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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
2201	CA Calton & Associates Tampa, Florida	$0	-$755K	–	Closed
2202	CRWM Castle Rock Wealth Management Walnut Creek, California	$0	-$479K	–	Closed
2203	CI Cavalier Investments Alpharetta, Georgia	$0	-$1.9M	–	Closed
2204	Churchill Management Los Angeles, California	$0	-$8.65M	–	Closed
2205	CCM Clearfield Capital Management New York	$0	-$50.9M	–	Closed
2206	CC Cognios Capital Leawood, Kansas	$0	-$1.78M	–	Closed
2207	CFSG Community Financial Services Group Newport, Vermont	$0	-$208K	–	Closed
2208	CAM Concorde Asset Management Ann Arbor, Michigan	$0	-$202K	–	Closed
2209	Conestoga Capital Advisors Wayne, Pennsylvania	$0	-$228K	–	Closed
2210	CMO Covenant Multifamily Offices San Antonio, Texas	$0	-$2.08M	–	Closed
2211	CI Cowen Inc New York	$0	-$476K	–	Closed
2212	CPH C Partners Holding Zurich, Switzerland	$0	-$116K	–	Closed
2213	Csenge Advisory Group Clearwater, Florida	$0	-$35K	–	Closed
2214	CAS Cue Advisory Services Phoenix, Arizona	$0	-$2.52M	–	Closed
2215	CF Cypress Funds Los Angeles, California	$0	-$25.7M	–	Closed
2216	DWM Darwin Wealth Management Tampa, Florida	$0	-$366K	–	Closed
2217	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$0	-$252K	–	Closed
2218	DA DSC Advisors Chicago, Illinois	$0	-$246K	–	Closed
2219	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$0	-$216K	–	Closed
2220	EA Elm Advisors Burlingame, California	$0	-$58K	–	Closed
2221	Empirical Finance Havertown, Pennsylvania	$0	-$211K	–	Closed
2222	Engineers Gate Manager New York	$0	-$1.04M	–	Closed
2223	EAM Exane Asset Management Paris, France	$0	-$215K	–	Closed
2224	Fenimore Asset Management Cobleskill, New York	$0	-$221K	–	Closed
2225	FCM Firsthand Capital Management San Jose, California	$0	-$210K	–	Closed