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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
1726	RWM Rezny Wealth Management Fort Myers, Florida	$8K	+$8.73K	1	0.01%	New
1727	CFA Camarda Financial Advisors Fleming Island, Florida	$7K	$0	1	0%	Maintained
1728	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$6K	+$6.16K	1	0.01%	New
1729	MAS Madden Advisory Services Jacksonville, Florida	$5K	+$5.72K	1	0%	New
1730	RCG Ruggie Capital Group Tavares, Florida	$5K	$0	1	0%	Maintained
1731	CWM Catamount Wealth Management Westport, Connecticut	$4K	$0	1	0%	Maintained
1732	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	$0	2	0%	Maintained
1733	SGAM Smith Group Asset Management Dallas, Texas	$2K	$0	1	0%	Maintained
1734	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1735	SIG Stanford Investment Group Mountain View, California	$2K	$0	1	0%	Maintained
1736	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$1K	+$793	1	0%	New
1737	AR Advisory Research Chicago, Illinois	$0	-$733K	0	–	Closed
1738	AQR Arbitrage Greenwich, Connecticut	$0	-$448K	0	–	Closed
1739	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$464K	0	–	Closed
1740	ACM Aviance Capital Management Sarasota, Florida	$0	-$697K	0	–	Closed
1741	BW Bison Wealth Atlanta, Georgia	$0	-$213K	0	–	Closed
1742	BI Boulegeris Investments Sandy Springs, Georgia	$0	-$312K	0	–	Closed
1743	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$2.24M	0	–	Closed
1744	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$0	-$269K	0	–	Closed
1745	CM Capital Management Glen Allen, Virginia	$0	-$206K	0	–	Closed
1746	CD Carl Domino West Palm Beach, Florida	$0	-$237K	0	–	Closed
1747	CC Carlson Capital Dallas, Texas	$0	-$3.95M	0	–	Closed
1748	CK Carnick & Kubik Colorado Springs, Colorado	$0	-$961K	0	–	Closed
1749	Carson Wealth (CWM LLC) Omaha, Nebraska	$0	-$9.62M	0	–	Closed
1750	CCP Clarkston Capital Partners Rochester, Michigan	$0	-$216K	0	–	Closed