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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
4076	PTEAP Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland	$0	-$15.5M	–	Closed
4077	PWG Private Wealth Group Tampa, Florida	$0	-$228K	–	Closed
4078	PIM Profit Investment Management North Bethesda, Maryland	$0	-$3.7M	–	Closed
4079	PAM PVG Asset Management Golden, Colorado	$0	-$223K	–	Closed
4080	QPBE Quintet Private Bank (Europe) Luxembourg	$0	-$1.44K	–	Closed
4081	Raiffeisen Bank International Vienna, Austria	$0	-$1.04M	–	Closed
4082	RW REDW Wealth Albuquerque, New Mexico	$0	-$365K	–	Closed
4083	RCW Rheos Capital Works Tokyo, Japan	$0	-$18.1M	–	Closed
4084	RBA Richard Bernstein Advisors New York	$0	-$6.4M	–	Closed
4085	RA Rodgers & Associates Lancaster, Pennsylvania	$0	-$208K	–	Closed
4086	Rokos Capital Management (UK) London, United Kingdom	$0	-$91.6M	–	Closed
4087	SMH Sanders Morris Harris Houston, Texas	$0	-$1.57M	–	Closed
4088	SCHF (GPE) Wilson, Wyoming	$0	-$3.23M	–	Closed
4089	SAM Seelaus Asset Management Chatham, New Jersey	$0	-$442K	–	Closed
4090	SCM Semanteon Capital Management Newton, Massachusetts	$0	-$567K	–	Closed
4091	SCP Sender Company & Partners New York	$0	-$572K	–	Closed
4092	SM Senvest Management New York	$0	-$11.1M	–	Closed
4093	SCM SG Capital Management Chicago, Illinois	$0	-$8.14M	–	Closed
4094	SOAG Silver Oak Advisory Group Portland, Oregon	$0	-$303K	–	Closed
4095	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$0	-$10.7M	–	Closed
4096	SC Stance Capital Boston, Massachusetts	$0	-$103K	–	Closed
4097	SCM Steadfast Capital Management New York	$0	-$11.1M	–	Closed
4098	SM Stonegate Management Lake Forest, Illinois	$0	-$1.1M	–	Closed
4099	Stonehage Fleming Financial Services St. Helier, Jersey	$0	-$201K	–	Closed
4100	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$0	-$238K	–	Closed