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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
2951	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$1.26M	0	–	Closed
2952	OAM Oak Asset Management Westlake Village, California	$0	-$7.13M	0	–	Closed
2953	OTL Oak Thistle LLC New York	$0	-$3.32M	0	–	Closed
2954	ODG O'Dell Group Cincinnati, Ohio	$0	$0	2	0%	Maintained
2955	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$0	-$262K	0	–	Closed
2956	Optiver Holding Amsterdam, Netherlands	$0	-$39K	0	–	Closed
2957	OSIA O'Shares Investment Advisers Boston, Massachusetts	$0	-$12.5M	0	–	Closed
2958	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$0	-$397K	0	–	Closed
2959	PAG Paladin Advisory Group Clive, Iowa	$0	-$267K	0	–	Closed
2960	PPWM Paragon Private Wealth Management Lexington, Kentucky	$0	-$620K	0	–	Closed
2961	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$0	-$219K	0	–	Closed
2962	PointState Capital New York	$0	-$43.7M	0	–	Closed
2963	PL Polianta Ltd St Helier, Jersey	$0	-$899K	0	–	Closed
2964	PWS Precision Wealth Strategies Saint Louis, Missouri	$0	-$205K	0	–	Closed
2965	PWM PRW Wealth Management Quincy, Massachusetts	$0	-$287K	0	–	Closed
2966	PWP Pursue Wealth Partners Clayton, California	$0	-$147K	0	–	Closed
2967	QT Quantamental Technologies White Plains, New York	$0	-$516K	0	–	Closed
2968	QC Quantedge Capital Singapore	$0	-$288K	0	–	Closed
2969	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$4.62M	0	–	Closed
2970	RFG Range Financial Group Tigard, Oregon	$0	-$254K	0	–	Closed
2971	RFN Redwood Financial Network Solon, Ohio	$0	-$203K	0	–	Closed
2972	RI Redwood Investments Boston, Massachusetts	$0	-$419K	0	–	Closed
2973	RCA Reitz Capital Advisors Freeland, Michigan	$0	-$114K	0	–	Closed
2974	RiverFront Investment Group Richmond, Virginia	$0	-$282K	0	–	Closed
2975	RFP Roth Financial Partners Kingwood, Texas	$0	-$107K	0	–	Closed