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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
1626	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$1.7M	0	–	Closed
1627	Jennison Associates New York	$0	-$839M	0	–	Closed
1628	JHC JFB Holdings Corp Atlanta, Georgia	$0	-$50.6M	0	–	Closed
1629	JT Jump Trading Chicago, Illinois	$0	-$46.8K	0	–	Closed
1630	KP Kiltearn Partners Edinburgh, United Kingdom	$0	-$16.8M	0	–	Closed
1631	MIM Macroview Investment Management Bethesda, Maryland	$0	+$663	2	0%	New
1632	Moore Capital Management New York	$0	-$390K	0	–	Closed
1633	MLM Mount Lucas Management Newtown, Pennsylvania	$0	-$3.88M	0	–	Closed
1634	NPGCU Napier Park Global Capital (US) New York	$0	-$3.39M	0	–	Closed
1635	NIS National Investment Services Milwaukee, Wisconsin	$0	-$2.07M	0	–	Closed
1636	NPF Norris Perne & French Grand Rapids, Michigan	$0	-$709K	0	–	Closed
1637	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	-$20K	0	–	Closed
1638	NCM Novare Capital Management Charlotte, North Carolina	$0	-$230K	0	–	Closed
1639	OA Oxbow Advisors Austin, Texas	$0	-$1.25M	0	–	Closed
1640	PC Passport Capital San Francisco, California	$0	-$7.5M	0	–	Closed
1641	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$3.08M	0	–	Closed
1642	PCM Piermont Capital Management St. Louis, Missouri	$0	-$247K	0	–	Closed
1643	Point72 Asset Management Stamford, Connecticut	$0	-$9.81M	0	–	Closed
1644	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$827K	0	–	Closed
1645	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$347K	0	–	Closed
1646	RGI River Global Investors London, United Kingdom	$0	-$3.21M	0	–	Closed
1647	SSI Scott & Selber Inc Houston, Texas	$0	-$2.59M	0	–	Closed
1648	Sculptor Capital New York	$0	-$25.9M	0	–	Closed
1649	SCM SG Capital Management Chicago, Illinois	$0	-$6.11M	0	–	Closed
1650	SMG Spectrum Management Group Indianapolis, Indiana	$0	-$13K	0	–	Closed