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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
2701	SDAM Shulman DeMeo Asset Management Lake Success, New York	$0	-$288K	–	Closed
2702	SFM Signet Financial Management Parsippany, New Jersey	$0	-$2.49M	–	Closed
2703	SCM Sirios Capital Management Boston, Massachusetts	$0	-$18.3M	–	Closed
2704	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$0	-$3.95M	–	Closed
2705	Soroban Capital Partners New York	$0	-$333M	–	Closed
2706	SFSG Sound Financial Strategies Group Madison, Mississippi	$0	-$635K	–	Closed
2707	SMM Stadion Money Management Watkinsville, Georgia	$0	-$387K	–	Closed
2708	SGA Strategic Global Advisors Newport Beach, California	$0	-$286K	–	Closed
2709	SLF Sun Life Financial Toronto, Ontario, Canada	$0	-$122K	–	Closed
2710	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$0	-$1.3M	–	Closed
2711	SFC SYM Financial Corp Winona Lake, Indiana	$0	-$260K	–	Closed
2712	TA Tamarack Advisers Carlsbad, California	$0	-$388K	–	Closed
2713	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	-$3M	–	Closed
2714	TI Telemetry Investments New York	$0	-$230K	–	Closed
2715	TCWA Ten Capital Wealth Advisors Spokane, Washington	$0	-$9K	–	Closed
2716	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$0	-$301K	–	Closed
2717	TimesSquare Capital Management New York	$0	-$59M	–	Closed
2718	TC Toews Corporation Northfield, New Jersey	$0	-$971K	–	Closed
2719	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$0	-$8.29M	–	Closed
2720	VCG Vantage Consulting Group Virginia Beach, Virginia	$0	-$283K	–	Closed
2721	VC Vicus Capital State College, Pennsylvania	$0	-$605K	–	Closed
2722	WHP Washington Harbour Partners Arlington, Virginia	$0	-$13M	–	Closed
2723	WP Waycross Partners Louisville, Kentucky	$0	-$243K	–	Closed
2724	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$0	-$201K	–	Closed
2725	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$85K	–	Closed