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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
3126	RC Roubaix Capital Denver, Colorado	$0	-$2.42M	0	–	Closed
3127	Ruffer LLP London, United Kingdom	$0	-$4.52M	0	–	Closed
3128	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$0	-$24K	0	–	Closed
3129	Samlyn Capital New York	$0	-$31M	0	–	Closed
3130	SAM Sandbar Asset Management London, United Kingdom	$0	-$13.6M	0	–	Closed
3131	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$0	-$298K	0	–	Closed
3132	SAM Scion Asset Management Saratoga, California	$0	-$5.3M	0	–	Closed
3133	SWM Selective Wealth Management Forest, Virginia	$0	-$60K	0	–	Closed
3134	SC Shay Capital New York	$0	-$443K	0	–	Closed
3135	Signature Estate & Investment Advisors Los Angeles, California	$0	-$229K	0	–	Closed
3136	SLA Silver Lake Advisory Cottonwood Heights, Utah	$0	-$303K	0	–	Closed
3137	SCM SIR Capital Management New York	$0	-$9.72M	0	–	Closed
3138	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$0	-$305K	0	–	Closed
3139	SC SRB Corp Boston, Massachusetts	$0	-$378K	0	–	Closed
3140	SA SRN Advisors Huntingdon Valley, Pennsylvania	$0	-$930K	0	–	Closed
3141	SFO Standard Family Office Sioux Falls, South Dakota	$0	-$5K	0	–	Closed
3142	SFG Steward Financial Group Colleyville, Texas	$0	+$308	2	0%	New
3143	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$0	-$249K	0	–	Closed
3144	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$0	-$21K	0	–	Closed
3145	TC Tenere Capital New York	$0	-$5.36M	0	–	Closed
3146	T TOBAM Paris, France	$0	-$28K	0	–	Closed
3147	USPCM Union Square Park Capital Management New York	$0	-$1.2M	0	–	Closed
3148	Varma Mutual Pension Insurance Co Helsinki, Finland	$0	-$5.54M	0	–	Closed
3149	VEA Virtus ETF Advisers New York	$0	-$704K	0	–	Closed
3150	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$0	-$166K	0	–	Closed