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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
4026	AI Aperture Investors New York	$0	-$1.2M	–	Closed
4027	Appaloosa LP Short Hills, New Jersey	$0	-$134M	–	Closed
4028	ACP Arcus Capital Partners Atlanta, Georgia	$0	-$350K	–	Closed
4029	ACM Arosa Capital Management Miami Beach, Florida	$0	-$705K	–	Closed
4030	AFO Arrowroot Family Office Marina Del Rey, California	$0	-$271K	–	Closed
4031	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$1.15M	–	Closed
4032	AAM Azzad Asset Management Falls Church, Virginia	$0	-$834K	–	Closed
4033	BW Balance Wealth Delaware, Ohio	$0	-$201K	–	Closed
4034	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$1.25M	–	Closed
4035	BOM Bank of Marin Novato, California	$0	-$231K	–	Closed
4036	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$7.98M	–	Closed
4037	BCM Berbice Capital Management Melville, New York	$0	-$19.3K	–	Closed
4038	BFG Birch Financial Group Keene, New Hampshire	$0	-$333K	–	Closed
4039	BL Bleichroeder LP New York	$0	-$1.71M	–	Closed
4040	BWM BNC Wealth Management Beaverton, Oregon	$0	-$3.87M	–	Closed
4041	BOTPPF Board of the Pension Protection Fund Croydon, United Kingdom	$0	-$13.8K	–	Closed
4042	Brandes Investment Partners La Jolla, California	$0	-$5.51M	–	Closed
4043	BCP BSN Capital Partners London, United Kingdom	$0	-$11.3M	–	Closed
4044	BPAMU BTG Pactual Asset Management US New York	$0	-$422K	–	Closed
4045	BGM Burkehill Global Management New York	$0	-$14.1M	–	Closed
4046	CIM Caldwell Investment Management Toronto, Ontario, Canada	$0	-$2.59M	–	Closed
4047	CCG Capital CS Group Irvine, California	$0	-$377K	–	Closed
4048	CPL Capital & Planning LLC Jonesboro, Georgia	$0	-$4.82K	–	Closed
4049	CCM Carderock Capital Management Chevy Chase, Maryland	$0	-$217K	–	Closed
4050	Castle Hook Partners New York	$0	-$481M	–	Closed