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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
2651	LGA Lebenthal Global Advisors Hauppauge, New York	$0	-$32K	–	Closed
2652	LMAM Legg Mason Asset Management Tokyo, Japan	$0	-$655K	–	Closed
2653	LFA Lighthouse Financial Advisors New Market, Maryland	$0	-$261K	–	Closed
2654	LHC Little House Capital Braintree, Massachusetts	$0	-$1.89M	–	Closed
2655	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$835K	–	Closed
2656	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$0	-$1.53M	–	Closed
2657	MFG Magnus Financial Group New York	$0	-$258K	–	Closed
2658	MCM Mason Capital Management New York	$0	-$317K	–	Closed
2659	MSA Mason Street Advisors Milwaukee, Wisconsin	$0	-$32M	–	Closed
2660	MCM McMillion Capital Management Greensboro, North Carolina	$0	-$852K	–	Closed
2661	MA Mosaic Advisors Houston, Texas	$0	-$352K	–	Closed
2662	NWA Navis Wealth Advisors Rye Brook, New York	$0	-$238K	–	Closed
2663	NCM New Capital Management Houston, Texas	$0	-$8K	–	Closed
2664	NF Nikulski Financial Bettendorf, Iowa	$0	-$622K	–	Closed
2665	OHIS Oak Harvest Investment Services Houston, Texas	$0	-$2M	–	Closed
2666	OIM Oder Investment Management Woodland Hills, California	$0	-$82K	–	Closed
2667	OWIM Old West Investment Management Los Angeles, California	$0	-$509K	–	Closed
2668	OFG OmniStar Financial Group Wilmington, North Carolina	$0	-$374K	–	Closed
2669	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$335K	–	Closed
2670	OCM Orser Capital Management Southlake, Texas	$0	-$2.07M	–	Closed
2671	PR Payden & Rygel Los Angeles, California	$0	-$74K	–	Closed
2672	Pentwater Capital Management Naples, Florida	$0	-$238K	–	Closed
2673	PGGM Investments Zeist, Netherlands	$0	-$2.17M	–	Closed
2674	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$7.94M	–	Closed
2675	PS Planned Solutions Folsom, California	$0	-$66K	–	Closed