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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
2251	IP Isthmus Partners Madison, Wisconsin	$0	-$23K	–	Closed
2252	JPC Jabodon PT Co Reno, Nevada	$0	-$3.93M	–	Closed
2253	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$325K	–	Closed
2254	JCI Jet Capital Investors New York	$0	-$35.3M	–	Closed
2255	JGC J. Goldman & Co New York	$0	-$2.62M	–	Closed
2256	JSL JT Stratford LLC Gainesville, Georgia	$0	-$2.62M	–	Closed
2257	Jupiter Investment Management London, United Kingdom	$0	-$6.96M	–	Closed
2258	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	-$298K	–	Closed
2259	LCH Lee Capital Holdings New York	$0	-$629K	–	Closed
2260	LMAM Legg Mason Asset Management Tokyo, Japan	$0	-$1.27M	–	Closed
2261	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$0	-$8.77M	–	Closed
2262	MA MANA Advisors New York	$0	-$241K	–	Closed
2263	MCM Marathon Capital Management Hunt Valley, Maryland	$0	-$225K	–	Closed
2264	MAM Marketfield Asset Management New York	$0	-$6.09M	–	Closed
2265	ML McAdam LLC Philadelphia, Pennsylvania	$0	-$21K	–	Closed
2266	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$0	-$124K	–	Closed
2267	MG Meritage Group San Francisco, California	$0	-$106M	–	Closed
2268	MUS Mitsubishi UFJ Securities Tokyo, Japan	$0	-$511K	–	Closed
2269	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$8.42M	–	Closed
2270	Mondrian Investment Partners London, United Kingdom	$0	-$2.38M	–	Closed
2271	MWVC Morgens Waterfall Vintiadis & Co New York	$0	-$761K	–	Closed
2272	MIC MU Investments Company Tokyo, Japan	$0	-$4.97M	–	Closed
2273	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$0	-$233K	–	Closed
2274	MA MYDA Advisors Woodmere, New York	$0	-$615K	–	Closed
2275	MAM Myriad Asset Management North Point, Hong Kong	$0	-$12.5M	–	Closed