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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
1901	GAMA Graticule Asia Macro Advisors New York	$0	-$7.71M	–	Closed
1902	GIM Greystone Investment Management Cincinnati, Ohio	$0	-$204K	–	Closed
1903	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$535K	–	Closed
1904	I2I Insight 2811 Inc Chicago, Illinois	$0	-$630K	–	Closed
1905	ICM Ionic Capital Management New York	$0	-$1.4M	–	Closed
1906	JFA Johanson Financial Advisors Campbell, California	$0	-$299K	–	Closed
1907	Klingman & Associates New York	$0	-$14K	–	Closed
1908	LTI Laffer Tengler Investments Nashville, Tennessee	$0	-$3.5M	–	Closed
1909	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$0	-$393K	–	Closed
1910	LWA Lenox Wealth Advisors New York	$0	-$25K	–	Closed
1911	LA Lucus Advisors New York	$0	-$794K	–	Closed
1912	Magnetar Financial Evanston, Illinois	$0	-$3.63M	–	Closed
1913	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$2.08M	–	Closed
1914	MTB Mizuho Trust & Banking Tokyo, Japan	$0	-$226M	–	Closed
1915	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$610K	–	Closed
1916	Nuveen Fund Advisors Chicago, Illinois	$0	-$274K	–	Closed
1917	PC Passport Capital San Francisco, California	$0	-$7M	–	Closed
1918	Pathstone Family Office Englewood, New Jersey	$0	-$14K	–	Closed
1919	PP PDT Partners New York	$0	-$404K	–	Closed
1920	Perpetual Ltd Sydney, New South Wales, Australia	$0	-$343K	–	Closed
1921	PCM Piermont Capital Management St. Louis, Missouri	$0	-$597K	–	Closed
1922	PFG Piershale Financial Group Barrington, Illinois	$0	-$72K	–	Closed
1923	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$0	-$985K	–	Closed
1924	PCM Princeton Capital Management Red Bank, New Jersey	$0	-$322K	–	Closed
1925	PCMF Private Capital Management (Florida) Naples, Florida	$0	-$11.6M	–	Closed