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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
3201	SGI Summit Global Investments Bountiful, Utah	$0	-$398K	–	Closed
3202	SSG Summit Securities Group New York	$0	-$252K	–	Closed
3203	TCM TAM Capital Management Stamford, Connecticut	$0	-$952K	–	Closed
3204	TFG Team Financial Group Temecula, California	$0	-$9.48K	–	Closed
3205	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$0	-$46.4K	–	Closed
3206	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$0	-$217K	–	Closed
3207	TCM Teza Capital Management Chicago, Illinois	$0	-$3.08M	–	Closed
3208	TCIM TOMS Capital Investment Management New York	$0	-$29.6M	–	Closed
3209	Truepoint Inc Cincinnati, Ohio	$0	-$218K	–	Closed
3210	VWM Valley Wealth Managers Paramus, New Jersey	$0	-$64.5K	–	Closed
3211	VFG Victory Financial Group Austin, Texas	$0	-$200K	–	Closed
3212	WWA WCG Wealth Advisors Las Vegas, Nevada	$0	-$1.07M	–	Closed
3213	Weiss Asset Management Boston, Massachusetts	$0	-$416K	–	Closed
3214	Weiss Multi-Strategy Advisers New York	$0	-$6.53M	–	Closed
3215	WWS Wellington Wealth Strategies Indianapolis, Indiana	$0	-$255K	–	Closed
3216	WOC West Oak Capital Westlake Village, California	$0	-$331K	–	Closed
3217	WTG West Tower Group Richmond, Virginia	$0	-$63.2K	–	Closed
3218	WC Winmill & Co Walpole, New Hampshire	$0	-$2.32M	–	Closed
3219	YMRC Yorktown Management & Research Company Forest, Virginia	$0	-$264K	–	Closed