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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
2976	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$2K	+$2.5K	1	0%	New
2977	2L 25 LLC St. Louis, Missouri	$1.78K	+$563	3	0%	Increased
2978	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.54K	$0	3	0%	Maintained
2979	MFG Mendota Financial Group Madison, Wisconsin	$1.03K	+$1.06K	1	0%	New
2980	ABLA Alan B. Lancz & Associates Toledo, Ohio	$0	-$185K	0	–	Closed
2981	AS AM Squared Hong Kong	$0	-$92.3K	0	–	Closed
2982	Antipodes Partners Royal Exchange, Australia	$0	-$39.6M	0	–	Closed
2983	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$23.1K	0	–	Closed
2984	Armistice Capital New York	$0	-$3.82M	0	–	Closed
2985	Arrowstreet Capital Boston, Massachusetts	$0	-$55.9M	0	–	Closed
2986	AWS Aspen Wealth Strategies Arvada, Colorado	$0	-$295K	0	–	Closed
2987	ACM AUA Capital Management Camp Hill, Pennsylvania	$0	-$220K	0	–	Closed
2988	AC AXQ Capital Jersey City, New Jersey	$0	-$1.41M	0	–	Closed
2989	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$0	-$1.24M	0	–	Closed
2990	Baillie Gifford & Co Edinburgh, United Kingdom	$0	-$12K	0	–	Closed
2991	BOM Bank of Marin Novato, California	$0	-$271K	0	–	Closed
2992	BA Bellwether Advisors Lincoln, Nebraska	$0	-$63.1K	0	–	Closed
2993	BIMC Benson Investment Management Company Roanoke, Virginia	$0	-$2.17M	0	–	Closed
2994	BB Berkshire Bank Pittsfield, Massachusetts	$0	-$798K	0	–	Closed
2995	BIP Blueprint Investment Partners Greensboro, North Carolina	$0	-$617K	0	–	Closed
2996	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$313K	0	–	Closed
2997	BC Bridgefront Capital Austin, Texas	$0	-$766K	0	–	Closed
2998	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$0	-$479K	0	–	Closed
2999	CCM Callodine Capital Management Boston, Massachusetts	$0	-$2.87M	0	–	Closed
3000	CWA Canvas Wealth Advisors Shawnee, Kansas	$0	-$281K	0	–	Closed