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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
1926	PWP Private Wealth Partners Mill Valley, California	$0	-$240K	–	Closed
1927	Quadrature Capital London, United Kingdom	$0	-$15M	–	Closed
1928	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$541K	–	Closed
1929	Rafferty Asset Management New York	$0	-$2.08M	–	Closed
1930	RT Reliance Trust Atlanta, Georgia	$0	-$214K	–	Closed
1931	Ronald Blue & Co Roswell, Georgia	$0	-$430K	–	Closed
1932	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$0	-$43.4K	–	Closed
1933	SIG Schooner Investment Group Wayne, Pennsylvania	$0	-$205K	–	Closed
1934	SH SeaTown Holdings Singapore	$0	-$11.1M	–	Closed
1935	ST Sentinel Trust Houston, Texas	$0	-$326K	–	Closed
1936	SAM Solaris Asset Management New York	$0	-$21K	–	Closed
1937	Tiedemann Advisors New York	$0	-$1.28M	–	Closed
1938	TG TLP Group Evanston, Illinois	$0	-$191K	–	Closed
1939	Troy Asset Management London, United Kingdom	$0	-$1.22M	–	Closed
1940	Twin Tree Management Dallas, Texas	$0	-$872K	–	Closed
1941	VVP Vulcan Value Partners Birmingham, Alabama	$0	-$147M	–	Closed