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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	Theme Stocks	% of Portfolio	Status
1526	ICM ICC Capital Management Orlando, Florida	$0	-$6.71M	0	–	Closed
1527	I2I Insight 2811 Inc Chicago, Illinois	$0	-$9K	0	–	Closed
1528	JGC J. Goldman & Co New York	$0	-$6.43M	0	–	Closed
1529	LTI Laffer Tengler Investments Nashville, Tennessee	$0	-$4.91M	0	–	Closed
1530	LAM Lingohr Asset Management Duesseldorf, Germany	$0	-$1.9M	0	–	Closed
1531	LWM Lyons Wealth Management Winter Park, Florida	$0	-$489K	0	–	Closed
1532	MIM Macroview Investment Management Bethesda, Maryland	$0	-$2K	0	–	Closed
1533	MAI Marble Arch Investments New York	$0	-$12.5M	0	–	Closed
1534	MWAM Mariner Wealth Advisors (Madison) Overland Park, Kansas	$0	$0	1	0%	Maintained
1535	MLL Moody Lynn & Lieberson Boston, Massachusetts	$0	-$234K	0	–	Closed
1536	MIS Morningstar Investment Services Chicago, Illinois	$0	-$230K	0	–	Closed
1537	Needham Investment Management New York	$0	-$985K	0	–	Closed
1538	New Mexico Educational Retirement Board Santa Fe, New Mexico	$0	-$16.5M	0	–	Closed
1539	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$2.92M	0	–	Closed
1540	NMLIC Northwestern Mutual Life Insurance Company Milwaukee, Wisconsin	$0	-$5K	0	–	Closed
1541	PCM Parameter Capital Management Stamford, Connecticut	$0	-$6.51M	0	–	Closed
1542	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$285K	0	–	Closed
1543	PFC Phocas Financial Corp Alameda, California	$0	-$202K	0	–	Closed
1544	PSC Prentiss Smith & Co Brattleboro, Vermont	$0	-$5K	0	–	Closed
1545	Raymond James Financial Services Advisors St. Petersburg, Florida	$0	-$5.63M	0	–	Closed
1546	SCA Salient Capital Advisors Houston, Texas	$0	-$213K	0	–	Closed
1547	SAM Scopus Asset Management New York	$0	-$7.11M	0	–	Closed
1548	SCI Seneca Capital Investments New York	$0	-$2.44M	0	–	Closed
1549	SCM SG Capital Management Chicago, Illinois	$0	-$1.91M	0	–	Closed
1550	SBCM Silver Bridge Capital Management Boston, Massachusetts	$0	-$4.72M	0	–	Closed