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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
2651	WFPG Waller Financial Planning Group Columbus, Ohio	$258K	+$46.3K	1	0.07%	Increased
2652	MWM Mascoma Wealth Management Hanover, New Hampshire	$257K	-$164K	1	0.08%	Reduced
2653	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$257K	$0	1	0.2%	Maintained
2654	SCM Shapiro Capital Management Atlanta, Georgia	$257K	$0	1	0.01%	Maintained
2655	RCI RS Crum Inc Newport Beach, California	$256K	-$1.96K	1	0.09%	Reduced
2656	VP Verum Partners Charlotte, North Carolina	$256K	+$256K	1	0.23%	New
2657	PWA Physician Wealth Advisors Midvale, Utah	$256K	$0	1	0.06%	Maintained
2658	KFP KB Financial Partners Princeton, New Jersey	$255K	-$502K	4	0.07%	Reduced
2659	RMSCM R.M. Sincerbeaux Capital Management New York	$255K	$0	1	0.17%	Maintained
2660	SWP Summit Wealth Partners Orlando, Florida	$254K	$0	1	0.06%	Maintained
2661	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$254K	$0	1	0.03%	Maintained
2662	ACM Antonetti Capital Management Naples, Florida	$254K	+$24.3K	1	0.37%	Increased
2663	PCA Prosperity Capital Advisors Westlake, Ohio	$254K	-$1.08K	1	0.04%	Reduced
2664	Menora Mivtachim Holdings Ramat Gan, Israel	$253K	-$1.32M	1	0%	Reduced
2665	CCP Carmel Capital Partners San Diego, California	$251K	-$104K	2	0.13%	Reduced
2666	JWM Janiczek Wealth Management Denver, Colorado	$249K	+$15K	5	0.07%	Increased
2667	VCAM Van Cleef Asset Management Beachwood, Ohio	$248K	$0	1	0.04%	Maintained
2668	PPWM PFG Private Wealth Management Lutz, Florida	$248K	-$9.01K	2	0.15%	Reduced
2669	CIA Cape Investment Advisory Mcdonough, Georgia	$248K	-$8.81K	2	0.14%	Reduced
2670	DA Detalus Advisors St. Louis, Missouri	$247K	$0	1	0.11%	Maintained
2671	DF Dent & Co Baltimore, Maryland	$247K	-$1.57K	1	0%	Reduced
2672	MWAM Manhattan West Asset Management Los Angeles, California	$247K	-$57K	1	0.09%	Reduced
2673	RFG RFP Financial Group Atlanta, Georgia	$247K	+$219K	3	0.1%	Increased
2674	PBO Peoples Bank (Ohio) Marietta, Ohio	$247K	-$979	1	0.15%	Reduced
2675	SIS Sound Income Strategies Ft Lauderdale, Florida	$246K	-$48.9K	3	0.03%	Reduced