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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
2301	PGGM Investments Zeist, Netherlands	$0	-$23.6M	–	Closed
2302	PFC Phocas Financial Corp Alameda, California	$0	-$21K	–	Closed
2303	PC Pier Capital Stamford, Connecticut	$0	-$1.86M	–	Closed
2304	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$3.25M	–	Closed
2305	QAM Quantres Asset Management Cayman, Cayman Islands	$0	-$8.41M	–	Closed
2306	Railway Pension Investments London, United Kingdom	$0	-$4.53M	–	Closed
2307	RCG Ruggie Capital Group Tavares, Florida	$0	-$9K	–	Closed
2308	SCA Secor Capital Advisors New York	$0	-$5.96M	–	Closed
2309	SCM SIR Capital Management New York	$0	-$2.37M	–	Closed
2310	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$0	-$21K	–	Closed
2311	SGS Sterling Global Strategies Carlsbad, California	$0	-$220K	–	Closed
2312	SGA Strategic Global Advisors Newport Beach, California	$0	-$2.16M	–	Closed
2313	SSG Summit Securities Group New York	$0	-$234K	–	Closed
2314	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	-$16K	–	Closed
2315	TI Telemetry Investments New York	$0	-$232K	–	Closed
2316	TC Toews Corporation Northfield, New Jersey	$0	-$788K	–	Closed
2317	TFA Transamerica Financial Advisors St. Petersburg, Florida	$0	-$29K	–	Closed
2318	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$0	-$255K	–	Closed
2319	TS Twin Securities New York	$0	-$3.53M	–	Closed
2320	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$0	-$135K	–	Closed
2321	W WealthOne Albany, New York	$0	-$31K	–	Closed
2322	Wealthspire Advisors (New York) New York	$0	-$188K	–	Closed
2323	WDL Well Done LLC Holland, Michigan	$0	-$67K	–	Closed
2324	WCMNY Westchester Capital Management (New York) Valhalla, New York	$0	-$7.91M	–	Closed
2325	YCM Yakira Capital Management Westport, Connecticut	$0	-$455K	–	Closed