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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	HT HAP Trading New York	$0	-$19.2M	–	Closed
1802	HBK Investments Dallas, Texas	$0	-$2.61M	–	Closed
1803	HCM Highline Capital Management New York	$0	-$20.4M	–	Closed
1804	HCP Holt Capital Partners Fort Worth, Texas	$0	-$84K	–	Closed
1805	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$110K	–	Closed
1806	IC IKOS CIF Limassol, Cyprus	$0	-$487K	–	Closed
1807	IB Intrust Bank Wichita, Kansas	$0	-$243K	–	Closed
1808	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$0	-$163K	–	Closed
1809	JAM JCIC Asset Management Toronto, Ontario, Canada	$0	-$10K	–	Closed
1810	Jefferies Financial Group New York	$0	-$358K	–	Closed
1811	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$0	-$1K	–	Closed
1812	KPCM Kings Point Capital Management Great Neck, New York	$0	-$29K	–	Closed
1813	KLC Knowledge Leaders Capital Denver, Colorado	$0	-$6.69M	–	Closed
1814	Koshinski Asset Management Decatur, Illinois	$0	-$700K	–	Closed
1815	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$97K	–	Closed
1816	Meag Munich Ergo Munich, Germany	$0	-$8.81M	–	Closed
1817	MPM Meritage Portfolio Management Overland Park, Kansas	$0	-$5.39M	–	Closed
1818	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$0	-$8K	–	Closed
1819	NA Nottingham Advisors Amherst, New York	$0	-$223K	–	Closed
1820	NL NWAM LLC Mercer Island, Washington	$0	-$205K	–	Closed
1821	PAM PartnerRe Asset Management Greenwich, Connecticut	$0	-$837K	–	Closed
1822	PEAK6 Group Chicago, Illinois	$0	-$8.41M	–	Closed
1823	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$2.41M	–	Closed
1824	PointState Capital New York	$0	-$72M	–	Closed
1825	PSC Prentiss Smith & Co Brattleboro, Vermont	$0	-$10K	–	Closed