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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
3051	LGT Fund Management Vaduz, Liechtenstein	$0	-$409K	–	Closed
3052	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$500K	–	Closed
3053	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	-$4.41K	–	Closed
3054	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$8.6M	–	Closed
3055	MWP Meredith Wealth Planning Maryville, Illinois	$0	-$245K	–	Closed
3056	M&G Investment Management London, United Kingdom	$0	-$394K	–	Closed
3057	MIA Milestone Investment Advisors Middleton, Wisconsin	$0	-$50.5K	–	Closed
3058	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$0	-$160K	–	Closed
3059	MFG Monumental Financial Group Rockville, Maryland	$0	-$124K	–	Closed
3060	Munro Partners Melbourne, Australia	$0	-$78.9M	–	Closed
3061	NRD Nebula Research & Development New York	$0	-$321K	–	Closed
3062	NWM NEIRG Wealth Management North Andover, Massachusetts	$0	-$4.21M	–	Closed
3063	NP Ninepoint Partners Toronto, Ontario, Canada	$0	-$613K	–	Closed
3064	OC One01 Capital Burlingame, California	$0	-$2.4M	–	Closed
3065	OGC One68 Global Capital New York	$0	-$4.55M	–	Closed
3066	OCM Orion Capital Management Coronado, California	$0	-$108K	–	Closed
3067	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$0	-$458K	–	Closed
3068	PA Paralel Advisors Denver, Colorado	$0	-$1.86M	–	Closed
3069	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$0	-$2.51M	–	Closed
3070	PP Pegasus Partners Mequon, Wisconsin	$0	-$1.12M	–	Closed
3071	PGIM Custom Harvest Newark, New Jersey	$0	-$761K	–	Closed
3072	PWP Phillips Wealth Planners Starkville, Mississippi	$0	-$830K	–	Closed
3073	PFG Piershale Financial Group Barrington, Illinois	$0	-$4.62K	–	Closed
3074	PointState Capital New York	$0	-$28.6M	–	Closed
3075	PFC Poplar Forest Capital Pasadena, California	$0	-$854K	–	Closed