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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	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$356K	–	Closed
3202	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$2.07M	–	Closed
3203	PCM Palouse Capital Management Spokane, Washington	$0	-$1.4M	–	Closed
3204	Parallax Volatility Advisers San Francisco, California	$0	-$5.84M	–	Closed
3205	PP Patron Partners Houston, Texas	$0	-$207K	–	Closed
3206	PFA Peak Financial Advisors Denver, Colorado	$0	-$2.92M	–	Closed
3207	PI Pettee Investors Rowayton, Connecticut	$0	-$237K	–	Closed
3208	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$0	-$1.95M	–	Closed
3209	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$2.85M	–	Closed
3210	PPP Private Portfolio Partners Paramus, New Jersey	$0	-$767K	–	Closed
3211	PCA Prosperity Capital Advisors Westlake, Ohio	$0	-$283K	–	Closed
3212	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$1K	–	Closed
3213	QC Quantedge Capital Singapore	$0	-$317K	–	Closed
3214	QVR San Francisco, California	$0	-$601K	–	Closed
3215	RCM Regency Capital Management Honolulu, Hawaii	$0	-$5.07M	–	Closed
3216	RIM Reliant Investment Management Memphis, Tennessee	$0	-$3.35M	–	Closed
3217	RWM Revisor Wealth Management Akron, Ohio	$0	-$299K	–	Closed
3218	SCM Sandler Capital Management New York	$0	-$8.32M	–	Closed
3219	SM Sciencast Management Princeton, New Jersey	$0	-$1.61M	–	Closed
3220	SHFP Second Half Financial Partners Sebring, Florida	$0	-$5.82M	–	Closed
3221	Seizert Capital Partners Birmingham, Michigan	$0	-$201K	–	Closed
3222	SMI Shelter Mutual Insurance Columbia, Missouri	$0	-$3.83K	–	Closed
3223	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$0	-$10.3M	–	Closed
3224	SA SL Advisors Westfield, New Jersey	$0	-$495K	–	Closed
3225	SMG Smart Money Group Eastland, Texas	$0	-$467K	–	Closed