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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	KSCM Kamunting Street Capital Management Miami Beach, Florida	$0	-$472K	–	Closed
3052	KP Kiltearn Partners Edinburgh, United Kingdom	$0	-$19.7M	–	Closed
3053	KCG Kinsale Capital Group Richmond, Virginia	$0	-$1.61M	–	Closed
3054	Kovitz Investment Group Partners Chicago, Illinois	$0	-$335K	–	Closed
3055	KIG Kowal Investment Group Brookfield, Wisconsin	$0	-$221K	–	Closed
3056	KCM KRS Capital Management Bloomfield, Michigan	$0	-$274K	–	Closed
3057	KW KWB Wealth Redlands, California	$0	-$447K	–	Closed
3058	LCGC Legacy Capital Group California Los Gatos, California	$0	-$370K	–	Closed
3059	Legacy Financial Group (Iowa) Des Moines, Iowa	$0	-$43.7K	–	Closed
3060	LCS Levin Capital Strategies New York	$0	-$545K	–	Closed
3061	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$1.49M	–	Closed
3062	Longview Partners St Peter Port, Guernsey	$0	-$265M	–	Closed
3063	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$0	-$8.06K	–	Closed
3064	LM Luminus Management Houston, Texas	$0	-$25.1M	–	Closed
3065	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	-$1.49M	–	Closed
3066	MC Machina Capital Paris, France	$0	-$1.74M	–	Closed
3067	Magnetar Financial Evanston, Illinois	$0	-$1.11M	–	Closed
3068	MCM Magnolia Capital Management Cold Spring, New York	$0	-$123K	–	Closed
3069	MAM Marquette Asset Management Minneapolis, Minnesota	$0	-$7.2K	–	Closed
3070	Marshall Wace London, United Kingdom	$0	-$7.3M	–	Closed
3071	MPM MBB Public Markets Chicago, Illinois	$0	-$8.37M	–	Closed
3072	MCAI Members Capital Advisors Inc Madison, Wisconsin	$0	-$1.22M	–	Closed
3073	MFG Mendota Financial Group Madison, Wisconsin	$0	-$1K	–	Closed
3074	MIA Milestone Investment Advisors Middleton, Wisconsin	$0	-$37.1K	–	Closed
3075	MS Mizuho Securities Tokyo, Japan	$0	-$70.4K	–	Closed