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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
1701	Capital International Los Angeles, California	$0	-$6.48M	–	Closed
1702	Capital International Inc Los Angeles, California	$0	-$1.6M	–	Closed
1703	Capital International Sarl Los Angeles, California	$0	-$2.48M	–	Closed
1704	CI CAZ Investments Houston, Texas	$0	-$828K	–	Closed
1705	CIA CCM Investment Advisers Columbia, South Carolina	$0	-$837K	–	Closed
1706	CAM Centre Asset Management New York	$0	-$382K	–	Closed
1707	CCMU Cheyne Capital Management (UK) London, United Kingdom	$0	-$555K	–	Closed
1708	CL CIM LLC Albany, New York	$0	-$218K	–	Closed
1709	CC Coastland Capital Palo Alto, California	$0	-$129M	–	Closed
1710	Coldstream Capital Management Bellevue, Washington	$0	-$2.16M	–	Closed
1711	CS Comerica Securities Detroit, Michigan	$0	-$370K	–	Closed
1712	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$7.49M	–	Closed
1713	CI Cooper Investors Melbourne, Victoria, Australia	$0	-$14.9M	–	Closed
1714	Cornerstone Investment Partners Atlanta, Georgia	$0	-$230K	–	Closed
1715	CI Cowen Inc New York	$0	-$1.15M	–	Closed
1716	DM Delphi Management Brookline, Massachusetts	$0	-$9.4M	–	Closed
1717	Destination Wealth Management Walnut Creek, California	$0	-$261K	–	Closed
1718	DCM Dinsmore Capital Management Morristown, New Jersey	$0	-$1.11M	–	Closed
1719	EVC Eidelman Virant Capital Saint Louis, Missouri	$0	-$3.37M	–	Closed
1720	Element Capital Management New York	$0	-$851K	–	Closed
1721	Employees Provident Fund Board Shah Alam, Malaysia	$0	-$3.6M	–	Closed
1722	EA Euclid Advisors Hartford, Connecticut	$0	-$19.2M	–	Closed
1723	EWM Evermay Wealth Management Arlington, Virginia	$0	-$208K	–	Closed
1724	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$0	-$333K	–	Closed
1725	FWCM First Western Capital Management Los Angeles, California	$0	-$1.22M	–	Closed