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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	BFA Beaumont Financial Advisors Needham, Massachusetts	$0	-$9.68M	–	Closed
1777	BPIM Brant Point Investment Management New York	$0	-$3.53M	–	Closed
1778	BIM BRC Investment Management Greenwood Village, Colorado	$0	-$21.1M	–	Closed
1779	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$20K	–	Closed
1780	BA Bristlecone Advisors Bellevue, Washington	$0	-$3.5M	–	Closed
1781	CIM Calvert Investment Management Bethesda, Maryland	$0	-$360K	–	Closed
1782	Capital Fund Management (CFM) Paris, France	$0	-$9.83M	–	Closed
1783	Capital International Los Angeles, California	$0	-$671K	–	Closed
1784	Capstone Investment Advisors New York	$0	-$615K	–	Closed
1785	CD Carl Domino West Palm Beach, Florida	$0	-$212K	–	Closed
1786	CI Investments Inc Toronto, Ontario, Canada	$0	-$5.99M	–	Closed
1787	CC Clearline Capital New York	$0	-$13.1M	–	Closed
1788	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$229K	–	Closed
1789	CWM Confluence Wealth Management Portland, Oregon	$0	-$400K	–	Closed
1790	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$0	-$3.61M	–	Closed
1791	DLHL Donald L. Hagan LLC Sarasota, Florida	$0	-$124K	–	Closed
1792	DTL Dynamic Technology Lab Singapore	$0	-$1.33M	–	Closed
1793	Element Capital Management New York	$0	-$623K	–	Closed
1794	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$733K	–	Closed
1795	ECM Ensemble Capital Management San Francisco, California	$0	-$326K	–	Closed
1796	EGM Espalier Global Management New York	$0	-$2.47M	–	Closed
1797	F Filament Seattle, Washington	$0	-$200K	–	Closed
1798	FPCP Fort Point Capital Partners San Francisco, California	$0	-$250K	–	Closed
1799	GWI Grace & White Inc Ny, New York	$0	-$300K	–	Closed
1800	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$309K	–	Closed