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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
1751	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$8K	$0	1	0.01%	Maintained
1752	UFA US Financial Advisors Braintree, Massachusetts	$6K	-$17.3K	1	0.01%	Reduced
1753	AIA Alerus Investment Advisors Wayzata, Minnesota	$4K	+$3.59K	1	0%	New
1754	LWA Lowe Wealth Advisors Columbia, Maryland	$4K	$0	2	0%	Maintained
1755	FAM Fortaleza Asset Management Chicago, Illinois	$2.73K	+$2.8K	1	0%	New
1756	DSN D. Scott Neal Lexington, Kentucky	$2K	$0	1	0%	Maintained
1757	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1758	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$1K	+$860	1	0%	New
1759	abrdn Investment Management Edinburgh, United Kingdom	$0	-$327K	0	–	Closed
1760	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$0	-$290K	0	–	Closed
1761	ACM Alpha Capital Management Austin, Texas	$0	-$261K	0	–	Closed
1762	AMF Tjänstepension Stockholm, Sweden	$0	-$4M	0	–	Closed
1763	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$3.05M	0	–	Closed
1764	ARGA Investment Management Stamford, Connecticut	$0	-$96K	0	–	Closed
1765	ACM Argent Capital Management St Louis, Missouri	$0	-$1.42M	0	–	Closed
1766	ASA Armstrong Shaw Associates New Canaan, Connecticut	$0	-$6.08M	0	–	Closed
1767	AC Ascend Capital Orinda, California	$0	-$7.51M	0	–	Closed
1768	BCM Bayesian Capital Management Brooklyn, New York	$0	-$680K	0	–	Closed
1769	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	$0	0	–	Closed
1770	BCM Bluefin Capital Management New York	$0	-$890K	0	–	Closed
1771	BPM Bronson Point Management Fairfield, Connecticut	$0	-$4.92M	0	–	Closed
1772	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$0	-$5K	0	–	Closed
1773	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$110K	0	–	Closed
1774	CC Capital Counsel New York	$0	-$693K	0	–	Closed
1775	CIM CenturyLink Investment Management Denver, Colorado	$0	-$420K	0	–	Closed