592	TA Thor Advisors New York	$0	-$738K	–	Closed
2593	TEE Tibra Equities Europe London, United Kingdom	$0	-$17.8M	–	Closed
2594	TC Truvestments Capital Sarasota, Florida	$0	-$155K	–	Closed
2595	VFM Viking Fund Management Minot, North Dakota	$0	-$1.31M	–	Closed
2596	Viking Global Investors Stamford, Connecticut	$0	-$273M	–	Closed
2597	Voleon Capital Management Berkeley, California	$0	-$19.5M	–	Closed
2598	WC Weil Company San Diego, California	$0	-$208K	–	Closed
2599	WCP Welch Capital Partners Harrison, New York	$0	-$677K	–	Closed
2600	Xact Kapitalforvaltning Stockholm, Sweden	$0	-$490K	–	Closed