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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
1951	OA Oak Associates Akron, Ohio	$0	-$2.29M	–	Closed
1952	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$403K	–	Closed
1953	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$269K	–	Closed
1954	PAM PVG Asset Management Golden, Colorado	$0	-$1.74M	–	Closed
1955	RA Rational Advisors Huntington, New York	$0	-$1.16M	–	Closed
1956	RAM Redmond Asset Management Henrico, Virginia	$0	-$713K	–	Closed
1957	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$0	-$1.59M	–	Closed
1958	Rubric Capital Management (New York) New York	$0	-$17.3M	–	Closed
1959	SAM Scopus Asset Management New York	$0	-$2.56M	–	Closed
1960	SCA Secor Capital Advisors New York	$0	-$4.68M	–	Closed
1961	SCM Shapiro Capital Management Atlanta, Georgia	$0	-$205K	–	Closed
1962	SPC Silver Point Capital Greenwich, Connecticut	$0	-$814K	–	Closed
1963	SCM SIR Capital Management New York	$0	-$2.34M	–	Closed
1964	SGAM Smith Group Asset Management Dallas, Texas	$0	-$30.8M	–	Closed
1965	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$0	-$419K	–	Closed
1966	South Texas Money Management San Antonio, Texas	$0	-$231K	–	Closed
1967	SIG Stanford Investment Group Mountain View, California	$0	-$16K	–	Closed
1968	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$253K	–	Closed
1969	SCM Stonehearth Capital Management Danvers, Massachusetts	$0	-$203K	–	Closed
1970	SC Stralem & Co New York	$0	-$526K	–	Closed
1971	SCP Syntal Capital Partners Midland, Texas	$0	-$343K	–	Closed
1972	TCM Teza Capital Management Chicago, Illinois	$0	-$652K	–	Closed
1973	TAM Tiverton Asset Management Wilimington, Delaware	$0	-$3.56M	–	Closed
1974	UBS O'Connor Chicago, Illinois	$0	-$31M	–	Closed
1975	WCM Investment Management Laguna Beach, California	$0	-$696K	–	Closed