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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	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$0	-$211K	–	Closed
1802	LIM Lorem Ipsum Management New York	$0	-$13.7M	–	Closed
1803	LA Lucus Advisors New York	$0	-$789K	–	Closed
1804	MAM Marquette Asset Management Minneapolis, Minnesota	$0	-$264K	–	Closed
1805	MC Mathes Company New York	$0	-$1.01M	–	Closed
1806	MCM Mazama Capital Management Portland, Oregon	$0	-$10.3M	–	Closed
1807	MC Menta Capital San Francisco, California	$0	-$1.44M	–	Closed
1808	MUS Mitsubishi UFJ Securities Tokyo, Japan	$0	-$127K	–	Closed
1809	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$3.55M	–	Closed
1810	PR Payden & Rygel Los Angeles, California	$0	-$44K	–	Closed
1811	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$414K	–	Closed
1812	PNAA Pictet North America Advisors Geneva 73, Switzerland	$0	-$251K	–	Closed
1813	PGA Portland Global Advisors Portland, Maine	$0	-$205K	–	Closed
1814	RDM Retirement Design & Management Westport, Connecticut	$0	-$1.06M	–	Closed
1815	RWM Rezny Wealth Management Fort Myers, Florida	$0	-$2K	–	Closed
1816	RCM Rotella Capital Management Bellevue, Washington	$0	-$206K	–	Closed
1817	RCMC Rubric Capital Management (Connecticut) Stamford, Connecticut	$0	-$51.8M	–	Closed
1818	RAM RWC Asset Management London, United Kingdom	$0	-$16.1M	–	Closed
1819	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$5.93M	–	Closed
1820	Sarasin & Partners London, United Kingdom	$0	-$18M	–	Closed
1821	SCP Scoria Capital Partners Stamford, Connecticut	$0	-$5.87M	–	Closed
1822	SCA Secor Capital Advisors New York	$0	-$271K	–	Closed
1823	SWA SFMG Wealth Advisors Plano, Texas	$0	-$640K	–	Closed
1824	SAM Shamrock Asset Management Dallas, Texas	$0	-$48.4K	–	Closed
1825	Simplicity Solutions Minneapolis, Minnesota	$0	-$1.83M	–	Closed