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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	CCI Columbus Circle Investors	$0	-$32.2M	–	Closed
1927	CFSG Community Financial Services Group Newport, Vermont	$0	-$218K	–	Closed
1928	CWM Concert Wealth Management San Jose, California	$0	-$904K	–	Closed
1929	CCM Consolidated Capital Management Burbank, California	$0	-$208K	–	Closed
1930	Empowered Funds Havertown, Pennsylvania	$0	-$732K	–	Closed
1931	EM Endicott Management New York	$0	-$1.67M	–	Closed
1932	ECM Engine Capital Management New York	$0	-$75K	–	Closed
1933	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$0	-$5.52M	–	Closed
1934	FI FCM Investments Dallas, Texas	$0	-$146K	–	Closed
1935	Flow Traders U.S. New York	$0	-$244K	–	Closed
1936	FPF FNY Partners Fund New York	$0	-$187K	–	Closed
1937	FFS Founders Financial Securities Towson, Maryland	$0	-$943K	–	Closed
1938	GCA Gideon Capital Advisors New York	$0	-$424K	–	Closed
1939	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$317K	–	Closed
1940	HA Heartland Advisors Milwaukee, Wisconsin	$0	-$280K	–	Closed
1941	Investor AB Stockholm, Sweden	$0	-$1.12M	–	Closed
1942	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$4.77M	–	Closed
1943	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$574K	–	Closed
1944	KHCM Kettle Hill Capital Management New York	$0	-$1.02M	–	Closed
1945	LPT Legacy Private Trust Neenah, Wisconsin	$0	-$224K	–	Closed
1946	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$247K	–	Closed
1947	Marshall Wace Asia Central, Hong Kong	$0	-$2.49M	–	Closed
1948	MFS Monetta Financial Services Wheaton, Illinois	$0	-$723K	–	Closed
1949	Old Mission Capital Chicago, Illinois	$0	-$381K	–	Closed
1950	Penserra Capital Management Orinda, California	$0	-$151K	–	Closed