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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
2376	Walleye Capital New York	$178K	+$184K	1	0.01%	New
2377	TIM Tortoise Investment Management White Plains, New York	$176K	+$50.4K	4	0.04%	Increased
2378	HA Harbor Advisors West Palm Beach, Florida	$173K	$0	1	0.05%	Maintained
2379	APC Aspire Private Capital Cornelius, North Carolina	$172K	$0	2	0.07%	Maintained
2380	CG Cutler Group San Francisco, California	$168K	-$76.6K	2	0.01%	Reduced
2381	AAM Alpine Associates Management Palm Beach, Florida	$165K	+$159K	1	0.01%	New
2382	Ossiam Paris, France	$164K	-$3.2M	2	0.01%	Reduced
2383	PWP Personal Wealth Partners Bloomington, Minnesota	$164K	+$352	5	0.07%	Increased
2384	Simon Quick Advisors Morristown, New Jersey	$163K	+$99.9K	5	0.06%	Increased
2385	CA Centerpoint Advisors Needham, Massachusetts	$162K	$0	2	0.12%	Maintained
2386	FWM Focused Wealth Management Newburgh, New York	$158K	+$160K	2	0.04%	New
2387	SIC Samalin Investment Counsel Chappaqua, New York	$158K	+$153K	3	0.13%	New
2388	KFS Kelly Financial Services Braintree, Massachusetts	$157K	+$201	3	0.12%	Increased
2389	VNA Valley National Advisers Bethlehem, Pennsylvania	$156K	-$280K	3	0.04%	Reduced
2390	CPA Cowen Prime Advisors New York	$155K	$0	1	0.07%	Maintained
2391	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$153K	+$152K	2	0.1%	New
2392	JSC Jackson Square Capital San Francisco, California	$153K	+$147K	1	0.09%	New
2393	FA Fortis Advisors Wayne, Pennsylvania	$150K	$0	1	0.09%	Maintained
2394	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$150K	$0	1	0.06%	Maintained
2395	RCA Ranch Capital Advisors Sarasota, Florida	$150K	+$149K	2	0.12%	New
2396	FA Financial Advantage Columbia, Maryland	$149K	$0	1	0.1%	Maintained
2397	CCA Column Capital Advisors Indianapolis, Indiana	$142K	+$139K	3	0.07%	New
2398	TI Truehand Inc Strafford, New Hampshire	$142K	$0	1	0.11%	Maintained
2399	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$141K	-$315K	1	0.06%	Reduced
2400	MF Manchester Financial Westlake Village, California	$129K	+$129K	3	0.05%	New