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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	ZB Zions Bancorporation Salt Lake City, Utah	$8K	$0	1	0%	Maintained
2102	FFW Fusion Family Wealth Woodbury, New York	$7K	$0	1	0%	Maintained
2103	PCFFS Pacific Center for Financial Services San Ramon, California	$7K	$0	1	0%	Maintained
2104	PI Parkside Investments Deerfield, Illinois	$6K	+$6.52K	1	0%	New
2105	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$5K	$0	1	0%	Maintained
2106	Hillsdale Investment Management Toronto, Ontario, Canada	$3K	-$2K	1	0%	Reduced
2107	NC NewSquare Capital Newtown Square, Pennsylvania	$2K	+$1.09K	2	0%	Increased
2108	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
2109	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	$0	1	0%	Maintained
2110	TD Ameritrade Investment Management Omaha, Nebraska	$2K	+$281	2	0%	Increased
2111	CIR Clear Investment Research Alpharetta, Georgia	$1K	+$1.52K	2	0%	New
2112	Tortoise Capital Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
2113	ACM Adalta Capital Management New York	$0	-$163K	0	–	Closed
2114	AL AJO LP Philadelphia, Pennsylvania	$0	-$1.33M	0	–	Closed
2115	AHC Anderson Hoagland & Co St Louis, Missouri	$0	-$670K	0	–	Closed
2116	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$375K	0	–	Closed
2117	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$5.23M	0	–	Closed
2118	ACM Ativo Capital Management Chicago, Illinois	$0	-$657K	0	–	Closed
2119	ACM Aviance Capital Management Sarasota, Florida	$0	-$167K	0	–	Closed
2120	BCA Bay Colony Advisors Concord, Massachusetts	$0	-$390K	0	–	Closed
2121	BA BCM Advisors Lafayette, Louisiana	$0	-$345K	0	–	Closed
2122	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	-$44K	0	–	Closed
2123	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$0	-$1.35M	0	–	Closed
2124	BI Boulegeris Investments Sandy Springs, Georgia	$0	-$2.14M	0	–	Closed
2125	Bridgewater Associates Westport, Connecticut	$0	-$1.37M	0	–	Closed