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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	LCG Lisanti Capital Growth New York	$0	-$669K	–	Closed
2177	LC Lourd Capital Beverly Hills, California	$0	-$907K	–	Closed
2178	MA MANA Advisors New York	$0	-$394K	–	Closed
2179	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$448K	–	Closed
2180	MLIC Mandatum Life Insurance Company Helsinki, Finland	$0	-$853K	–	Closed
2181	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$0	-$294K	–	Closed
2182	Newport Trust Company Washington, District of Columbia	$0	-$342M	–	Closed
2183	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$1.45M	–	Closed
2184	Nuveen Fund Advisors Chicago, Illinois	$0	-$225K	–	Closed
2185	PM Parametrica Management Wanchai, Hong Kong	$0	-$704K	–	Closed
2186	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$0	-$237K	–	Closed
2187	PWM Paulson Wealth Management Wheaton, Illinois	$0	-$189K	–	Closed
2188	PCM Peak Capital Management Greenwood Village, Colorado	$0	-$877K	–	Closed
2189	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$0	-$5.6M	–	Closed
2190	PS Pensionfund Sabic Sittard, Netherlands	$0	-$2.81M	–	Closed
2191	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$1.23M	–	Closed
2192	PAG Pinnacle Advisory Group Columbia, Maryland	$0	-$208K	–	Closed
2193	PHK Point72 Hong Kong Hong Kong	$0	-$339K	–	Closed
2194	PCM Price Capital Management Lafayette, Louisiana	$0	-$2.83M	–	Closed
2195	PWP Private Wealth Partners Mill Valley, California	$0	-$272K	–	Closed
2196	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$368K	–	Closed
2197	RI Redwood Investments Boston, Massachusetts	$0	-$15.1M	–	Closed
2198	RCG Ruggie Capital Group Tavares, Florida	$0	-$10K	–	Closed
2199	SHGA Sand Hill Global Advisors Palo Alto, California	$0	-$475K	–	Closed
2200	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$0	-$51K	–	Closed