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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
2176	OA Omega Advisors New York	$0	-$1.31M	–	Closed
2177	PCM Palestra Capital Management New York	$0	-$39.9M	–	Closed
2178	PAS Partnervest Advisory Services Santa Barbara, California	$0	-$218K	–	Closed
2179	PTC Petrus Trust Company Dallas, Texas	$0	-$346K	–	Closed
2180	PFT Providence First Trust Scottsdale, Arizona	$0	-$1.38M	–	Closed
2181	Pure Financial Advisors San Diego, California	$0	-$339K	–	Closed
2182	QIM Quest Investment Management Lake Oswego, Oregon	$0	-$5.61M	–	Closed
2183	RIM Rainier Investment Management Seattle, Washington	$0	-$13M	–	Closed
2184	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$32M	–	Closed
2185	SEC Seven Eight Capital New York	$0	-$1.21M	–	Closed
2186	SCM SG Capital Management Chicago, Illinois	$0	-$5.07M	–	Closed
2187	SCM Sitrin Capital Management Century City, California	$0	-$4.26M	–	Closed
2188	Soros Fund Management New York	$0	-$263K	–	Closed
2189	SCM Sterneck Capital Management Kansas City, Missouri	$0	-$313K	–	Closed
2190	SWITC Stewart West Indies Trading Company Boulder, Colorado	$0	-$21.9M	–	Closed
2191	TWI Thomas White International Chicago, Illinois	$0	-$3.52M	–	Closed
2192	TCM Timpani Capital Management Milwaukee, Wisconsin	$0	-$845K	–	Closed
2193	TCM Tributary Capital Management Omaha, Nebraska	$0	-$75K	–	Closed
2194	TCM TVR Capital Management Stamford, Connecticut	$0	-$10M	–	Closed
2195	UBS O'Connor Chicago, Illinois	$0	-$18.9M	–	Closed
2196	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$0	-$1.85M	–	Closed
2197	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$0	-$7.86M	–	Closed
2198	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$1K	–	Closed