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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	Theme Stocks	% of Portfolio	Status
2501	NG NWK Group San Francisco, California	$3K	+$2.81K	1	0%	New
2502	Exchange Traded Concepts Oklahoma City, Oklahoma	$2K	+$1.91K	1	0%	New
2503	HWM HighMark Wealth Management St. Paul, Minnesota	$2K	+$2.9K	1	0%	New
2504	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$2K	+$2.01K	1	0%	New
2505	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
2506	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	$0	1	0%	Maintained
2507	SHWM Silicon Hills Wealth Management Austin, Texas	$168	+$745	2	0.13%	New
2508	AAMA Advanced Asset Management Advisors Dublin, Ohio	$0	-$1.83M	0	–	Closed
2509	AP Advisors Preferred Rockville, Maryland	$0	-$93K	0	–	Closed
2510	AR Advisory Research Chicago, Illinois	$0	-$1.12M	0	–	Closed
2511	AF Ally Financial Detroit, Michigan	$0	-$4.78M	0	–	Closed
2512	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$0	-$3K	0	–	Closed
2513	AIM Axiom Investment Management New York	$0	-$884K	0	–	Closed
2514	Axiom Investors Greenwich, Connecticut	$0	-$2.56M	0	–	Closed
2515	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$0	-$46.8M	0	–	Closed
2516	BHB Bank Hapoalim BM Tel Aviv, Israel	$0	-$284K	0	–	Closed
2517	BPCA Bank Pictet & Cie (Asia) Singapore	$0	-$11.7M	0	–	Closed
2518	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$0	-$7.84M	0	–	Closed
2519	BWM Bernicke Wealth Management Altoona, Wisconsin	$0	-$1.11M	0	–	Closed
2520	BlueCrest Capital Management St Helier, Jersey	$0	-$9.2M	0	–	Closed
2521	BCM Brightline Capital Management Miami, Florida	$0	-$2.06M	0	–	Closed
2522	Brookfield Public Securities Group New York	$0	-$15M	0	–	Closed
2523	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$0	-$86K	0	–	Closed
2524	CGM Capital Growth Management Boston, Massachusetts	$0	-$53.9M	0	–	Closed
2525	Caxton Associates (New York) New York	$0	-$5.96M	0	–	Closed