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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
2626	RHJA Rice Hall James & Associates San Diego, California	$0	-$689K	–	Closed
2627	Samlyn Capital New York	$0	-$23.5M	–	Closed
2628	Sculptor Capital New York	$0	-$176M	–	Closed
2629	SIA SeaBridge Investment Advisors Summit, New Jersey	$0	-$77K	–	Closed
2630	SM Senvest Management New York	$0	-$6.12M	–	Closed
2631	SM SG3 Management Dorado, Puerto Rico	$0	-$5.75M	–	Closed
2632	SC Solstein Capital Menlo Park, California	$0	-$95K	–	Closed
2633	SCA Spearhead Capital Advisors Wellington, Florida	$0	-$221K	–	Closed
2634	SMG Spectrum Management Group Indianapolis, Indiana	$0	-$7K	–	Closed
2635	SLT St Louis Trust Saint Louis, Missouri	$0	-$612K	–	Closed
2636	SWP Summit Wealth Partners Orlando, Florida	$0	-$229K	–	Closed
2637	TS Tamar Securities Woodland Hills, California	$0	-$2.7M	–	Closed
2638	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$0	-$5.55M	–	Closed
2639	TWP TFO Wealth Partners Maumee, Ohio	$0	-$1K	–	Closed
2640	TEE Tibra Equities Europe London, United Kingdom	$0	-$308K	–	Closed
2641	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$0	-$682K	–	Closed
2642	TC Toews Corporation Northfield, New Jersey	$0	-$946K	–	Closed
2643	TCM Traynor Capital Management Malvern, Pennsylvania	$0	-$336K	–	Closed
2644	TC TwinBeech Capital Purchase, New York	$0	-$10.6M	–	Closed
2645	UFF USA Financial Formulas Ada, Michigan	$0	-$1K	–	Closed
2646	VIM Veritas Investment Management London, United Kingdom	$0	-$114K	–	Closed
2647	Viking Global Investors Stamford, Connecticut	$0	-$354M	–	Closed
2648	WCM Washington Capital Management Seattle, Washington	$0	-$563K	–	Closed
2649	Waverton Investment Management London, United Kingdom	$0	-$40.1M	–	Closed
2650	WP WealthPLAN Partners Omaha, Nebraska	$0	-$210K	–	Closed