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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
1626	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$6.16M	0	–	Closed
1627	Carson Wealth (CWM LLC) Omaha, Nebraska	$0	-$247K	0	–	Closed
1628	CC Casablanca Capital New York	$0	-$3.85M	0	–	Closed
1629	CEI Clark Estates Inc New York	$0	-$17.5M	0	–	Closed
1630	CCM Corsair Capital Management New York	$0	-$1.23M	0	–	Closed
1631	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	$0	0	–	Closed
1632	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$0	-$538K	0	–	Closed
1633	DRW Securities Chicago, Illinois	$0	-$386K	0	–	Closed
1634	Dynamic Advisor Solutions Phoenix, Arizona	$0	-$379K	0	–	Closed
1635	ELC Edgar Lomax Company Kingstowne, Virginia	$0	-$6.57M	0	–	Closed
1636	EWM Elite Wealth Management Kirkland, Washington	$0	-$135K	0	–	Closed
1637	FAB First American Bank Dundee, Illinois	$0	-$2.57M	0	–	Closed
1638	FAT First American Trust Santa Ana, California	$0	-$309K	0	–	Closed
1639	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$0	-$862	0	–	Closed
1640	FIM FourPoints Investment Managers Paris, France	$0	-$1.68M	0	–	Closed
1641	GIM Greylin Investment Management Orange, Virginia	$0	-$262K	0	–	Closed
1642	Guinness Asset Management London, United Kingdom	$0	-$2.18M	0	–	Closed
1643	GAAM Guinness Atkinson Asset Management Pasadena, California	$0	-$88K	0	–	Closed
1644	HT HAP Trading New York	$0	-$1.26M	0	–	Closed
1645	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$0	-$207K	0	–	Closed
1646	HPA Hilltop Park Associates New York	$0	-$7.12M	0	–	Closed
1647	ICAP Independence Capital Asset Partners Denver, Colorado	$0	-$230K	0	–	Closed
1648	IFA Interactive Financial Advisors New Lenox, Illinois	$0	+$237	1	0%	New
1649	KFP Keystone Financial Planning Cleveland, Ohio	$0	-$40K	0	–	Closed
1650	LCS Levin Capital Strategies New York	$0	-$3.06M	0	–	Closed