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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
1601	Brinker Capital Investments Berwyn, Pennsylvania	$7K	$0	1	0%	Maintained
1602	RWM Raffa Wealth Management Washington, District of Columbia	$3.31K	+$2.96K	3	0%	New
1603	GC Globeflex Capital San Diego, California	$3K	+$2.92K	1	0%	New
1604	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$862	$0	1	0.12%	Maintained
1605	Balyasny Asset Management Chicago, Illinois	$0	-$22.9M	0	–	Closed
1606	BCM Basswood Capital Management New York	$0	-$2.18M	0	–	Closed
1607	BCM BBT Capital Management Fort Worth, Texas	$0	-$2.69M	0	–	Closed
1608	BFG Beacon Financial Group Dallas, Texas	$0	-$617K	0	–	Closed
1609	BC BMI Capital New York	$0	-$1.57M	0	–	Closed
1610	CCM Cadian Capital Management New York	$0	-$5.77M	0	–	Closed
1611	CCM Cai Capital Management New York	$0	-$5.54M	0	–	Closed
1612	Capital Wealth Planning Naples, Florida	$0	-$755K	0	–	Closed
1613	CCM Catapult Capital Management New York	$0	-$8.74M	0	–	Closed
1614	CI Investments Inc Toronto, Ontario, Canada	$0	-$43K	0	–	Closed
1615	CFSG Community Financial Services Group Newport, Vermont	$0	-$283K	0	–	Closed
1616	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$982K	0	–	Closed
1617	Cornerstone Investment Partners Atlanta, Georgia	$0	-$215K	0	–	Closed
1618	CI Cowen Inc New York	$0	-$361K	0	–	Closed
1619	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	+$4.91K	1	0%	New
1620	DCM Daruma Capital Management New York	$0	-$626K	0	–	Closed
1621	Dodge & Cox San Francisco, California	$0	-$204K	0	–	Closed
1622	DSM Capital Partners Palm Beach Gardens, Florida	$0	-$149K	0	–	Closed
1623	DTL Dynamic Technology Lab Singapore	$0	-$1.78M	0	–	Closed
1624	EI EAM Investors Solana Beach, California	$0	-$2.11M	0	–	Closed
1625	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$146K	0	–	Closed