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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
1801	PS Pensionfund Sabic Sittard, Netherlands	$0	-$2.58M	–	Closed
1802	Pentwater Capital Management Naples, Florida	$0	-$362K	–	Closed
1803	POA Pergamon Offshore Advisors New York	$0	-$733K	–	Closed
1804	PTC Petrus Trust Company Dallas, Texas	$0	-$170K	–	Closed
1805	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$421K	–	Closed
1806	Polar Capital London, United Kingdom	$0	-$14.9M	–	Closed
1807	PCM Price Capital Management Lafayette, Louisiana	$0	-$823K	–	Closed
1808	PAM PVG Asset Management Golden, Colorado	$0	-$2.19M	–	Closed
1809	QC QCM Cayman Houston, Texas	$0	-$254K	–	Closed
1810	Quadrature Capital London, United Kingdom	$0	-$799K	–	Closed
1811	QIM Quest Investment Management Lake Oswego, Oregon	$0	-$5.67M	–	Closed
1812	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$187K	–	Closed
1813	SGAM Smith Group Asset Management Dallas, Texas	$0	-$2K	–	Closed
1814	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$29.2M	–	Closed
1815	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$0	-$163K	–	Closed
1816	TCA Taconic Capital Advisors New York	$0	-$5.71M	–	Closed
1817	TC Telemus Capital Southfield, Michigan	$0	-$1.88M	–	Closed
1818	TC TFS Capital West Chester, Pennsylvania	$0	-$454K	–	Closed
1819	TH Timber Hill Greenwich, Connecticut	$0	-$4.87M	–	Closed
1820	TC TradeLink Capital Chicago, Illinois	$0	-$400K	–	Closed
1821	UBS O'Connor Chicago, Illinois	$0	-$74M	–	Closed
1822	WCM Weik Capital Management Wyomissing, Pennsylvania	$0	-$209K	–	Closed
1823	YCM Yakira Capital Management Westport, Connecticut	$0	-$1.39M	–	Closed
1824	YP Yellowstone Partners Idaho Falls, Idaho	$0	-$367K	–	Closed