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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	% of Portfolio	Status
3501	FWM FLP Wealth Management Bentonville, Arkansas	$0	-$3.73K	–	Closed
3502	FA FSA Advisors Troy, Michigan	$0	-$251K	–	Closed
3503	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$0	-$960K	–	Closed
3504	GCS Gordian Capital (Singapore) Singapore	$0	-$208	–	Closed
3505	HCM Hall Capital Management Barrington, Rhode Island	$0	-$369K	–	Closed
3506	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$0	-$222K	–	Closed
3507	HFO Heritage Family Offices Scottsdale, Arizona	$0	-$1.4M	–	Closed
3508	HA HFG Advisors Cincinatti, Ohio	$0	-$471K	–	Closed
3509	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$0	-$3.72M	–	Closed
3510	HCM HMS Capital Management Nashville, Tennessee	$0	-$1.01M	–	Closed
3511	HBS Howard Bailey Securities Fort Wayne, Indiana	$0	-$962K	–	Closed
3512	HI Human Investing Lake Oswego, Oregon	$0	-$173K	–	Closed
3513	iA Global Asset Management Quebec, Quebec, Canada	$0	-$5.15M	–	Closed
3514	Ilex Capital Partners London, United Kingdom	$0	-$33.1M	–	Closed
3515	ISFAN Investor's Fiduciary Advisor Network Snoqualmie, Washington	$0	-$318K	–	Closed
3516	Junto Capital Management New York	$0	-$28M	–	Closed
3517	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$791K	–	Closed
3518	KI Kapitalo Investimentos Sao Paulo, Brazil	$0	-$162K	–	Closed
3519	KA Kerrisdale Advisers Miami, Florida	$0	-$1.44M	–	Closed
3520	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$0	-$97.4K	–	Closed
3521	LA Latitude Advisors Vero Beach, Florida	$0	-$226K	–	Closed
3522	LJHT Laurie J. Hall Trustee	$0	-$123K	–	Closed
3523	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$0	-$28.9K	–	Closed
3524	LP LGL Partners Philadelphia, Pennsylvania	$0	-$1.98M	–	Closed
3525	LFA LGT Financial Advisors Dallas, Texas	$0	-$19K	–	Closed