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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	SCM SOL Capital Management Rockville, Maryland	$0	-$1.54M	–	Closed
4202	SAM Soviero Asset Management New York	$0	-$2.35M	–	Closed
4203	SAM SP Asset Management Cupertino, California	$0	-$227K	–	Closed
4204	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$3.08M	–	Closed
4205	SCM Spreng Capital Management Bucyrus, Ohio	$0	-$321K	–	Closed
4206	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$678K	–	Closed
4207	SI Stirlingshire Investments New York	$0	-$207K	–	Closed
4208	SLFPAM St. Louis Financial Planners Asset Management Chesterfield, Missouri	$0	-$3.35M	–	Closed
4209	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$0	-$203K	–	Closed
4210	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$0	-$429K	–	Closed
4211	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$0	-$228K	–	Closed
4212	SPW Surience Private Wealth Yakima, Washington	$0	-$4.39M	–	Closed
4213	TSS Taylor Securities Services Harrisburg, Pennsylvania	$0	-$837K	–	Closed
4214	TAM TCP Asset Management Columbus, Ohio	$0	-$201K	–	Closed
4215	TA Teton Advisors Rye, New York	$0	-$258K	–	Closed
4216	TW Trajan Wealth Scottsdale, Arizona	$0	-$3.41M	–	Closed
4217	TWM Tumwater Wealth Management Boise, Idaho	$0	-$518K	–	Closed
4218	TPBG Turning Point Benefit Group Frederick, Maryland	$0	-$26.1K	–	Closed
4219	Two Sigma Advisers New York	$0	-$136M	–	Closed
4220	UAM Unifi Asset Management New York	$0	-$283K	–	Closed
4221	VW Vance Wealth Santa Clarita, California	$0	-$233K	–	Closed
4222	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$0	-$7.34K	–	Closed
4223	VI Versor Investments New York	$0	-$954K	–	Closed
4224	VT Volterra Technologies New York	$0	-$828K	–	Closed
4225	WPW Warther Private Wealth Akron, Ohio	$0	-$371K	–	Closed