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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
2451	RGIA Rainier Group Investment Advisory Bellevue, Washington	$0	-$200K	–	Closed
2452	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$2.96M	–	Closed
2453	RG Renaissance Group Covington, Kentucky	$0	-$21.2M	–	Closed
2454	RCYC Richard C. Young & Co Newport, Rhode Island	$0	-$2.46M	–	Closed
2455	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$0	-$469K	–	Closed
2456	Rothschild & Co Wealth Management (UK) London, United Kingdom	$0	-$9K	–	Closed
2457	RC Roubaix Capital Denver, Colorado	$0	-$1.03M	–	Closed
2458	Saturna Capital Bellingham, Washington	$0	-$493K	–	Closed
2459	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$0	-$9.02M	–	Closed
2460	SAM Shikiar Asset Management New York	$0	-$1.17M	–	Closed
2461	SCM Smith Capital Management Little Rock, Arkansas	$0	-$212K	–	Closed
2462	SGAM Smith Group Asset Management Dallas, Texas	$0	-$3.81M	–	Closed
2463	SCM Soros Capital Management New York	$0	-$1.53M	–	Closed
2464	SCA Southpoint Capital Advisors New York	$0	-$49.7M	–	Closed
2465	SMFS Squar Milner Financial Services Irvine, California	$0	-$602K	–	Closed
2466	SIM SSI Investment Management Los Angeles, California	$0	-$406K	–	Closed
2467	SIM Sterling Investment Management Tucson, Arizona	$0	-$713K	–	Closed
2468	SCM Stonebridge Capital Management Los Angeles, California	$0	-$281K	–	Closed
2469	SRAM Stone Ridge Asset Management New York	$0	-$1.16M	–	Closed
2470	SCM Suvretta Capital Management New York	$0	-$63.8M	–	Closed
2471	TCI Fund Management London, United Kingdom	$0	-$712M	–	Closed
2472	TFF The Family Firm Bethesda, Maryland	$0	-$210K	–	Closed
2473	Third Point New York	$0	-$324M	–	Closed
2474	TAM Townsend Asset Management Raleigh, North Carolina	$0	-$219K	–	Closed
2475	TFM TPI Fund Managers London, United Kingdom	$0	-$10.5M	–	Closed