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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
2376	NCM Next Capital Management New York	$0	-$51K	–	Closed
2377	NC Nitorum Capital New York	$0	-$30M	–	Closed
2378	OFS OneAscent Financial Services Birmingham, Alabama	$0	-$611K	–	Closed
2379	OCAM Owl Creek Asset Management New York	$0	-$14.9M	–	Closed
2380	PFM Patton Fund Management Dallas, Texas	$0	-$6.47M	–	Closed
2381	PAWC P.A.W. Capital Greenwich, Connecticut	$0	-$1.83M	–	Closed
2382	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$17M	–	Closed
2383	PFC Phocas Financial Corp Alameda, California	$0	-$25K	–	Closed
2384	PCP Proficio Capital Partners Newton, Massachusetts	$0	-$293K	–	Closed
2385	QCMA Quad Capital Management Advisors New York	$0	-$1.28M	–	Closed
2386	QOP Quinn Opportunity Partners Charlottesville, Virginia	$0	-$391K	–	Closed
2387	RCG Ruggie Capital Group Tavares, Florida	$0	-$4K	–	Closed
2388	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$652K	–	Closed
2389	TCA Taconic Capital Advisors New York	$0	-$13.7M	–	Closed
2390	TA TCG Advisors Austin, Texas	$0	-$106K	–	Closed
2391	TAM THB Asset Management Norwalk, Connecticut	$0	-$634K	–	Closed
2392	TCIM TOMS Capital Investment Management New York	$0	-$19.5M	–	Closed
2393	Tortoise Capital Advisors Overland Park, Kansas	$0	-$1K	–	Closed
2394	TFA Transamerica Financial Advisors St. Petersburg, Florida	$0	-$30K	–	Closed
2395	Twin Tree Management Dallas, Texas	$0	-$19K	–	Closed
2396	UAM UAS Asset Management New York	$0	-$3.3M	–	Closed
2397	VCAM Van Cleef Asset Management Beachwood, Ohio	$0	-$1.81M	–	Closed
2398	W Wealthquest Cincinnati, Ohio	$0	-$210K	–	Closed
2399	W WealthStone Columbus, Ohio	$0	-$582K	–	Closed
2400	WA WESPAC Advisors Orinda, California	$0	-$2.75M	–	Closed