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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
2476	FP Financial Perspectives Minneapolis, Minnesota	$27.9K	+$1.84K	1	0.02%	Increased
2477	PA Perennial Advisors New York	$23K	+$21.4K	1	0.01%	New
2478	FEG Financial Enhancement Group Anderson, Indiana	$22K	-$10.1K	1	0%	Reduced
2479	MFA McClarren Financial Advisors State College, Pennsylvania	$22K	+$20.4K	1	0.02%	New
2480	RF Robbins Farley Bedford, New Hampshire	$22K	+$20.6K	2	0.02%	New
2481	AJ Ashburton (Jersey) St Helier, Jersey	$20K	$0	1	0.01%	Maintained
2482	HCM Horrell Capital Management Little Rock, Arkansas	$20K	$0	2	0.01%	Maintained
2483	HF Halpern Financial Ashburn, Virginia	$19K	-$1.83K	1	0.01%	Reduced
2484	NEAM New England Asset Management Farmington, Connecticut	$19K	$0	1	0%	Maintained
2485	SSC Syverson Strege & Co West Des Moines, Iowa	$19K	+$17.6K	1	0.02%	New
2486	LWA Lowe Wealth Advisors Columbia, Maryland	$18K	$0	2	0.01%	Maintained
2487	MS Mizuho Securities Tokyo, Japan	$18K	-$16.4K	3	0%	Reduced
2488	SC Sawyer & Company Boston, Massachusetts	$18K	$0	1	0.01%	Maintained
2489	TCCM Timber Creek Capital Management Boston, Massachusetts	$18K	$0	1	0.01%	Maintained
2490	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$17K	-$300K	2	0.01%	Reduced
2491	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$17K	+$15.3K	1	0.01%	New
2492	POIA Pin Oak Investment Advisors Houston, Texas	$17K	$0	1	0.01%	Maintained
2493	PCA Providence Capital Advisors Charlotte, North Carolina	$17K	-$41.9K	2	0.01%	Reduced
2494	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$15K	+$12.3K	1	0.01%	New
2495	PCFFS Pacific Center for Financial Services San Ramon, California	$15K	$0	1	0.01%	Maintained
2496	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$12K	$0	2	0.01%	Maintained
2497	RMC Resources Management Corp West Hartford, Connecticut	$12K	$0	1	0%	Maintained
2498	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$12K	-$11.3K	2	0.18%	Reduced
2499	FPW Flagship Private Wealth Woburn, Massachusetts	$11K	+$11K	1	0.01%	New
2500	Baillie Gifford & Co Edinburgh, United Kingdom	$11K	+$10.4K	1	0%	New