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 | |
|---|---|---|---|---|---|---|---|
| 1651 |
SCG
Strategic Capital Group
Gig Harbor,
Washington
| $0 | -$26K | 0 | – | Closed |
|
| 1652 |
TCM
TD Capital Management
Memphis,
Tennessee
| $0 | -$123K | 0 | – | Closed |
|
| 1653 |
TAM
THB Asset Management
Norwalk,
Connecticut
| $0 | -$3.73M | 0 | – | Closed |
|
| 1654 |
TAS
TIFF Advisory Services
Radnor,
Pennsylvania
| $0 | -$295K | 0 | – | Closed |
|
| 1655 |
UIM
Underhill Investment Management
Greenbrae,
California
| $0 | -$924K | 0 | – | Closed |
|
| 1656 |
VFAM
Valley Forge Asset Management
King Of Prussia,
Pennsylvania
| $0 | -$18.9M | 0 | – | Closed |
|
| 1657 |
VF
Virtu Financial
New York
| $0 | -$323K | 0 | – | Closed |
|
| 1658 |
VAM
Visionary Asset Management
Houston,
Texas
| $0 | -$663K | 0 | – | Closed |
|
| 1659 |
WC
Wexford Capital
West Palm Beach,
Florida
| $0 | -$4.31M | 0 | – | Closed |
|
| 1660 |
ZIM
ZPR Investment Management
Orange City,
Florida
| $0 | -$3.73M | 0 | – | Closed |
|