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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	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	-$859K	–	Closed
2302	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$3.34M	–	Closed
2303	NCM Northwest Capital Management Lake Oswego, Oregon	$0	-$270K	–	Closed
2304	NWM Northwest Wealth Management Spencer, Iowa	$0	-$144K	–	Closed
2305	OFW Omnia Family Wealth Aventura, Florida	$0	-$150K	–	Closed
2306	OWA One Wealth Advisors San Francisco, California	$0	-$13K	–	Closed
2307	PM Parametrica Management Wanchai, Hong Kong	$0	-$588K	–	Closed
2308	Park Avenue Securities New York	$0	-$1.28M	–	Closed
2309	PP Pegasus Partners Mequon, Wisconsin	$0	-$3.5M	–	Closed
2310	Pershing Square Capital Management New York	$0	-$750M	–	Closed
2311	PTC Petrus Trust Company Dallas, Texas	$0	-$384K	–	Closed
2312	PIM Platinum Investment Management Sydney Australia 2000, Australia	$0	-$1.03M	–	Closed
2313	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$507K	–	Closed
2314	PGA Premia Global Advisors Coral Gables, Florida	$0	-$181K	–	Closed
2315	PWM PRW Wealth Management Quincy, Massachusetts	$0	-$105K	–	Closed
2316	QCMC Quantum Capital Management (California) San Francisco, California	$0	-$1.13M	–	Closed
2317	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$47.2K	–	Closed
2318	RCM Requisite Capital Management Dallas, Texas	$0	-$9K	–	Closed
2319	RGNCM R.G. Niederhoffer Capital Management New York	$0	-$793K	–	Closed
2320	SL Salomon & Ludwin Richmond, Virginia	$0	-$1.71M	–	Closed
2321	SM Saya Management New York	$0	-$24M	–	Closed
2322	SCM Shapiro Capital Management Atlanta, Georgia	$0	-$208K	–	Closed
2323	SPL Smart Portfolios LLC Seattle, Washington	$0	-$3K	–	Closed
2324	SCC Spring Creek Capital Wichita, Kansas	$0	-$15.8M	–	Closed
2325	SC SRB Corp Boston, Massachusetts	$0	-$681K	–	Closed