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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	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
3077	DA Denali Advisors San Diego, California	$1.75K	-$7.19K	2	0%	Reduced
3078	ACM Anfield Capital Management Irvine, California	$1.67K	+$1.66K	1	0%	New
3079	FG Fairman Group Chesterbrook, Pennsylvania	$1.66K	-$39.4K	1	0%	Reduced
3080	UFF USA Financial Formulas Ada, Michigan	$1.66K	-$41.4K	1	0%	Reduced
3081	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.61K	$0	3	0%	Maintained
3082	PVH Psagot Value Holdings Tel Aviv, Israel	$1K	-$3.18M	1	0.01%	Reduced
3083	BC Belmont Capital Los Angeles, California	$188	$0	1	0%	Maintained
3084	1IA 1620 Investment Advisors Plymouth, Massachusetts	$0	-$603K	0	–	Closed
3085	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$0	-$69.7K	0	–	Closed
3086	AWM Able Wealth Management Toms River, New Jersey	$0	-$5.27K	0	–	Closed
3087	ARC Advisor Resource Council Dallas, Texas	$0	-$1.2M	0	–	Closed
3088	AFC AFT Forsyth & Company West Palm Beach, Florida	$0	-$201K	0	–	Closed
3089	A AJOVista Boston, Massachusetts	$0	-$99.7K	0	–	Closed
3090	AGM Alpine Global Management New York	$0	-$507K	0	–	Closed
3091	AIM Aquila Investment Management New York	$0	-$936K	0	–	Closed
3092	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$1.42M	0	–	Closed
3093	Aristotle Atlantic Partners Sarasota, Florida	$0	-$880K	0	–	Closed
3094	AGC Aspen Grove Capital Avon, Colorado	$0	-$237K	0	–	Closed
3095	BDS Banco de Sabadell Miami, Florida	$0	-$2.52M	0	–	Closed
3096	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$993K	0	–	Closed
3097	BDWCC B&D White Capital Company Lakeway, Texas	$0	-$1.62M	0	–	Closed
3098	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$0	-$6.33M	0	–	Closed
3099	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$0	-$378K	0	–	Closed
3100	BFAG Blackston Financial Advisory Group The Villages, Florida	$0	-$265K	0	–	Closed