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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	RPG Risk Paradigm Group Austin, Texas	$0	-$22K	–	Closed
2177	SCM Sandler Capital Management New York	$0	-$4.94M	–	Closed
2178	SC Scholtz & Company Stamford, Connecticut	$0	-$311K	–	Closed
2179	SI SCP Investment Orinda, California	$0	-$2.44M	–	Closed
2180	SAM Seelaus Asset Management Chatham, New Jersey	$0	-$802K	–	Closed
2181	Select Equity Group New York	$0	-$9.47M	–	Closed
2182	SI Sensato Investors San Francisco, California	$0	-$1.9M	–	Closed
2183	SAM Sompo Asset Management Tokyo, Japan	$0	-$3M	–	Closed
2184	SIM Stelliam Investment Management New York	$0	-$25.7M	–	Closed
2185	SV Sturgeon Ventures London, United Kingdom	$0	-$8.82M	–	Closed
2186	Summit Trail Advisors New York	$0	-$627K	–	Closed
2187	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$0	-$219K	–	Closed
2188	SP SWS Partners Columbus, Ohio	$0	-$9K	–	Closed
2189	SAM Symphony Asset Management San Francisco, California	$0	-$5.4M	–	Closed
2190	TCM Thames Capital Management Roseland, New Jersey	$0	-$14.6M	–	Closed
2191	TH Timber Hill Greenwich, Connecticut	$0	-$2.94M	–	Closed
2192	TimesSquare Capital Management New York	$0	-$14.5M	–	Closed
2193	Twin Tree Management Dallas, Texas	$0	-$5.44M	–	Closed
2194	VWM Venturi Wealth Management Austin, Texas	$0	-$623K	–	Closed
2195	VI Versor Investments New York	$0	-$705K	–	Closed
2196	VAM Visionary Asset Management Houston, Texas	$0	-$545K	–	Closed
2197	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$0	-$2.21M	–	Closed
2198	VVP Vulcan Value Partners Birmingham, Alabama	$0	-$104M	–	Closed
2199	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$717K	–	Closed
2200	Wedge Capital Management Charlotte, North Carolina	$0	-$49.2M	–	Closed