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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
2576	First Pacific Advisors El Segundo, California	$0	-$134K	0	–	Closed
2577	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$0	-$386K	0	–	Closed
2578	HBK Investments Dallas, Texas	$0	-$1.23M	0	–	Closed
2579	HA Heartland Advisors Milwaukee, Wisconsin	$0	-$13.1M	0	–	Closed
2580	HCA Heck Capital Advisors Rhinelander, Wisconsin	$0	-$222K	0	–	Closed
2581	HC Hendley & Co Zanesville, Ohio	$0	-$998K	0	–	Closed
2582	HCM Hengehold Capital Management Cincinnati, Ohio	$0	-$202K	0	–	Closed
2583	IHWM Iron Horse Wealth Management Johston, Iowa	$0	+$66	1	0%	New
2584	JPC Jabodon PT Co Reno, Nevada	$0	-$14.4M	0	–	Closed
2585	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$0	-$295K	0	–	Closed
2586	JHP James Hambro & Partners London, United Kingdom	$0	-$2.13M	0	–	Closed
2587	JGC J. Goldman & Co New York	$0	-$3.26M	0	–	Closed
2588	KA KLCM Advisors Milwaukee, Wisconsin	$0	-$124K	0	–	Closed
2589	LMR Partners London, United Kingdom	$0	-$2.89M	0	–	Closed
2590	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$632K	0	–	Closed
2591	MCM Mainstay Capital Management Grand Blanc, Michigan	$0	-$213K	0	–	Closed
2592	MSR Main Street Research Lakeville, Connecticut	$0	-$13.5M	0	–	Closed
2593	MCM Makena Capital Management Menlo Park, California	$0	-$354K	0	–	Closed
2594	MA MANA Advisors New York	$0	-$606K	0	–	Closed
2595	MAM Marquette Asset Management Minneapolis, Minnesota	$0	-$202K	0	–	Closed
2596	Mather Group Chicago, Illinois	$0	-$403K	0	–	Closed
2597	MIG McGuire Investment Group Wakefield, Rhode Island	$0	-$283K	0	–	Closed
2598	MCM McKinley Capital Management Anchorage, Alaska	$0	-$4.4M	0	–	Closed
2599	MFS Mirabella Financial Services London, United Kingdom	$0	-$807K	0	–	Closed
2600	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$4.82M	0	–	Closed