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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
2901	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$0	-$1.23M	–	Closed
2902	Cambridge Associates Boston, Massachusetts	$0	-$27.1M	–	Closed
2903	CGIM Cannon Global Investment Management Davie, Florida	$0	-$982K	–	Closed
2904	CGM Capital Growth Management Boston, Massachusetts	$0	-$3.87M	–	Closed
2905	CA Capitolis Advisors New York	$0	-$43.1M	–	Closed
2906	CC Carlson Capital Dallas, Texas	$0	-$3.45M	–	Closed
2907	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$0	-$160K	–	Closed
2908	CEI Clark Estates Inc New York	$0	-$12.8M	–	Closed
2909	CC Claybrook Capital Wellesley, Massachusetts	$0	-$500K	–	Closed
2910	Cornerstone Investment Partners Atlanta, Georgia	$0	-$223K	–	Closed
2911	CCM Crabel Capital Management Los Angeles, California	$0	-$7.13M	–	Closed
2912	CCM CTC Capital Management Chicago, Illinois	$0	-$469K	–	Closed
2913	DWM Darwin Wealth Management Tampa, Florida	$0	-$479K	–	Closed
2914	DIM Delta Investment Management San Francisco, California	$0	-$2.88M	–	Closed
2915	DG DMC Group Birmingham, Alabama	$0	-$231K	–	Closed
2916	DI DRH Investments Thousand Oaks, California	$0	-$1.84M	–	Closed
2917	EI EAM Investors Solana Beach, California	$0	-$1.68M	–	Closed
2918	EWM Elmwood Wealth Management Berkeley, California	$0	-$102K	–	Closed
2919	EN1L Engine No 1 LLC San Francisco, California	$0	-$1.56M	–	Closed
2920	EPM Equitec Proprietary Markets Chicago, Illinois	$0	-$96K	–	Closed
2921	Equity Investment Corp Atlanta, Georgia	$0	-$30.2M	–	Closed
2922	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$0	-$391K	–	Closed
2923	FLC Fifth Lane Capital Austin, Texas	$0	-$370K	–	Closed
2924	FQ First Quadrant Glendale, California	$0	-$1.94M	–	Closed
2925	FFG Ford Financial Group Fresno, California	$0	-$150K	–	Closed