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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
2501	DWMG DB Wealth Management Group San Diego, California	$43K	$0	2	0.03%	Maintained
2502	Kayne Anderson Rudnick Investment Management Los Angeles, California	$42K	+$9.2K	2	0%	Increased
2503	SWA SOA Wealth Advisors New York	$42K	+$2.04K	3	0.01%	Increased
2504	OAJ Ogorek Anthony Joseph Williamsville, New York	$41K	$0	3	0.02%	Maintained
2505	AIM Arcadia Investment Management Kalamazoo, Michigan	$39K	$0	1	0.01%	Maintained
2506	CH Canton Hathaway Providence, Rhode Island	$39K	$0	1	0.01%	Maintained
2507	PA Perennial Advisors New York	$39K	+$13.6K	1	0.01%	Increased
2508	LWA Lowe Wealth Advisors Columbia, Maryland	$38K	+$18.1K	2	0.02%	Increased
2509	RA Resolute Advisors San Francisco, California	$38K	+$43.3K	3	0.01%	New
2510	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$38K	$0	1	0.07%	Maintained
2511	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$37K	+$17.3K	2	0.02%	Increased
2512	HFA Hoover Financial Advisors Malvern, Pennsylvania	$37K	-$18.8K	3	0.01%	Reduced
2513	EW Emerson Wealth Bloomfield Hills, Michigan	$36K	+$33.5K	1	0.02%	New
2514	RBC Roble Belko & Company Sewickley, Pennsylvania	$34K	$0	3	0.01%	Maintained
2515	AFS Annapolis Financial Services Annapolis, Maryland	$32K	$0	1	0.01%	Maintained
2516	IPW IronBridge Private Wealth Austin, Texas	$31K	$0	1	0.02%	Maintained
2517	FP Financial Perspectives Minneapolis, Minnesota	$30.1K	$0	1	0.02%	Maintained
2518	IWP IAG Wealth Partners Waukesha, Wisconsin	$30K	-$4.91K	3	0.01%	Reduced
2519	TCM TD Capital Management Memphis, Tennessee	$30K	$0	2	0%	Maintained
2520	KIG Kessler Investment Group Columbus, Indiana	$27K	-$586K	1	0.04%	Reduced
2521	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$26K	+$12.8K	2	0.01%	Increased
2522	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$26K	+$7K	2	0.01%	Increased
2523	PCA Providence Capital Advisors Charlotte, North Carolina	$25K	+$6.03K	2	0.01%	Increased
2524	MFA McClarren Financial Advisors State College, Pennsylvania	$24K	+$146	1	0.02%	Increased
2525	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$23K	$0	1	0.02%	Maintained