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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
2276	Flossbach Von Storch Cologne, Germany	$0	-$10.4M	–	Closed
2277	FFG Frisch Financial Group Melville, New York	$0	-$598K	–	Closed
2278	Harvest Fund Management Beijing, China	$0	-$134K	–	Closed
2279	Highbridge Capital Management New York	$0	-$7.09M	–	Closed
2280	HS HighVista Strategies Boston, Massachusetts	$0	-$243K	–	Closed
2281	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$12K	–	Closed
2282	IWP Icon Wealth Partners Houston, Texas	$0	-$77K	–	Closed
2283	IPW Inlet Private Wealth Jupiter, Florida	$0	-$371K	–	Closed
2284	IHL Investment House LLC Redondo Beach, California	$0	-$1.31M	–	Closed
2285	IF IRON Financial Northbrook, Illinois	$0	-$286K	–	Closed
2286	IM Islet Management New York	$0	-$8.1M	–	Closed
2287	IDBONY Israel Discount Bank of New York New York	$0	-$61K	–	Closed
2288	JSP Jackson Square Partners Larkspur, California	$0	-$332M	–	Closed
2289	Jupiter Investment Management London, United Kingdom	$0	-$785K	–	Closed
2290	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$208K	–	Closed
2291	KCP KDI Capital Partners Raleigh, North Carolina	$0	-$6.08M	–	Closed
2292	KL KWMG LLC Overland Park, Kansas	$0	-$35K	–	Closed
2293	LC Lavaca Capital Houston, Texas	$0	-$302K	–	Closed
2294	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$0	-$707K	–	Closed
2295	LCG Lisanti Capital Growth New York	$0	-$1.83M	–	Closed
2296	LHC Little House Capital Braintree, Massachusetts	$0	-$145K	–	Closed
2297	LPC Loeb Partners Corp New York	$0	-$13K	–	Closed
2298	Loews Corp New York	$0	-$3.87M	–	Closed
2299	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$1.35M	–	Closed
2300	MSA Marino Stram & Associates Braintree, Massachusetts	$0	-$66K	–	Closed