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 |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1826 |
SMC
Smith, Moore & Co
Clayton,
Missouri
| $0 | -$179K | 0 | – | Closed |
|
| 1827 |
Soros Fund Management
New York
| $0 | -$267K | 0 | – | Closed |
|
| 1828 |
State of Alaska Department of Revenue
Juneau,
Alaska
| $0 | -$5.47M | 0 | – | Closed |
|
| 1829 |
SRAM
Stone Ridge Asset Management
New York
| $0 | -$221K | 0 | – | Closed |
|
| 1830 |
TCB
Texas Capital Bancshares
Dallas,
Texas
| $0 | -$215K | 0 | – | Closed |
|
| 1831 |
TCM
Tran Capital Management
San Rafael,
California
| $0 | -$4.74M | 0 | – | Closed |
|
| 1832 |
TI
Turner Investments
Berwyn,
Pennsylvania
| $0 | -$925K | 0 | – | Closed |
|
| 1833 |
VAM
Verity Asset Management
Durham,
North Carolina
| $0 | -$2.13M | 0 | – | Closed |
|
| 1834 |
WCM
Wallace Capital Management
Dallas,
Texas
| $0 | -$425K | 0 | – | Closed |
|
| 1835 |
Waverly Advisors
Birmingham,
Alabama
| $0 | -$379K | 0 | – | Closed |
|
| 1836 |
Whitebox Advisors
Minneapolis,
Minnesota
| $0 | -$3.83M | 0 | – | Closed |
|
| 1837 |
WI
WHV Investments
San Francisco,
California
| $0 | -$179K | 0 | – | Closed |
|