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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
2676	MWP Meridian Wealth Partners Exton, Pennsylvania	$0	-$202K	–	Closed
2677	MFS Mirabella Financial Services London, United Kingdom	$0	-$527K	–	Closed
2678	MKP Capital Management New York	$0	-$20.4M	–	Closed
2679	MFG Monumental Financial Group Rockville, Maryland	$0	-$445K	–	Closed
2680	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$0	-$68K	–	Closed
2681	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$0	-$429K	–	Closed
2682	NAS Nicolet Advisory Services Green Bay, Wisconsin	$0	-$707K	–	Closed
2683	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$0	-$997K	–	Closed
2684	NG NWK Group San Francisco, California	$0	-$77K	–	Closed
2685	Old Mission Capital Chicago, Illinois	$0	-$3.03M	–	Closed
2686	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$0	-$263K	–	Closed
2687	PM Parametrica Management Wanchai, Hong Kong	$0	-$405K	–	Closed
2688	PRC Pearl River Capital Niles, Michigan	$0	-$4.55M	–	Closed
2689	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$0	-$56.4M	–	Closed
2690	QVT Quantitative Value Technologies Overland Park, Kansas	$0	-$374K	–	Closed
2691	QVR San Francisco, California	$0	-$74.3K	–	Closed
2692	RC Randolph Company Cincinnati, Ohio	$0	-$3.52M	–	Closed
2693	RWM RBA Wealth Management Newport Beach, California	$0	-$2.27K	–	Closed
2694	Reinhart Partners Mequon, Wisconsin	$0	-$38M	–	Closed
2695	SFMG Sage Financial Management Group Mclean, Virginia	$0	-$8K	–	Closed
2696	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$647K	–	Closed
2697	SM Saya Management New York	$0	-$7.83M	–	Closed
2698	SEC Seven Eight Capital New York	$0	-$2.6M	–	Closed
2699	SC Shay Capital New York	$0	-$193K	–	Closed
2700	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$0	-$343K	–	Closed