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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
1776	F FutureAdvisor San Francisco, California	$0	-$349K	–	Closed
1777	GCG Giovine Capital Group Santa Monica, California	$0	-$424K	–	Closed
1778	Graham Capital Management Rowayton, Connecticut	$0	-$2.47M	–	Closed
1779	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$486K	–	Closed
1780	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$1.61M	–	Closed
1781	HCM Hirzel Capital Management Dallas, Texas	$0	-$25.3M	–	Closed
1782	HIM Hutchens Investment Management Concord, New Hampshire	$0	-$27K	–	Closed
1783	IIM Ironwood Investment Management Boston, Massachusetts	$0	-$630K	–	Closed
1784	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$347K	–	Closed
1785	LS Lupo Securities Chicago, Illinois	$0	-$3.1K	–	Closed
1786	LWM Lyons Wealth Management Winter Park, Florida	$0	-$1.08M	–	Closed
1787	MIM Macroview Investment Management Bethesda, Maryland	$0	$0	–	Closed
1788	MCM Mazama Capital Management Portland, Oregon	$0	-$1.13M	–	Closed
1789	MFS McNamara Financial Services Marshfield, Massachusetts	$0	-$27K	–	Closed
1790	Meag Munich Ergo Munich, Germany	$0	-$10.1M	–	Closed
1791	MLIM Mountain Lake Investment Management Boca Raton, Florida	$0	-$1.08M	–	Closed
1792	NHFG New Harbor Financial Group Worcester, Massachusetts	$0	-$6K	–	Closed
1793	NCM Novare Capital Management Charlotte, North Carolina	$0	-$216K	–	Closed
1794	OAMG Odey Asset Management Group London, United Kingdom	$0	-$3.16M	–	Closed
1795	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$0	-$3.53M	–	Closed
1796	P Palladiem Bryn Mawr, Pennsylvania	$0	-$2K	–	Closed
1797	PAWC P.A.W. Capital Greenwich, Connecticut	$0	-$377K	–	Closed
1798	PHK Point72 Hong Kong Hong Kong	$0	-$342K	–	Closed
1799	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$50K	–	Closed
1800	RT Reliance Trust Atlanta, Georgia	$0	-$441K	–	Closed