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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
2326	SAM Strategy Asset Managers Pasadena, California	$0	-$207K	–	Closed
2327	SGI Summit Global Investments Bountiful, Utah	$0	-$944K	–	Closed
2328	SS Sunbelt Securities Houston, Texas	$0	-$864K	–	Closed
2329	TFF The Family Firm Bethesda, Maryland	$0	-$212K	–	Closed
2330	Third Point New York	$0	-$1.17B	–	Closed
2331	TEE Tibra Equities Europe London, United Kingdom	$0	-$2.27M	–	Closed
2332	TG TLP Group Evanston, Illinois	$0	-$25K	–	Closed
2333	TIP Torray Investment Partners Bethesda, Maryland	$0	-$21.2M	–	Closed
2334	TA Townsend & Associates Westminster, Colorado	$0	-$24K	–	Closed
2335	TC Trilogy Capital Irvine, California	$0	-$54K	–	Closed
2336	Truepoint Inc Cincinnati, Ohio	$0	-$216K	–	Closed
2337	TFS TrustCore Financial Services Brentwood, Tennessee	$0	-$228K	–	Closed
2338	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$7.71M	–	Closed
2339	Twin Tree Management Dallas, Texas	$0	-$14.2M	–	Closed
2340	UAM UAS Asset Management New York	$0	-$6.12M	–	Closed
2341	Varma Mutual Pension Insurance Co Helsinki, Finland	$0	-$10.8M	–	Closed
2342	VAM Verity Asset Management Durham, North Carolina	$0	-$1.58M	–	Closed
2343	VI Versor Investments New York	$0	-$226K	–	Closed
2344	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$0	-$19K	–	Closed
2345	WA Wealth Architects Mountain View, California	$0	-$262K	–	Closed
2346	WCF West Coast Financial Santa Barbara, California	$0	-$907K	–	Closed
2347	WA Winfield Associates Cleveland, Ohio	$0	-$436K	–	Closed
2348	Wolverine Asset Management Chicago, Illinois	$0	-$200K	–	Closed
2349	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$0	-$276K	–	Closed
2350	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$0	-$248K	–	Closed