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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	CC Chanos & Company New York	$0	-$6.45M	–	Closed
1777	CIBC World Markets New York	$0	-$4.05M	–	Closed
1778	CC Cornerstone Capital Palo Alto, California	$0	-$217K	–	Closed
1779	CI Cowen Inc New York	$0	-$381K	–	Closed
1780	CCS Crosspoint Capital Strategies Orinda, California	$0	-$90K	–	Closed
1781	CC Curian Capital Denver, Colorado	$0	-$3.69M	–	Closed
1782	DFO Duquesne Family Office New York	$0	-$25.6M	–	Closed
1783	Engineers Gate Manager New York	$0	-$535K	–	Closed
1784	FP FDO Partners Cambridge, Massachusetts	$0	-$1.08M	–	Closed
1785	FSA Financial Sense Advisors San Diego, California	$0	-$323K	–	Closed
1786	FHAM Folger Hill Asset Management New York	$0	-$2.06M	–	Closed
1787	FI FormulaFolio Investments Grand Rapids, Michigan	$0	-$263K	–	Closed
1788	Första AP-fonden Stockholm, Sweden	$0	-$91.6M	–	Closed
1789	FC Forte Capital Rochester, New York	$0	-$208K	–	Closed
1790	FL Fort LP Chevy Chase, Maryland	$0	-$926K	–	Closed
1791	GCM Glaxis Capital Management Sarasota, Florida	$0	-$2.08M	–	Closed
1792	Handelsbanken Fonder Stockholm, Sweden	$0	-$5.32M	–	Closed
1793	HA Harfst & Associates Sheridan, Wyoming	$0	-$120K	–	Closed
1794	HW Hedeker Wealth Lincolnshire, Illinois	$0	-$2K	–	Closed
1795	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$283K	–	Closed
1796	HS HighVista Strategies Boston, Massachusetts	$0	-$904K	–	Closed
1797	HI Honeywell International Charlotte, North Carolina	$0	-$30.3M	–	Closed
1798	I IberiaBank Lafayette, Louisiana	$0	-$567K	–	Closed
1799	IAM Impala Asset Management Palm Beach, Florida	$0	-$3.57M	–	Closed
1800	LG LaFleur & Godfrey Grand Rapids, Michigan	$0	-$385K	–	Closed