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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	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$2.81K	1	0.01%	New
2377	ED Exane Derivatives Paris, France	$2.34K	-$1.13M	2	0%	Reduced
2378	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1K	-$23.9K	1	0%	Reduced
2379	Close Asset Management London, United Kingdom	$1K	-$6.25M	1	0%	Reduced
2380	DeepCurrents Investment Group New York	$1K	+$1.44K	1	0%	New
2381	HFS HBC Financial Services Seattle, Washington	$1K	-$12.9K	1	0%	Reduced
2382	LAS Lloyd Advisory Services Suwanee, Georgia	$1K	-$19.7K	1	0%	Reduced
2383	UFF USA Financial Formulas Ada, Michigan	$1K	-$2.15M	1	0%	Reduced
2384	3C 361 Capital Denver, Colorado	$0	-$340K	0	–	Closed
2385	AWM Absher Wealth Management Chapel Hill, North Carolina	$0	-$203K	0	–	Closed
2386	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$254K	0	–	Closed
2387	AAA Adams Asset Advisors Dallas, Texas	$0	-$1.52M	0	–	Closed
2388	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$260K	0	–	Closed
2389	AKO Capital London, United Kingdom	$0	-$281M	0	–	Closed
2390	AlphaCore Capital La Jolla, California	$0	-$22K	0	–	Closed
2391	AAM Alpine Associates Management Palm Beach, Florida	$0	-$38.5M	0	–	Closed
2392	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$19K	0	–	Closed
2393	Anchor Capital Advisors Boston, Massachusetts	$0	-$218K	0	–	Closed
2394	AFM Anson Funds Management Dallas, Texas	$0	-$1.17M	0	–	Closed
2395	AA Argent Advisors Monroe, Louisiana	$0	-$263K	0	–	Closed
2396	ASA Armstrong Shaw Associates New Canaan, Connecticut	$0	-$202K	0	–	Closed
2397	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$12.9M	0	–	Closed
2398	ACM Ategra Capital Management Vienna, Virginia	$0	-$241K	0	–	Closed
2399	AI Atom Investors Austin, Texas	$0	-$1.39M	0	–	Closed
2400	ACP Aveo Capital Partners Englewood, Colorado	$0	-$473K	0	–	Closed