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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
4176	OC Opal Capital Boca Raton, Florida	$0	-$519K	–	Closed
4177	OWA ORBA Wealth Advisors Chicago, Illinois	$0	-$492K	–	Closed
4178	Orbis Allan Gray Hamilton, Bermuda	$0	-$79.2M	–	Closed
4179	OP Oslo Pensjonsforsikring Oslo,	$0	-$842K	–	Closed
4180	PMIA Patrick Mauro Investment Advisor Oak Brook, Illinois	$0	-$6.25M	–	Closed
4181	PC PCB Capital East Brunswick, New Jersey	$0	-$281K	–	Closed
4182	PPG Peak Planning Group Centennial, Colorado	$0	-$271K	–	Closed
4183	PLU Performa Ltd (US) Charleston, South Carolina	$0	-$6.85K	–	Closed
4184	PA PharVision Advisers Boca Raton, Florida	$0	-$213K	–	Closed
4185	PFM Phillips Financial Management Fort Wayne, Indiana	$0	-$246K	–	Closed
4186	PWM Pinnacle Wealth Management Roseville, California	$0	-$1.64M	–	Closed
4187	PCM Pinnbrook Capital Management New York	$0	-$15.2M	–	Closed
4188	QWM QP Wealth Management Eatontown, New Jersey	$0	-$238K	–	Closed
4189	QA Quattro Advisors Pittsburgh, Pennsylvania	$0	-$90.4K	–	Closed
4190	RFW Rainier Family Wealth Tacoma, Washington	$0	-$205K	–	Closed
4191	RAM Ramirez Asset Management New York	$0	-$43K	–	Closed
4192	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$183K	–	Closed
4193	R Rebalance Palo Alto, California	$0	-$201K	–	Closed
4194	RR Robotti Robert	$0	-$779K	–	Closed
4195	SC Sagefield Capital Dallas, Texas	$0	-$6.04M	–	Closed
4196	SMA Sage Mountain Advisors Atlanta, Georgia	$0	-$3.42M	–	Closed
4197	SCP Sandhill Capital Partners Buffalo, New York	$0	-$528K	–	Closed
4198	SIM Sentry Investment Management Stevens Point, Wisconsin	$0	-$966K	–	Closed
4199	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$0	-$53M	–	Closed
4200	SC SMA Capital New York	$0	-$9.87M	–	Closed