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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
2101	Bogart Wealth LLC Mclean, Virginia	$4K	-$1.49K	1	0%	Reduced
2102	HA Hays Advisory Franklin, Tennessee	$4K	+$3.78K	2	0%	New
2103	Nikko Asset Management Americas New York	$4K	-$641K	1	0%	Reduced
2104	ACS Archford Capital Strategies Swansea, Illinois	$3K	-$1.14M	1	0%	Reduced
2105	DWA Divergent Wealth Advisors South Jordan, Utah	$3K	+$2.73K	1	0%	New
2106	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$3K	$0	1	0%	Maintained
2107	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
2108	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	$0	1	0.01%	Maintained
2109	NC NewSquare Capital Newtown Square, Pennsylvania	$1K	-$1.07K	1	0%	Reduced
2110	Tortoise Capital Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
2111	ED Exane Derivatives Paris, France	$285	-$2.29K	2	0%	Reduced
2112	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$685K	0	–	Closed
2113	AP Advisors Preferred Rockville, Maryland	$0	-$17K	0	–	Closed
2114	AU Algebris (UK) London, United Kingdom	$0	-$1.98M	0	–	Closed
2115	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$103K	0	–	Closed
2116	Alphinity Investment Management Sydney, Australia	$0	-$5.3M	0	–	Closed
2117	AGM Alpine Global Management New York	$0	-$1.84M	0	–	Closed
2118	AFIA America First Investment Advisors Omaha, Nebraska	$0	-$35K	0	–	Closed
2119	AWM Aries Wealth Management Portland, Maine	$0	-$204K	0	–	Closed
2120	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$72.7M	0	–	Closed
2121	AAM Azzad Asset Management Falls Church, Virginia	$0	-$201K	0	–	Closed
2122	BPB Badgley, Phelps & Bell Seattle, Washington	$0	-$230K	0	–	Closed
2123	Balentine LLC Atlanta, Georgia	$0	-$154K	0	–	Closed
2124	BC Banced Corp Edwardsville, Illinois	$0	-$218K	0	–	Closed
2125	BAM Bell Asset Management Melbourne, Australia	$0	-$6.12M	0	–	Closed