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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
2701	Fenimore Asset Management Cobleskill, New York	$237K	$0	1	0.01%	Maintained
2702	BFA Buttonwood Financial Advisors Baltimore, Maryland	$237K	$0	1	0.18%	Maintained
2703	GWSG GPS Wealth Strategies Group Centennial, Colorado	$236K	+$237K	2	0.05%	New
2704	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$234K	+$985	1	0.1%	Increased
2705	SHFA SC&H Financial Advisors Sparks, Maryland	$234K	+$31.1K	1	0.09%	Increased
2706	MCM McRae Capital Management Morristown, New Jersey	$234K	+$12.8K	1	0.07%	Increased
2707	JWM Janiczek Wealth Management Denver, Colorado	$232K	-$412	6	0.07%	Reduced
2708	KWM Kaydan Wealth Management Fenton, Michigan	$232K	+$233K	1	0.09%	New
2709	GFL Granite FO LLC Bedford, New Hampshire	$231K	+$181K	2	0.14%	Increased
2710	CW Channel Wealth Santa Barbara, California	$231K	+$233K	1	0.15%	New
2711	AWP Accretive Wealth Partners Parsippany, New Jersey	$231K	+$13.9K	1	0.15%	Increased
2712	CG Cutler Group San Francisco, California	$230K	-$46.9K	4	0.02%	Reduced
2713	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$230K	+$32.8K	1	0.04%	Increased
2714	TIM Tortoise Investment Management White Plains, New York	$229K	+$1.28K	4	0.04%	Increased
2715	ACM Antonetti Capital Management Naples, Florida	$229K	+$5.11K	2	0.33%	Increased
2716	PWAM Pinnacle West Asset Management Casper, Wyoming	$229K	+$231K	1	0.24%	New
2717	TA TFB Advisors Overland Park, Kansas	$228K	+$235K	1	0.17%	New
2718	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$228K	+$229K	1	0.07%	New
2719	JFA JNBA Financial Advisors Bloomington, Minnesota	$227K	+$2.99K	4	0.03%	Increased
2720	LFA Landmark Financial Advisors Bowling Green, Kentucky	$227K	-$22.7K	1	0.1%	Reduced
2721	PFG Prosperity Financial Group San Ramon, California	$227K	$0	1	0.23%	Maintained
2722	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$226K	+$228K	2	0.33%	New
2723	BHWM Beaird Harris Wealth Management Dallas, Texas	$226K	-$6.98K	2	0.04%	Reduced
2724	Mondrian Investment Partners London, United Kingdom	$226K	$0	1	0.01%	Maintained
2725	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$225K	-$53.6K	1	0.07%	Reduced