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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
2151	JGC J. Goldman & Co New York	$0	-$5M	–	Closed
2152	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$0	-$213K	–	Closed
2153	KCM Kingdon Capital Management New York	$0	-$12.8M	–	Closed
2154	KI Koch Industries Wichita, Kansas	$0	-$4.31M	–	Closed
2155	LCS Levin Capital Strategies New York	$0	-$39.7M	–	Closed
2156	LGWM Litman Gregory Wealth Management Larkspur, California	$0	-$90K	–	Closed
2157	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$1.21M	–	Closed
2158	LSA L & S Advisors Los Angeles, California	$0	-$13.7M	–	Closed
2159	LM Luminus Management Houston, Texas	$0	-$40.7M	–	Closed
2160	Mizuho Securities USA New York	$0	-$1.11M	–	Closed
2161	MCM Mobius Capital Management Pleasanton, California	$0	-$807K	–	Closed
2162	Moore Capital Management New York	$0	-$59.3M	–	Closed
2163	MWVC Morgens Waterfall Vintiadis & Co New York	$0	-$818K	–	Closed
2164	One Capital Management Westlake Village, California	$0	-$209K	–	Closed
2165	OCM Osterweis Capital Management San Francisco, California	$0	-$1.68M	–	Closed
2166	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$0	-$7.79M	–	Closed
2167	PEA Pacific Edge Advisors Corona Del Mar, California	$0	-$233K	–	Closed
2168	PCM Penn Capital Management Philadelphia, Pennsylvania	$0	-$9.55M	–	Closed
2169	PointState Capital New York	$0	-$103M	–	Closed
2170	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$7.78M	–	Closed
2171	PS Portfolio Solutions Royal Oak, Michigan	$0	-$209K	–	Closed
2172	QC QCM Cayman Houston, Texas	$0	-$220K	–	Closed
2173	RT Reliance Trust Atlanta, Georgia	$0	-$218K	–	Closed
2174	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$503K	–	Closed
2175	RWA RGT Wealth Advisors Dallas, Texas	$0	-$556K	–	Closed