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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	MIM Macroview Investment Management Bethesda, Maryland	$4K	$0	1	0.01%	Maintained
2577	LIM Longfellow Investment Management Boston, Massachusetts	$3K	$0	2	0%	Maintained
2578	ANBT American National Bank & Trust Wichita Falls, Texas	$2K	-$172K	1	0%	Reduced
2579	GC Globeflex Capital San Diego, California	$2K	$0	1	0%	Maintained
2580	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
2581	HC Hoese & Co Glencoe, Minnesota	$2K	$0	1	0%	Maintained
2582	MWC MBM Wealth Consultants Chesterfield, Missouri	$2K	$0	2	0%	Maintained
2583	MG MilWealth Group Milwaukee, Wisconsin	$1.12K	+$1.11K	1	0%	New
2584	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	$0	1	0.03%	Maintained
2585	Advent Capital Management New York	$0	-$3K	0	–	Closed
2586	Alpha Wave Global New York	$0	-$41.4M	0	–	Closed
2587	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$7K	0	–	Closed
2588	AP Archon Partners Princeton Junction, New Jersey	$0	-$5.31M	0	–	Closed
2589	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$473K	0	–	Closed
2590	APW Aurora Private Wealth Rockaway, New Jersey	$0	-$231K	0	–	Closed
2591	APW Austin Private Wealth Austin, Texas	$0	-$217K	0	–	Closed
2592	Avalon Investment & Advisory Houston, Texas	$0	-$680K	0	–	Closed
2593	BRG Bay Rivers Group Williamsburg, Virginia	$0	-$232K	0	–	Closed
2594	BCM Beck Capital Management Austin, Texas	$0	-$1.74M	0	–	Closed
2595	BA Bennicas & Associates Portola Valley, California	$0	-$730K	0	–	Closed
2596	BCM Bornite Capital Management New York	$0	-$7.68M	0	–	Closed
2597	B BP London, United Kingdom	$0	-$5.32M	0	–	Closed
2598	BCM Brasada Capital Management Houston, Texas	$0	-$540K	0	–	Closed
2599	BFA Brendel Financial Advisors Hanover, New Hampshire	$0	-$846K	0	–	Closed
2600	BC Bridgefront Capital Austin, Texas	$0	-$2.29M	0	–	Closed