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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
2651	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$594K	0	–	Closed
2652	GGI Godsey & Gibb Inc Richmond, Virginia	$0	-$18.7M	0	–	Closed
2653	GAM Grandview Asset Management Harrisburg, Pennsylvania	$0	-$68K	0	–	Closed
2654	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$0	-$37K	0	–	Closed
2655	GG Greenwood Gearhart Fayetteville, Arkansas	$0	-$4.95M	0	–	Closed
2656	GAM GVO Asset Management Zug, Switzerland	$0	-$97K	0	–	Closed
2657	HBT Heartland Bank & Trust Bloomington, Illinois	$0	-$420K	0	–	Closed
2658	H Hexavest Montreal, Quebec, Canada	$0	-$1.82M	0	–	Closed
2659	HCM Hilton Capital Management Garden City, New York	$0	-$305K	0	–	Closed
2660	HI Human Investing Lake Oswego, Oregon	$0	-$72K	0	–	Closed
2661	IA IAM Advisory Easton, Pennsylvania	$0	-$862K	0	–	Closed
2662	IHWM Iron Horse Wealth Management Johston, Iowa	$0	$0	1	0%	Maintained
2663	JGC J. Goldman & Co New York	$0	-$6.52M	0	–	Closed
2664	JLBC J.L. Bainbridge & Co Sarasota, Florida	$0	-$12.8M	0	–	Closed
2665	KFA Kelleher Financial Advisors New York	$0	-$124K	0	–	Closed
2666	KIC Kensington Investment Counsel Long Beach, California	$0	-$226K	0	–	Closed
2667	KFAA Klaas Financial Asset Advisors Loves Park, Illinois	$0	-$4K	0	–	Closed
2668	Klingman & Associates New York	$0	-$203K	0	–	Closed
2669	LAM Lapides Asset Management Greenwich, Connecticut	$0	-$505K	0	–	Closed
2670	LC Lavaca Capital Houston, Texas	$0	-$226K	0	–	Closed
2671	LGWM Litman Gregory Wealth Management Larkspur, California	$0	-$90K	0	–	Closed
2672	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$3K	0	–	Closed
2673	MCM Magnolia Capital Management Cold Spring, New York	$0	-$230K	0	–	Closed
2674	MF Manchester Financial Westlake Village, California	$0	-$276K	0	–	Closed
2675	MAMU Marathon Asset Management (UK) London, United Kingdom	$0	-$22M	0	–	Closed