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 |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 2701 |
UAM
UAS Asset Management
New York
| $0 | -$715K | 0 | – | Closed |
|
| 2702 |
UFG
United Fire Group
Cedar Rapids,
Iowa
| $0 | -$136K | 0 | – | Closed |
|
| 2703 |
USAA
United Services Automobile Association
San Antonio,
Texas
| $0 | -$6.15M | 0 | – | Closed |
|
| 2704 |
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $0 | -$43K | 0 | – | Closed |
|
| 2705 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
| $0 | -$217K | 0 | – | Closed |
|
| 2706 |
Vest Financial
Mclean,
Virginia
| $0 | -$2.47M | 0 | – | Closed |
|
| 2707 |
VAIA
Virtus Alternative Investment Advisers
Hartford,
Connecticut
| $0 | -$12K | 0 | – | Closed |
|
| 2708 |
WCA
Westover Capital Advisors
Wilmington,
Delaware
| $0 | -$210K | 0 | – | Closed |
|
| 2709 |
WOSD
WFA of San Diego
San Diego,
California
| $0 | -$304K | 0 | – | Closed |
|
| 2710 |
WIC
Wilkins Investment Counsel
Boston,
Massachusetts
| $0 | -$809K | 0 | – | Closed |
|
| 2711 |
WCA
Windsor Creek Advisors
Bethel,
Vermont
| $0 | -$945K | 0 | – | Closed |
|