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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	SIC Schwartz Investment Counsel Plymouth, Michigan	$0	-$813K	–	Closed
1827	Sculptor Capital New York	$0	-$119M	–	Closed
1828	SAM Sunnymeath Asset Management Red Bank, New Jersey	$0	-$29K	–	Closed
1829	Third Point New York	$0	-$83.4M	–	Closed
1830	TNB Thomasville National Bank Thomasville, Georgia	$0	-$641K	–	Closed
1831	TC Toews Corporation Northfield, New Jersey	$0	-$971K	–	Closed
1832	TI Turner Investments Berwyn, Pennsylvania	$0	-$287K	–	Closed
1833	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$175K	–	Closed
1834	UAS United Asset Strategies Garden City, New York	$0	-$205K	–	Closed
1835	VF Virtu Financial New York	$0	-$262K	–	Closed
1836	VAM Visium Asset Management New York	$0	-$6.9M	–	Closed
1837	VBCP Vollero Beach Capital Partners New York	$0	-$1.64M	–	Closed
1838	Voloridge Investment Management Jupiter, Florida	$0	-$27.3M	–	Closed
1839	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$6.68M	–	Closed
1840	WIC Water Island Capital New York	$0	-$8K	–	Closed
1841	Waverton Investment Management London, United Kingdom	$0	-$1.68M	–	Closed
1842	WAM Weatherly Asset Management Del Mar, California	$0	-$336K	–	Closed
1843	Weiss Multi-Strategy Advisers New York	$0	-$5.82M	–	Closed
1844	WI Wintrust Investments Chicago, Illinois	$0	-$47K	–	Closed
1845	Wolverine Asset Management Chicago, Illinois	$0	-$6.67M	–	Closed