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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
1901	2L 22NW LP Seattle, Washington	$0	-$1.09M	0	–	Closed
1902	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$22.6M	0	–	Closed
1903	ACM Alpha Capital Management Austin, Texas	$0	-$231K	0	–	Closed
1904	Alphadyne Asset Management New York	$0	-$581K	0	–	Closed
1905	ACM Americafirst Capital Management Roseville, California	$0	-$83.5K	0	–	Closed
1906	ACP Aveo Capital Partners Englewood, Colorado	$0	-$332K	0	–	Closed
1907	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	+$107	1	0%	New
1908	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	-$89K	0	–	Closed
1909	BW Bison Wealth Atlanta, Georgia	$0	-$201K	0	–	Closed
1910	Blackhill Capital Morristown, New Jersey	$0	-$58K	0	–	Closed
1911	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$493K	0	–	Closed
1912	Brighton Jones LLC Seattle, Washington	$0	-$399K	0	–	Closed
1913	BA Bristol Advisors Conshohocken, Pennsylvania	$0	-$326K	0	–	Closed
1914	BCM BTC Capital Management Des Moines, Iowa	$0	-$3.91M	0	–	Closed
1915	Capital Wealth Planning Naples, Florida	$0	-$227K	0	–	Closed
1916	Capstone Investment Advisors New York	$0	-$6.78M	0	–	Closed
1917	CI Global Investments Oakland, California	$0	-$18K	0	–	Closed
1918	Clark Capital Management Group Philadelphia, Pennsylvania	$0	-$17.6M	0	–	Closed
1919	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$7.76M	0	–	Closed
1920	CC Colrain Capital Boston, Massachusetts	$0	-$781K	0	–	Closed
1921	Country Trust Bank Bloomington, Illinois	$0	-$97K	0	–	Closed
1922	DRS Deane Retirement Strategies New Orleans, Louisiana	$0	-$1.51M	0	–	Closed
1923	DPA Delphi Private Advisors San Diego, California	$0	-$31K	0	–	Closed
1924	Destination Wealth Management Walnut Creek, California	$0	-$218K	0	–	Closed
1925	DVM Dreman Value Management West Palm Beach, Florida	$0	-$43K	0	–	Closed