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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
4051	LCS Levin Capital Strategies New York	$0	-$966K	–	Closed
4052	LCM LRT Capital Management Austin, Texas	$0	-$2.24M	–	Closed
4053	MPW Magnolia Private Wealth Philadelphia, Pennsylvania	$0	-$218K	–	Closed
4054	MAP Managed Asset Portfolios Rochester, Michigan	$0	-$4.8M	–	Closed
4055	MCM Massar Capital Management Stamford, Connecticut	$0	-$5.29M	–	Closed
4056	MC McCarthy & Cox Marysville, Ohio	$0	-$224K	–	Closed
4057	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$0	-$1.05M	–	Closed
4058	MCM Monument Capital Management Alexandria, Virginia	$0	-$2.55M	–	Closed
4059	MIM Morningstar Investment Management Chicago, Illinois	$0	-$20.6M	–	Closed
4060	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$0	-$16.7M	–	Closed
4061	NIG NFJ Investment Group Dallas, Texas	$0	-$21.7K	–	Closed
4062	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$0	-$9.53M	–	Closed
4063	NCM Northwest Capital Management Lake Oswego, Oregon	$0	-$1.71K	–	Closed
4064	Old Mission Capital Chicago, Illinois	$0	-$1.54M	–	Closed
4065	Optiver Holding Amsterdam, Netherlands	$0	-$5.25M	–	Closed
4066	OCM Orser Capital Management Southlake, Texas	$0	-$1.44M	–	Closed
4067	Ossiam Paris, France	$0	-$1.76M	–	Closed
4068	PPA Painted Porch Advisors Santa Barbara, California	$0	-$57.4K	–	Closed
4069	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$0	-$210K	–	Closed
4070	PSFG Park Square Financial Group Roswell, Georgia	$0	-$27.3K	–	Closed
4071	PCM Perritt Capital Management Chicago, Illinois	$0	-$4.52K	–	Closed
4072	P Pitcairn Conshohocken, Pennsylvania	$0	-$4.65M	–	Closed
4073	PS Planned Solutions Folsom, California	$0	-$207K	–	Closed
4074	PCMH Polymer Capital Management (HK) Hong Kong	$0	-$4.39M	–	Closed
4075	PP Postrock Partners Overland Park, Oregon	$0	-$202K	–	Closed