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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
4201	TIAAOA Teachers Insurance & Annuity Association of America New York	$0	-$2.12K	–	Closed
4202	TFG Team Financial Group Temecula, California	$0	-$56.1K	–	Closed
4203	TCM Thomist Capital Management Houston, Texas	$0	-$3.98M	–	Closed
4204	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$0	-$146K	–	Closed
4205	TFA Tobias Financial Advisors Plantation, Florida	$0	-$584K	–	Closed
4206	TWM TopTier Wealth Management Muskego, Wisconsin	$0	-$116K	–	Closed
4207	TCM Tran Capital Management San Rafael, California	$0	-$1.22M	–	Closed
4208	TCG Transcendent Capital Group Edmond, Oklahoma	$0	-$266K	–	Closed
4209	TIG Tribune Investment Group New York	$0	-$2.25M	–	Closed
4210	TS Triglav Skladi Ljubljana, Slovenia	$0	-$12.5M	–	Closed
4211	TI TTP Investments San Jose, California	$0	-$223K	–	Closed
4212	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$1.98M	–	Closed
4213	VC VarCov Co Darien, Connecticut	$0	-$586K	–	Closed
4214	Viking Global Investors Stamford, Connecticut	$0	-$88.8M	–	Closed
4215	VCM Vivaldi Capital Management Chicago, Illinois	$0	-$1.08M	–	Closed
4216	WLC Walnut Level Capital Denver, Colorado	$0	-$1.19M	–	Closed
4217	WCM Warburton Capital Management Tulsa, Oklahoma	$0	-$266K	–	Closed
4218	WI WBI Investments Red Bank, New Jersey	$0	-$706K	–	Closed
4219	WG Wellington Group Indianapolis, Indiana	$0	-$117K	–	Closed
4220	WB West Bancorporation West Des Moines, Iowa	$0	-$293K	–	Closed
4221	Westfield Capital Management Boston, Massachusetts	$0	-$110M	–	Closed
4222	WLG Williamson Legacy Group Carmel, Indiana	$0	-$2.5M	–	Closed
4223	WJA Willis Johnson & Associates Houston, Texas	$0	-$295K	–	Closed
4224	WWM WJ Wealth Management Glendale, Arizona	$0	-$403K	–	Closed
4225	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$0	-$18.8M	–	Closed