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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	CAM CMT Asset Management Chicago, Illinois	$0	-$767K	–	Closed
1752	CPA Columbia Pacific Advisors Seattle, Washington	$0	-$398K	–	Closed
1753	CCM Condor Capital Management Martinsville, New Jersey	$0	-$1.19M	–	Closed
1754	CIC Cornercap Investment Counsel Atlanta, Georgia	$0	-$6.39M	–	Closed
1755	DAL David A. Lorber	$0	-$250K	–	Closed
1756	Davidson Kempner Capital Management New York	$0	-$1.08M	–	Closed
1757	DA Denali Advisors San Diego, California	$0	-$3.09M	–	Closed
1758	Discovery Capital Management South Norwalk, Connecticut	$0	-$28.5M	–	Closed
1759	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$0	-$2.89M	–	Closed
1760	DLHL Donald L. Hagan LLC Sarasota, Florida	$0	-$102K	–	Closed
1761	DVM Dreman Value Management West Palm Beach, Florida	$0	-$5.52M	–	Closed
1762	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$1.22M	–	Closed
1763	EIA Edgemoor Investment Advisors Bethesda, Maryland	$0	-$1.04M	–	Closed
1764	EDRPMB Edmond de Rothschild Private Merchant Banking London, United Kingdom	$0	-$756K	–	Closed
1765	EPM Equitec Proprietary Markets Chicago, Illinois	$0	-$9.89M	–	Closed
1766	ETM Euclidean Technologies Management Seattle, Washington	$0	-$378K	–	Closed
1767	FA Financial Advantage Columbia, Maryland	$0	-$89K	–	Closed
1768	FNYS First New York Securities New York	$0	-$5.99M	–	Closed
1769	FCG FrontFour Capital Group Greenwich, Connecticut	$0	-$5.46M	–	Closed
1770	GC Garde Capital Seattle, Washington	$0	-$698K	–	Closed
1771	GCA Gideon Capital Advisors New York	$0	-$518K	–	Closed
1772	GAM Gould Asset Management Claremont, California	$0	-$267K	–	Closed
1773	GWM Greenwich Wealth Management Greenwich, Connecticut	$0	-$387K	–	Closed
1774	HT HAP Trading New York	$0	-$1.98M	–	Closed
1775	Hudson Bay Capital Management Stamford, Connecticut	$0	-$1.16M	–	Closed