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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
2601	MIM Macroview Investment Management Bethesda, Maryland	$4K	+$84	1	0.01%	Increased
2602	Advent Capital Management New York	$3K	$0	1	0%	Maintained
2603	DWA Delos Wealth Advisors Dallas, Texas	$3K	+$3.01K	1	0%	New
2604	LIM Longfellow Investment Management Boston, Massachusetts	$3K	-$3.19M	2	0%	Reduced
2605	GC Globeflex Capital San Diego, California	$2K	-$433K	1	0%	Reduced
2606	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
2607	HC Hoese & Co Glencoe, Minnesota	$2K	+$2.1K	1	0%	New
2608	MWC MBM Wealth Consultants Chesterfield, Missouri	$2K	$0	2	0%	Maintained
2609	NL NVWM LLC Yardley, Pennsylvania	$2K	$0	1	0%	Maintained
2610	SMG Spectrum Management Group Indianapolis, Indiana	$2K	+$1.68K	1	0%	New
2611	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	-$84	1	0.02%	Reduced
2612	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$8K	0	–	Closed
2613	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$0	-$59.6M	0	–	Closed
2614	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$16.2M	0	–	Closed
2615	Advisory Alpha Holland, Michigan	$0	-$327K	0	–	Closed
2616	Algert Global San Francisco, California	$0	-$828K	0	–	Closed
2617	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$4K	0	–	Closed
2618	AGM Alpine Global Management New York	$0	-$1.4M	0	–	Closed
2619	Alyeska Investment Group Chicago, Illinois	$0	-$7.42M	0	–	Closed
2620	AC Athanor Capital New York	$0	-$1.09M	0	–	Closed
2621	AC Athos Capital Hong Kong	$0	-$1.41M	0	–	Closed
2622	BSG Black Swift Group Boulder, Colorado	$0	-$6K	0	–	Closed
2623	BGC Blue Grotto Capital Atlanta, Georgia	$0	-$10.4M	0	–	Closed
2624	Bridgewater Associates Westport, Connecticut	$0	-$287K	0	–	Closed
2625	BRCM Bright Rock Capital Management Hanover, Massachusetts	$0	-$9.48M	0	–	Closed