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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	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$16K	-$1.08K	2	0%	Reduced
1602	KCPG Kavar Capital Partners Group Leawood, Kansas	$15K	$0	2	0.01%	Maintained
1603	TCM Tradewinds Capital Management Bellingham, Washington	$15K	-$12.8K	2	0.01%	Reduced
1604	SMG Spectrum Management Group Indianapolis, Indiana	$14K	$0	1	0.01%	Maintained
1605	HMS Hanseatic Management Services Albuquerque, New Mexico	$13.6K	-$1.25M	2	0.41%	Reduced
1606	WF WealthTrust Fairport Cleveland, Ohio	$13K	-$5.67K	1	0%	Reduced
1607	MAS Madden Advisory Services Jacksonville, Florida	$10K	+$9.07K	2	0.01%	New
1608	RO Reservoir Operations New York	$10K	+$10K	1	0%	New
1609	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$9K	+$8.76K	1	0%	New
1610	Brinker Capital Investments Berwyn, Pennsylvania	$7K	$0	1	0%	Maintained
1611	Walleye Trading New York	$7K	-$7.04M	1	0%	Reduced
1612	Avior Wealth Management Omaha, Nebraska	$4K	+$4.02K	1	0%	New
1613	IWC Integrated Wealth Counsel Carmel, California	$4K	-$5.82K	1	0%	Reduced
1614	IC IKOS CIF Limassol, Cyprus	$3K	+$2.61K	1	0%	New
1615	ACI Advance Capital I Southfield, Michigan	$0	-$1.64M	0	–	Closed
1616	AL Airain Ltd St. Peter Port, Guernsey	$0	-$3.12M	0	–	Closed
1617	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$11.2M	0	–	Closed
1618	Algert Global San Francisco, California	$0	-$927K	0	–	Closed
1619	AA Ancient Art Austin, Texas	$0	-$7.49M	0	–	Closed
1620	AWS Aris Wealth Services State College, Pennsylvania	$0	-$234K	0	–	Closed
1621	AIM Assured Investment Management New York	$0	-$1.3M	0	–	Closed
1622	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$967K	0	–	Closed
1623	BP BBR Partners New York	$0	-$227K	0	–	Closed
1624	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$0	-$1M	0	–	Closed
1625	BS Bessemer Securities New York	$0	-$1.44M	0	–	Closed