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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	Theme Stocks	% of Portfolio	Status
1951	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$0	-$225K	0	–	Closed
1952	CG Clinton Group New York	$0	-$241K	0	–	Closed
1953	Dana Investment Advisors Waukesha, Wisconsin	$0	-$282K	0	–	Closed
1954	DCCA D.C. Capital Advisors New York	$0	-$257K	0	–	Closed
1955	DPA Delphi Private Advisors San Diego, California	$0	-$23K	0	–	Closed
1956	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$0	-$830K	0	–	Closed
1957	DF Donoghue Forlines Boston, Massachusetts	$0	-$2.25M	0	–	Closed
1958	EC Engaged Capital Newport Beach, California	$0	-$3.57M	0	–	Closed
1959	FHC First Heartland Consultants Lake St. Louis, Missouri	$0	-$290K	0	–	Closed
1960	FHAM Folger Hill Asset Management New York	$0	-$745K	0	–	Closed
1961	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$0	-$230K	0	–	Closed
1962	FFW Fusion Family Wealth Woodbury, New York	$0	-$6K	0	–	Closed
1963	GC Gilbert & Cook West Des Moines, Iowa	$0	-$289K	0	–	Closed
1964	GCM Glaxis Capital Management Sarasota, Florida	$0	-$734K	0	–	Closed
1965	GAMA Graticule Asia Macro Advisors New York	$0	-$2.91M	0	–	Closed
1966	GIM Greystone Investment Management Cincinnati, Ohio	$0	-$201K	0	–	Closed
1967	GCMG Gyroscope Capital Management Group Naples, Florida	$0	-$333K	0	–	Closed
1968	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$1.33M	0	–	Closed
1969	IAS INR Advisory Services Media, Pennsylvania	$0	-$2K	0	–	Closed
1970	IFWM Institute for Wealth Management Denver, Colorado	$0	-$522K	0	–	Closed
1971	LWA Lenox Wealth Advisors New York	$0	+$148	1	0%	New
1972	LYV Live Your Vision West Conshohocken, Pennsylvania	$0	-$3.55K	0	–	Closed
1973	LMR Partners London, United Kingdom	$0	-$13.8M	0	–	Closed
1974	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$1.75M	0	–	Closed
1975	MIM Macroview Investment Management Bethesda, Maryland	$0	-$13K	0	–	Closed