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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
2826	GG Golden Green Seneca, South Carolina	$0	-$750K	0	–	Closed
2827	GGI GPM Growth Investors Bloomfield Hills, Michigan	$0	-$3.86M	0	–	Closed
2828	GFG Greystone Financial Group Bloomfield Hills, Michigan	$0	-$6.93M	0	–	Closed
2829	HBK Investments Dallas, Texas	$0	-$2.41M	0	–	Closed
2830	HT HighTower Trust Houston, Texas	$0	-$4.93M	0	–	Closed
2831	HCMG Howard Capital Management Group Los Angeles, California	$0	-$324K	0	–	Closed
2832	HA HYA Advisors Springfield, Missouri	$0	-$224K	0	–	Closed
2833	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$0	-$221K	0	–	Closed
2834	IP Interval Partners New York	$0	-$13.7M	0	–	Closed
2835	IHWM Iron Horse Wealth Management Johston, Iowa	$0	$0	1	0%	Maintained
2836	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$1.13M	0	–	Closed
2837	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$0	-$28K	0	–	Closed
2838	KCM Karp Capital Management Sausalito, California	$0	-$286K	0	–	Closed
2839	KMC Kirr Marbach & Co Columbus, Indiana	$0	-$6.75M	0	–	Closed
2840	KIG Kowal Investment Group Brookfield, Wisconsin	$0	-$130K	0	–	Closed
2841	Laurion Capital Management New York	$0	-$27.8M	0	–	Closed
2842	LWM Liberty Wealth Management Oakland, California	$0	-$326K	0	–	Closed
2843	LMR Partners London, United Kingdom	$0	-$3.62M	0	–	Closed
2844	Loews Corp New York	$0	-$7.2M	0	–	Closed
2845	LWM Loveless Wealth Management Billings, Montana	$0	-$312K	0	–	Closed
2846	MCM Marathon Capital Management Hunt Valley, Maryland	$0	-$295K	0	–	Closed
2847	Masters Capital Management Atlanta, Georgia	$0	-$4.83M	0	–	Closed
2848	MC Matisse Capital Portland, Oregon	$0	-$562K	0	–	Closed
2849	MCF Advisors Covington, Kentucky	$0	-$689K	0	–	Closed
2850	NAS Nicolet Advisory Services Green Bay, Wisconsin	$0	-$782K	0	–	Closed