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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
3076	EULAV Asset Management Sarasota, Florida	$0	-$1.24M	0	–	Closed
3077	First Command Advisory Services Fort Worth, Texas	$0	+$4.06K	1	0%	New
3078	FLII First Long Island Investors Jericho, New York	$0	-$312K	0	–	Closed
3079	FTCM Fir Tree Capital Management New York	$0	-$11.4M	0	–	Closed
3080	FRM Fox Run Management Greenwich, Connecticut	$0	-$928K	0	–	Closed
3081	GCM Gladius Capital Management Chicago, Illinois	$0	-$110K	0	–	Closed
3082	GWSG GPS Wealth Strategies Group Centennial, Colorado	$0	-$505K	0	–	Closed
3083	GTCM Gyon Technologies Capital Management Denville, New Jersey	$0	-$1.48M	0	–	Closed
3084	HW Hamilton Wealth Encino, California	$0	-$204K	0	–	Closed
3085	HFA Harbert Fund Advisors Birmingham, Alabama	$0	-$1M	0	–	Closed
3086	HFG Heron Financial Group New York	$0	-$204K	0	–	Closed
3087	HCM Highlander Capital Management Short Hills, New Jersey	$0	-$20K	0	–	Closed
3088	HPWM Highland Private Wealth Management Bellevue, Washington	$0	-$548K	0	–	Closed
3089	HIF Hill Island Financial Grand Rapids, Michigan	$0	-$285K	0	–	Closed
3090	Hood River Capital Management Palm Beach Gardens, Florida	$0	-$15.8M	0	–	Closed
3091	IHWM Iron Horse Wealth Management Johston, Iowa	$0	+$94	1	0%	New
3092	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$0	-$261K	0	–	Closed
3093	Jacobs Levy Equity Management Florham Park, New Jersey	$0	-$37.3M	0	–	Closed
3094	KCM Karp Capital Management Sausalito, California	$0	-$1.05M	0	–	Closed
3095	KAS Kemnay Advisory Services New York	$0	-$15.7M	0	–	Closed
3096	KLCM KG&L Capital Management Saint Francisville, Louisiana	$0	-$892K	0	–	Closed
3097	Laurion Capital Management New York	$0	-$4.17M	0	–	Closed
3098	LPARFS Leverage Partners Absolute Return Fund SPC Cayman Islands Ky1-11111, Cayman Islands	$0	-$2.82M	0	–	Closed
3099	Liontrust Investment Partners London, United Kingdom	$0	-$14M	0	–	Closed
3100	LAS LWM Advisory Services Plantation, Florida	$0	-$273K	0	–	Closed