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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
1751	ACM Alethea Capital Management Mercer Island, Washington	$0	-$432K	–	Closed
1752	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$0	-$357K	–	Closed
1753	ABC Anchor Bolt Capital Chicago, Illinois	$0	-$6.79M	–	Closed
1754	AHS Aspiriant Holdings S3 Los Angeles, California	$0	-$203K	–	Closed
1755	Belvedere Trading Chicago, Illinois	$0	-$2.87M	–	Closed
1756	BWM Bernicke Wealth Management Altoona, Wisconsin	$0	-$931K	–	Closed
1757	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$0	-$212K	–	Closed
1758	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$7K	–	Closed
1759	BPM Bronson Point Management Fairfield, Connecticut	$0	-$17.7M	–	Closed
1760	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$11.5M	–	Closed
1761	CCM Cadian Capital Management New York	$0	-$10.1M	–	Closed
1762	Capital Fund Management (CFM) Paris, France	$0	-$4.25M	–	Closed
1763	CL CFS LLC Oklahoma City, Oklahoma	$0	-$315K	–	Closed
1764	CI Global Investments Oakland, California	$0	-$34.5M	–	Closed
1765	CIM CIM Investment Management Pittsburgh, Pennsylvania	$0	-$985K	–	Closed
1766	Conestoga Capital Advisors Wayne, Pennsylvania	$0	-$274K	–	Closed
1767	C WorldWide Group Copenhagen, Denmark	$0	-$3.46M	–	Closed
1768	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$1.65M	–	Closed
1769	EVC Eidelman Virant Capital Saint Louis, Missouri	$0	-$1.96M	–	Closed
1770	EPM Equitec Proprietary Markets Chicago, Illinois	$0	-$1.22M	–	Closed
1771	EA Euclid Advisors Hartford, Connecticut	$0	-$2.78M	–	Closed
1772	FSA Financial Sense Advisors San Diego, California	$0	-$214K	–	Closed
1773	FDS First Dallas Securities Dallas, Texas	$0	-$221K	–	Closed
1774	FCM Firsthand Capital Management San Jose, California	$0	-$288K	–	Closed
1775	FIM Friedberg Investment Management Houston, Texas	$0	-$1.83M	–	Closed