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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
2226	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$0	-$210K	–	Closed
2227	AC Athanor Capital New York	$0	-$469K	–	Closed
2228	AI Atom Investors Austin, Texas	$0	-$252K	–	Closed
2229	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$66.5M	–	Closed
2230	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$0	-$24.6M	–	Closed
2231	BHMP Bardin Hill Management Partners New York	$0	-$488K	–	Closed
2232	BOS Bingham Osborn & Scarborough San Francisco, California	$0	-$238K	–	Closed
2233	BCM Bluefin Capital Management New York	$0	-$394K	–	Closed
2234	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$10.3M	–	Closed
2235	Boothbay Fund Management New York	$0	-$422K	–	Closed
2236	Bridgewater Associates Westport, Connecticut	$0	-$3.76M	–	Closed
2237	BWM BT Wealth Management Atlanta, Georgia	$0	-$301K	–	Closed
2238	Capital Advisors Inc Tulsa, Oklahoma	$0	-$349K	–	Closed
2239	CWM Cedar Wealth Management Walnut Creek, California	$0	-$163K	–	Closed
2240	CG CFO4Life Group Coppell, Texas	$0	-$413K	–	Closed
2241	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$0	-$12.6M	–	Closed
2242	CAN Claraphi Advisory Network Aliso Viejo, United States	$0	-$228K	–	Closed
2243	CAM ClariVest Asset Management San Diego, California	$0	-$219K	–	Closed
2244	CC Claybrook Capital Wellesley, Massachusetts	$0	-$67K	–	Closed
2245	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$8.43M	–	Closed
2246	CA Continuum Advisory Eagle, Idaho	$0	-$244K	–	Closed
2247	CIM Corda Investment Management Houston, Texas	$0	-$10.1M	–	Closed
2248	CCM Corsair Capital Management New York	$0	-$1.34M	–	Closed
2249	CG Corundum Group Colorado Springs, Colorado	$0	-$456K	–	Closed
2250	Country Trust Bank Bloomington, Illinois	$0	-$38K	–	Closed