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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
2901	CAM Centre Asset Management New York	$0	-$4.31M	0	–	Closed
2902	CST Charles Schwab Trust Henderson, Nevada	$0	-$459K	0	–	Closed
2903	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$0	-$203K	0	–	Closed
2904	CC Commons Capital Needham, Massachusetts	$0	-$118K	0	–	Closed
2905	CF Concorde Financial Dallas, Texas	$0	-$3.03M	0	–	Closed
2906	CI Cordant Inc Portland, Oregon	$0	-$41K	0	–	Closed
2907	CA Cornerstone Advisors Asheville, North Carolina	$0	-$6.26M	0	–	Closed
2908	CM Cornerstone Management Duluth, Georgia	$0	-$3.47K	0	–	Closed
2909	CWG Cornerstone Wealth Group Huntersville, North Carolina	$0	-$8.62M	0	–	Closed
2910	CCM Courage Capital Management Nashville, Tennessee	$0	-$3.48M	0	–	Closed
2911	CP Cumberland Partners Toronto, Ontario, Canada	$0	-$581K	0	–	Closed
2912	CWP Curated Wealth Partners El Segundo, California	$0	-$237K	0	–	Closed
2913	DA Detalus Advisors St. Louis, Missouri	$0	-$206K	0	–	Closed
2914	DCP Distillate Capital Partners Chicago, Illinois	$0	-$7.54M	0	–	Closed
2915	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$0	-$212K	0	–	Closed
2916	ESCM Echo Street Capital Management New York	$0	-$1.27M	0	–	Closed
2917	ER Enlightenment Research Miami, Florida	$0	-$1.2M	0	–	Closed
2918	Farallon Capital Management San Francisco, California	$0	-$335M	0	–	Closed
2919	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$953K	0	–	Closed
2920	FEG Financial Enhancement Group Anderson, Indiana	$0	-$5K	0	–	Closed
2921	First Command Advisory Services Fort Worth, Texas	$0	+$11.4K	2	0%	New
2922	FPF First Pacific Financial Vancouver, Washington	$0	-$1.03M	0	–	Closed
2923	FFA Freedman Financial Associates Peabody, Massachusetts	$0	-$246K	0	–	Closed
2924	FSC Full Sail Capital Oklahoma City, Oklahoma	$0	-$1.31M	0	–	Closed
2925	GCM Galibier Capital Management Toronto, Ontario, Canada	$0	-$1.32M	0	–	Closed