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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	AGM Alpine Global Management New York	$0	-$9.08M	0	–	Closed
1727	AFIA America First Investment Advisors Omaha, Nebraska	$0	-$14K	0	–	Closed
1728	AAM Ardevora Asset Management London, United Kingdom	$0	-$9.81M	0	–	Closed
1729	Aristeia Capital Greenwich, Connecticut	$0	-$7.75M	0	–	Closed
1730	Aspiriant LLC Los Angeles, California	$0	-$1.17M	0	–	Closed
1731	AAM Aureus Asset Management Boston, Massachusetts	$0	-$262K	0	–	Closed
1732	AIM Avity Investment Management Greenwich, Connecticut	$0	-$212K	0	–	Closed
1733	BC Banced Corp Edwardsville, Illinois	$0	-$267K	0	–	Closed
1734	BAM Baring Asset Management London, United Kingdom	$0	-$252K	0	–	Closed
1735	BPCM Beach Point Capital Management Santa Monica, California	$0	-$13M	0	–	Closed
1736	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	+$183	1	0%	New
1737	BS Bessemer Securities New York	$0	-$3.21M	0	–	Closed
1738	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$0	-$4.25M	0	–	Closed
1739	Brookstone Capital Management Wheaton, Illinois	$0	-$123K	0	–	Closed
1740	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$5.38M	0	–	Closed
1741	BWP BSW Wealth Partners Boulder, Colorado	$0	-$241K	0	–	Closed
1742	CW Cabot-Wellington Boston, Massachusetts	$0	-$5.54M	0	–	Closed
1743	CP Camelot Portfolios Maumee, Ohio	$0	-$242K	0	–	Closed
1744	CIA Capital Impact Advisors Boston, Massachusetts	$0	-$467K	0	–	Closed
1745	CC Carlson Capital Dallas, Texas	$0	-$19.8M	0	–	Closed
1746	CWM Catamount Wealth Management Westport, Connecticut	$0	-$4K	0	–	Closed
1747	CSMF Charles Stewart Mott Foundation Flint, Michigan	$0	-$332K	0	–	Closed
1748	CC Chubb Corp Warren, New Jersey	$0	-$24.9M	0	–	Closed
1749	CP Cinque Partners Los Angeles, California	$0	-$513K	0	–	Closed
1750	CEI Clark Estates Inc New York	$0	-$3.32M	0	–	Closed