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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	LIM Lagoda Investment Management New York	$0	-$10K	–	Closed
1752	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$3.5M	–	Closed
1753	LCM Leonard Capital Management Vero Beach, Florida	$0	-$2.89M	–	Closed
1754	MSR Main Street Research Lakeville, Connecticut	$0	-$313K	–	Closed
1755	MP Manifold Partners San Francisco, California	$0	-$107K	–	Closed
1756	MC Martin Currie Edinburgh, United Kingdom	$0	-$9.23M	–	Closed
1757	MCM McMillion Capital Management Greensboro, North Carolina	$0	-$1.59M	–	Closed
1758	MA Menlo Advisors Menlo Park, California	$0	-$5.83M	–	Closed
1759	MFW Meristem Family Wealth Minnetonka, Minnesota	$0	-$323K	–	Closed
1760	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$4.75M	–	Closed
1761	Miracle Mile Advisors Los Angeles, California	$0	-$222K	–	Closed
1762	Mizuho Securities USA New York	$0	-$1.48M	–	Closed
1763	National Rural Electric Cooperative Association Arlington, Virginia	$0	-$50.1M	–	Closed
1764	NA Navellier & Associates Reno, Nevada	$0	-$401K	–	Closed
1765	NONA Ninety One North America New York	$0	-$786K	–	Closed
1766	ORI Oak Ridge Investments Chicago, Illinois	$0	-$4.03M	–	Closed
1767	OC Oarsman Capital Milwaukee, Wisconsin	$0	-$381K	–	Closed
1768	OIM Orca Investment Management Roseburg, Oregon	$0	-$389K	–	Closed
1769	Pacer Advisors Malvern, Pennsylvania	$0	-$201K	–	Closed
1770	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$0	-$245K	–	Closed
1771	PA Parkside Advisors Berkeley, California	$0	-$242K	–	Closed
1772	PC Passport Capital San Francisco, California	$0	-$1.66M	–	Closed
1773	PR Payden & Rygel Los Angeles, California	$0	-$39K	–	Closed
1774	PP Pegasus Partners Mequon, Wisconsin	$0	-$238K	–	Closed
1775	PCM Perritt Capital Management Chicago, Illinois	$0	-$410K	–	Closed