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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
1826	QC QCM Cayman Houston, Texas	$0	-$313K	–	Closed
1827	Rafferty Asset Management New York	$0	-$2.57M	–	Closed
1828	RP Raiff Partners New York	$0	-$200K	–	Closed
1829	RCA Rex Capital Advisors Providence, Rhode Island	$0	-$241K	–	Closed
1830	RS Investment Management San Francisco, California	$0	-$8.19M	–	Closed
1831	SC Searle & Co Greenwich, Connecticut	$0	-$1.26M	–	Closed
1832	SCM Segantii Capital Management Hong Kong	$0	-$22K	–	Closed
1833	SCM Shapiro Capital Management Atlanta, Georgia	$0	-$252K	–	Closed
1834	SAMC Spectrum Asset Management (California) Newport Beach, California	$0	-$1.03M	–	Closed
1835	SMG Spectrum Management Group Indianapolis, Indiana	$0	-$24K	–	Closed
1836	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$3.24M	–	Closed
1837	SCM Stonehearth Capital Management Danvers, Massachusetts	$0	-$215K	–	Closed
1838	TC TFS Capital West Chester, Pennsylvania	$0	-$703K	–	Closed
1839	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$0	-$30M	–	Closed
1840	TH Timber Hill Greenwich, Connecticut	$0	-$6.36M	–	Closed
1841	TC TradeLink Capital Chicago, Illinois	$0	-$342K	–	Closed
1842	TFA Transamerica Financial Advisors St. Petersburg, Florida	$0	-$63K	–	Closed
1843	TMC Trellus Management Company Delray Beach, Florida	$0	-$278K	–	Closed
1844	UFA US Financial Advisors Braintree, Massachusetts	$0	-$6K	–	Closed
1845	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$0	-$229K	–	Closed
1846	Westfield Capital Management Boston, Massachusetts	$0	-$3.57M	–	Closed