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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
3026	CMF Counterpoint Mutual Funds San Diego, California	$0	-$239K	0	–	Closed
3027	CAG Curtis Advisory Group Santa Barbara, California	$0	-$608K	0	–	Closed
3028	CWS Cypress Wealth Services Palm Desert, California	$0	-$274K	0	–	Closed
3029	Davis Selected Advisers Tucson, Arizona	$0	-$14.6M	0	–	Closed
3030	EFI EHP Funds Inc Toronto, Canada	$0	-$3.29M	0	–	Closed
3031	Eisler Capital (UK) London, United Kingdom	$0	-$975K	0	–	Closed
3032	Elliott Investment Management West Palm Beach, Florida	$0	-$47.4M	0	–	Closed
3033	EP Essential Planning Portsmouth, New Hampshire	$0	-$224K	0	–	Closed
3034	EC Estate Counselors Thiensville, Wisconsin	$0	-$1.14M	0	–	Closed
3035	EE EWG Elevate Roseville, California	$0	-$36.1K	0	–	Closed
3036	FA Fiduciary Alliance Greenville, South Carolina	$0	-$145K	0	–	Closed
3037	First Command Advisory Services Fort Worth, Texas	$0	+$1.58K	1	0%	Increased
3038	FSI Flow State Investments Chicago, Illinois	$0	-$839K	0	–	Closed
3039	FWM FMB Wealth Management Westlake Village, California	$0	-$205K	0	–	Closed
3040	FMI F/M Investments Washington, District of Columbia	$0	-$1.7M	0	–	Closed
3041	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$0	-$249K	0	–	Closed
3042	FIM FWL Investment Management Dallas, Texas	$0	-$225K	0	–	Closed
3043	GCM Gallacher Capital Management Lone Tree, Colorado	$0	-$281K	0	–	Closed
3044	GBA Garrison Bradford & Associates New York	$0	-$212K	0	–	Closed
3045	GP Geneva Partners Lake Geneva, Wisconsin	$0	-$1.17M	0	–	Closed
3046	GWA GGM Wealth Advisors Baltimore, Maryland	$0	-$922K	0	–	Closed
3047	GGHC Gilder Gagnon Howe & Co New York	$0	-$2.92M	0	–	Closed
3048	GMA Glassy Mountain Advisors Bethesda, Maryland	$0	-$2.73K	0	–	Closed
3049	GB Goepper Burkhardt Greenville, South Carolina	$0	-$202K	0	–	Closed
3050	GG Golden Green Seneca, South Carolina	$0	-$1.07M	0	–	Closed