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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
1626	FIG Fortress Investment Group New York	$0	-$2.01M	–	Closed
1627	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$0	-$844K	–	Closed
1628	GA Geller Advisors New York	$0	-$214K	–	Closed
1629	GF Gerry Farber New York	$0	-$1.35M	–	Closed
1630	GCM Glynn Capital Management Menlo Park, California	$0	-$192K	–	Closed
1631	HBK Investments Dallas, Texas	$0	-$907K	–	Closed
1632	Highbridge Capital Management New York	$0	-$27.7M	–	Closed
1633	HAM Highstreet Asset Management London, Ontario, Canada	$0	-$5.71M	–	Closed
1634	IC IKOS CIF Limassol, Cyprus	$0	-$961K	–	Closed
1635	IIM Ivory Investment Management New York	$0	-$997K	–	Closed
1636	JT Jump Trading Chicago, Illinois	$0	-$93.9K	–	Closed
1637	MSU Maple Securities USA Jersey City, New Jersey	$0	-$4.2M	–	Closed
1638	MCM Matarin Capital Management New York	$0	-$1.04M	–	Closed
1639	MI Mercer Investments Boston, Massachusetts	$0	-$187K	–	Closed
1640	MRM Michael R. Murphy	$0	-$4.91M	–	Closed
1641	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$0	-$1.52M	–	Closed
1642	NL NWAM LLC Mercer Island, Washington	$0	-$258K	–	Closed
1643	PCP Perimeter Capital Partners Atlanta, Georgia	$0	-$1.74M	–	Closed
1644	QI Quotient Investors New York	$0	-$3.76M	–	Closed
1645	RBLCM Roaring Blue Lion Capital Management Dallas, Texas	$0	-$2.72M	–	Closed
1646	RCM Rotella Capital Management Bellevue, Washington	$0	-$399K	–	Closed
1647	SCM Sandler Capital Management New York	$0	-$25.8M	–	Closed
1648	SG Somerset Group Wayzata, Minnesota	$0	-$201K	–	Closed
1649	SOAMC Spirit of America Management Corp Syosset, New York	$0	-$464K	–	Closed
1650	SAG Sterne Agee Group Birmingham, Alabama	$0	-$739K	–	Closed