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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
2926	FPWM FSB Premier Wealth Management Waterloo, Iowa	$0	-$93K	0	–	Closed
2927	GECH Garnet Equity Capital Holdings New York	$0	-$6.48M	0	–	Closed
2928	GC GFG Capital Miami, Florida	$0	-$260K	0	–	Closed
2929	GAM Gould Asset Management Claremont, California	$0	-$306K	0	–	Closed
2930	GA GraniteShares Advisors New York	$0	-$294K	0	–	Closed
2931	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$0	-$324K	0	–	Closed
2932	GIM Guardian Investment Management Tiburon, California	$0	-$946K	0	–	Closed
2933	HWIS Hancock Whitney Investment Services New Orleans, Louisiana	$0	-$1.2M	0	–	Closed
2934	HT HAP Trading New York	$0	-$3.48M	0	–	Closed
2935	Hardman Johnston Global Advisors Stamford, Connecticut	$0	-$8.85M	0	–	Closed
2936	HA Harfst & Associates Sheridan, Wyoming	$0	-$1.99M	0	–	Closed
2937	HM Harvest Management New York	$0	-$1.21M	0	–	Closed
2938	HA Havens Advisors New York	$0	-$888K	0	–	Closed
2939	HAS HBW Advisory Services Simi Valley, California	$0	-$380K	0	–	Closed
2940	Heard Capital LLC Chicago, Illinois	$0	-$1.19M	0	–	Closed
2941	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$0	-$11K	0	–	Closed
2942	IPAM ICICI Prudential Asset Management Mumbai, India	$0	-$3.43M	0	–	Closed
2943	IA Icon Advisers Greenwood Village, Colorado	$0	-$2.96M	0	–	Closed
2944	IIM InTrack Investment Management South Burlington, Vermont	$0	-$1.64M	0	–	Closed
2945	IFG Investors Financial Group Plymouth, Minnesota	$0	-$398K	0	–	Closed
2946	IAM Iridian Asset Management Westport, Connecticut	$0	-$23.6M	0	–	Closed
2947	IHWM Iron Horse Wealth Management Johston, Iowa	$0	$0	1	0%	Maintained
2948	JRFS James Reed Financial Services Cleveland, Ohio	$0	-$95K	0	–	Closed
2949	JGC J. Goldman & Co New York	$0	-$7.07M	0	–	Closed
2950	Junto Capital Management New York	$0	-$25.5M	0	–	Closed