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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
1726	DCM Dean Capital Management Overland Park, Kansas	$0	-$37K	0	–	Closed
1727	DIA Dean Investment Associates Beavercreek, Ohio	$0	-$656K	0	–	Closed
1728	DWA Dorsey Wright & Associates Pasadena, California	$0	-$1.71M	0	–	Closed
1729	EMA Efficient Market Advisors San Diego, California	$0	-$1K	0	–	Closed
1730	EC Eminence Capital New York	$0	-$74.5M	0	–	Closed
1731	FC Fairpointe Capital Chicago, Illinois	$0	-$13.5M	0	–	Closed
1732	FIM Fernwood Investment Management Quincy, Massachusetts	$0	-$2.37M	0	–	Closed
1733	FAT First American Trust Santa Ana, California	$0	-$217K	0	–	Closed
1734	FMA FNY Managed Accounts New York	$0	-$79.2K	0	–	Closed
1735	GCA Gideon Capital Advisors New York	$0	-$3.86M	0	–	Closed
1736	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$0	-$229K	0	–	Closed
1737	HCM Holland Capital Management Chicago, Illinois	$0	-$49.9M	0	–	Closed
1738	HCM Hollencrest Capital Management Newport Beach, California	$0	-$202K	0	–	Closed
1739	Hotchkis & Wiley Capital Management Los Angeles, California	$0	-$103M	0	–	Closed
1740	HHC Hutchin Hill Capital New York	$0	-$8.55M	0	–	Closed
1741	IPC Independent Portfolio Consultants Boca Raton, Florida	$0	-$7K	0	–	Closed
1742	IAM Integre Asset Management New York	$0	-$508K	0	–	Closed
1743	Jasper Ridge Partners Menlo Park, California	$0	-$586K	0	–	Closed
1744	Laurion Capital Management New York	$0	-$243K	0	–	Closed
1745	LMAM Legg Mason Asset Management Tokyo, Japan	$0	-$1.98M	0	–	Closed
1746	LBG Lloyds Banking Group London, United Kingdom	$0	-$4.38M	0	–	Closed
1747	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$2.11M	0	–	Closed
1748	LFM Lumina Fund Management New York	$0	-$486K	0	–	Closed
1749	MIM Macroview Investment Management Bethesda, Maryland	$0	$0	2	0%	Maintained
1750	MSR Main Street Research Lakeville, Connecticut	$0	-$6.19M	0	–	Closed