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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
3101	PC Permit Capital West Conshohocken, Pennsylvania	$0	-$6.96M	–	Closed
3102	PFC Phocas Financial Corp Alameda, California	$0	-$19.7K	–	Closed
3103	PCM Pinnbrook Capital Management New York	$0	-$2.96M	–	Closed
3104	PSC Portman Square Capital London, United Kingdom	$0	-$908K	–	Closed
3105	PCOC Power Corp of Canada Montreal, Quebec, Canada	$0	-$2.72M	–	Closed
3106	PAM PVG Asset Management Golden, Colorado	$0	-$222K	–	Closed
3107	QC QCM Cayman Houston, Texas	$0	-$207K	–	Closed
3108	R Rebalance Palo Alto, California	$0	-$91.3K	–	Closed
3109	RLIM Red Lighthouse Investment Management New York	$0	-$261K	–	Closed
3110	Reinhart Partners Mequon, Wisconsin	$0	-$74.8M	–	Closed
3111	RF Rollins Financial Atlanta, Georgia	$0	-$219K	–	Closed
3112	RSS Rosenblum Silverman Sutton San Francisco, California	$0	-$205K	–	Closed
3113	ROC Running Oak Capital Edina, Minnesota	$0	-$6.6M	–	Closed
3114	SC Saltoro Capital Dallas, Texas	$0	-$238K	–	Closed
3115	SMH Sanders Morris Harris Houston, Texas	$0	-$981K	–	Closed
3116	SAM Scopus Asset Management New York	$0	-$51.1M	–	Closed
3117	SC Seldon Capital San Francisco, California	$0	-$130K	–	Closed
3118	SJL Shayne & Jacobs LLC Nashville, Tennessee	$0	-$1.37M	–	Closed
3119	SIG Spinnaker Investment Group Newport Beach, California	$0	-$203K	–	Closed
3120	SRSA S.R. Schill & Associates Mercer Island, Washington	$0	-$264K	–	Closed
3121	SIM SSI Investment Management Los Angeles, California	$0	-$491K	–	Closed
3122	SEM Strategic Equity Management Tucson, Arizona	$0	-$325K	–	Closed
3123	SGI Summit Global Investments Bountiful, Utah	$0	-$384K	–	Closed
3124	SL Summitry LLC Foster City, California	$0	-$411K	–	Closed
3125	TCA Taconic Capital Advisors New York	$0	-$5.6M	–	Closed