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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
1676	Pathstone Family Office Englewood, New Jersey	$3K	+$2.96K	1	0.01%	New
1677	SGAM Smith Group Asset Management Dallas, Texas	$2K	$0	1	0%	Maintained
1678	SIG Stanford Investment Group Mountain View, California	$2K	$0	1	0%	Maintained
1679	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$1K	$0	1	0%	Maintained
1680	SA SRH Advisors Salina, Kansas	$1K	$0	1	0.01%	Maintained
1681	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$15.5M	0	–	Closed
1682	ACI Advance Capital I Southfield, Michigan	$0	-$1.18M	0	–	Closed
1683	Advent Capital Management New York	$0	-$3.33M	0	–	Closed
1684	AWM Affinity Wealth Management Wilmington, Delaware	$0	-$221K	0	–	Closed
1685	AIA Alerus Investment Advisors Wayzata, Minnesota	$0	-$3.76M	0	–	Closed
1686	ALPS Advisors Denver, Colorado	$0	-$563K	0	–	Closed
1687	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$0	-$67K	0	–	Closed
1688	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$929K	0	–	Closed
1689	AC Ascend Capital Orinda, California	$0	-$10.6M	0	–	Closed
1690	Atalanta Sosnoff Capital New York	$0	-$66.1M	0	–	Closed
1691	Avalon Investment & Advisory Houston, Texas	$0	-$14.1M	0	–	Closed
1692	BHTS Bar Harbor Trust Services Ellsworth, Maine	$0	-$244K	0	–	Closed
1693	BCM BBT Capital Management Fort Worth, Texas	$0	-$725K	0	–	Closed
1694	Brandes Investment Partners La Jolla, California	$0	-$302K	0	–	Closed
1695	BWM Braver Wealth Management Needham, Massachusetts	$0	-$1.93M	0	–	Closed
1696	BRWM B. Riley Wealth Management Memphis, Tennessee	$0	-$117K	0	–	Closed
1697	Brinker Capital Investments Berwyn, Pennsylvania	$0	+$308	1	0%	New
1698	BAPIM British Airways Pensions Investment Management London, United Kingdom	$0	-$30.1M	0	–	Closed
1699	BPM Bronson Point Management Fairfield, Connecticut	$0	-$7.04M	0	–	Closed
1700	Cannell & Spears New York	$0	-$228K	0	–	Closed