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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	PFC Phocas Financial Corp Alameda, California	$0	-$228K	–	Closed
1777	PBT Pictet Bank & Trust Nassau, Bahamas	$0	-$222K	–	Closed
1778	PWP Private Wealth Partners Mill Valley, California	$0	-$1.09M	–	Closed
1779	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$0	-$39.1M	–	Closed
1780	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$1.38M	–	Closed
1781	RC Randolph Company Cincinnati, Ohio	$0	-$921K	–	Closed
1782	RWM RKL Wealth Management Lancaster, Pennsylvania	$0	-$5.38M	–	Closed
1783	RSS Rosenblum Silverman Sutton San Francisco, California	$0	-$5.53M	–	Closed
1784	RCM Roystone Capital Management New York	$0	-$161M	–	Closed
1785	R RQSI Nassau, Bahamas	$0	-$838K	–	Closed
1786	RS Investment Management San Francisco, California	$0	-$55.4M	–	Closed
1787	Ruane, Cunniff & Goldfarb New York	$0	-$208K	–	Closed
1788	RCG Ruggie Capital Group Tavares, Florida	$0	-$5K	–	Closed
1789	SSI Scott & Selber Inc Houston, Texas	$0	-$216K	–	Closed
1790	SWM Segment Wealth Management Houston, Texas	$0	-$226K	–	Closed
1791	Sequoia Financial Advisors Akron, Ohio	$0	-$265K	–	Closed
1792	SJL Shayne & Jacobs LLC Nashville, Tennessee	$0	-$234K	–	Closed
1793	SCA Sippican Capital Advisors Boston, Massachusetts	$0	-$208K	–	Closed
1794	SCM SIR Capital Management New York	$0	-$3.81M	–	Closed
1795	SMC S. Muoio & Co New York	$0	-$98K	–	Closed
1796	SCM Stonehearth Capital Management Danvers, Massachusetts	$0	-$222K	–	Closed
1797	SCA Strategic Capital Alternatives Gig Harbor, United States	$0	-$196K	–	Closed
1798	SSG Summit Securities Group New York	$0	-$11K	–	Closed
1799	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$0	-$16K	–	Closed
1800	TNB Thomasville National Bank Thomasville, Georgia	$0	-$201K	–	Closed