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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
2126	BCA Benchmark Capital Advisors New York	$0	-$138K	–	Closed
2127	BCM Blockhouse Capital Management New York	$0	-$10.9M	–	Closed
2128	BCM Bluefin Capital Management New York	$0	-$399K	–	Closed
2129	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$900K	–	Closed
2130	BFPW BOK Financial Private Wealth Denver, Colorado	$0	-$315K	–	Closed
2131	Boothbay Fund Management New York	$0	-$221K	–	Closed
2132	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$7K	–	Closed
2133	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$283K	–	Closed
2134	Capstone Investment Advisors New York	$0	-$582K	–	Closed
2135	Caption Management Oklahoma City, Oklahoma	$0	-$2.85M	–	Closed
2136	Castleark Management Chicago, Illinois	$0	-$4.23M	–	Closed
2137	C Chescapmanager Baltimore, Maryland	$0	-$1.25M	–	Closed
2138	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$10.8M	–	Closed
2139	CCI Columbus Circle Investors	$0	-$21.9M	–	Closed
2140	CA Cornerstone Advisors Asheville, North Carolina	$0	-$7.76M	–	Closed
2141	CSC Cove Street Capital El Segundo, California	$0	-$397K	–	Closed
2142	CCS Crosspoint Capital Strategies Orinda, California	$0	-$3.96M	–	Closed
2143	CL CSS LLC Chicago, Illinois	$0	-$155K	–	Closed
2144	Cullen Capital Management New York	$0	-$6.02M	–	Closed
2145	DCM Delpha Capital Management New York	$0	-$128K	–	Closed
2146	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$0	-$148K	–	Closed
2147	DRW Securities Chicago, Illinois	$0	-$2.32M	–	Closed
2148	EI EAM Investors Solana Beach, California	$0	-$2.33M	–	Closed
2149	EP Edgestream Partners Princeton, New Jersey	$0	-$753K	–	Closed
2150	EAM Exane Asset Management Paris, France	$0	-$128K	–	Closed