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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	KSA Ken Stern & Associates San Diego, California	$0	-$231K	–	Closed
1777	KMC Kirr Marbach & Co Columbus, Indiana	$0	-$21.6M	–	Closed
1778	Letko, Brosseau & Associates Montreal, Quebec, Canada	$0	-$308K	–	Closed
1779	LD Lipe & Dalton Syracuse, New York	$0	-$210K	–	Closed
1780	LHC Lodge Hill Capital New York	$0	-$13.9M	–	Closed
1781	MAM Majedie Asset Management London, United Kingdom	$0	-$10.8M	–	Closed
1782	MFM Marianas Fund Management New York	$0	-$11.3M	–	Closed
1783	Moneta Group Investment Advisors St Louis, Missouri	$0	-$586K	–	Closed
1784	MC Montag & Caldwell Atlanta, Georgia	$0	-$223K	–	Closed
1785	NV Nair Vinay	$0	-$396K	–	Closed
1786	NEAM New England Asset Management Farmington, Connecticut	$0	-$348K	–	Closed
1787	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$1.17M	–	Closed
1788	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$5.66M	–	Closed
1789	NPF Norris Perne & French Grand Rapids, Michigan	$0	-$210K	–	Closed
1790	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$0	-$1.29M	–	Closed
1791	OCG Opus Capital Group Cincinnati, Ohio	$0	-$448K	–	Closed
1792	OAM Orinda Asset Management Lafayette, California	$0	-$126K	–	Closed
1793	PM Parametrica Management Wanchai, Hong Kong	$0	-$217K	–	Closed
1794	PWM Patriot Wealth Management Houston, Texas	$0	-$211K	–	Closed
1795	PGA Portland Global Advisors Portland, Maine	$0	-$201K	–	Closed
1796	PSC Prentiss Smith & Co Brattleboro, Vermont	$0	-$35K	–	Closed
1797	PCM Price Capital Management Lafayette, Louisiana	$0	-$954K	–	Closed
1798	Quadrature Capital London, United Kingdom	$0	-$1.79M	–	Closed
1799	Rafferty Asset Management New York	$0	-$228K	–	Closed
1800	RCM Reynolds Capital Management Las Vegas, Nevada	$0	-$322K	–	Closed