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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	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$2.19M	0	–	Closed
2927	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$0	-$217K	0	–	Closed
2928	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$0	-$227K	0	–	Closed
2929	MPM Mountaineer Partners Management New York	$0	-$2.64M	0	–	Closed
2930	MIM MTM Investment Management Spartanburg, South Carolina	$0	-$208K	0	–	Closed
2931	NWA Navis Wealth Advisors Rye Brook, New York	$0	-$222K	0	–	Closed
2932	NLP Next Level Private Harrison, New York	$0	-$905K	0	–	Closed
2933	NIG NFJ Investment Group Dallas, Texas	$0	-$12.6M	0	–	Closed
2934	ODG O'Dell Group Cincinnati, Ohio	$0	$0	2	0%	Maintained
2935	OMIC Old Mission Investment Co Traverse City, Michigan	$0	-$202K	0	–	Closed
2936	PCWA Pacific Capital Wealth Advisors Corona, California	$0	-$202K	0	–	Closed
2937	PP Paloma Partners Greenwich, Connecticut	$0	-$953K	0	–	Closed
2938	PCMU Paragon Capital Management (Utah) Provo, Utah	$0	-$956K	0	–	Closed
2939	PH Pinnacle Holdings Tulsa, Oklahoma	$0	-$14K	0	–	Closed
2940	PFMU Privium Fund Management (UK) London, United Kingdom	$0	-$721K	0	–	Closed
2941	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$0	-$5.29M	0	–	Closed
2942	QTM qPULA Trading Management New York	$0	-$314K	0	–	Closed
2943	QFA Quantum Financial Advisors El Segundo, California	$0	-$215K	0	–	Closed
2944	RCM Regency Capital Management Honolulu, Hawaii	$0	-$2.79M	0	–	Closed
2945	RIM Reliant Investment Management Memphis, Tennessee	$0	-$3.95M	0	–	Closed
2946	RF Resolute Financial Newburyport, Massachusetts	$0	-$233K	0	–	Closed
2947	RGF Retirement Guys Formula Maumee, Ohio	$0	-$533K	0	–	Closed
2948	RI Ridgewood Investments Springfield, New Jersey	$0	-$203K	0	–	Closed
2949	RF Rollins Financial Atlanta, Georgia	$0	-$209K	0	–	Closed
2950	SC Saltoro Capital Dallas, Texas	$0	-$7.45M	0	–	Closed