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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	% of Portfolio	Status
2651	IP Isthmus Partners Madison, Wisconsin	$0	-$98K	–	Closed
2652	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$0	-$502K	–	Closed
2653	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$3.63M	–	Closed
2654	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$298K	–	Closed
2655	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$0	-$892K	–	Closed
2656	LCM Legato Capital Management San Francisco, California	$0	-$1.58M	–	Closed
2657	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$645K	–	Closed
2658	MC Machina Capital Paris, France	$0	-$324K	–	Closed
2659	MS Madden Securities Dallas, Texas	$0	-$332K	–	Closed
2660	Mather Group Chicago, Illinois	$0	-$601K	–	Closed
2661	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$0	-$33K	–	Closed
2662	MA Mosaic Advisors Houston, Texas	$0	-$224K	–	Closed
2663	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$384K	–	Closed
2664	MIM MTM Investment Management Spartanburg, South Carolina	$0	-$253K	–	Closed
2665	M Murchinson Toronto, Ontario, Canada	$0	-$1.84M	–	Closed
2666	NSCM New South Capital Management Memphis, Tennessee	$0	-$15.2M	–	Closed
2667	OPWM Oakwell Private Wealth Management Austin, Texas	$0	-$247K	–	Closed
2668	OWA Opal Wealth Advisors Jericho, New York	$0	-$217K	–	Closed
2669	PP Paloma Partners Greenwich, Connecticut	$0	-$5.96M	–	Closed
2670	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$0	-$143K	–	Closed
2671	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$0	-$239K	–	Closed
2672	PA Perennial Advisors New York	$0	-$44K	–	Closed
2673	PC Permanens Capital New York	$0	-$198K	–	Closed
2674	PWP Personal Wealth Partners Bloomington, Minnesota	$0	-$116K	–	Closed
2675	POIA Pin Oak Investment Advisors Houston, Texas	$0	-$20K	–	Closed