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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
2726	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$50K	$0	1	0.06%	Maintained
2727	ACK Andrew C. Karlinski	$49K	-$5.34K	2	0.07%	Reduced
2728	Loomis, Sayles & Company Boston, Massachusetts	$49K	-$3.34M	3	0%	Reduced
2729	Close Asset Management London, United Kingdom	$48K	$0	2	0%	Maintained
2730	Edmond de Rothschild Holding Chambesy, Switzerland	$45K	-$131K	1	0%	Reduced
2731	OAJ Ogorek Anthony Joseph Williamsville, New York	$44K	$0	3	0.02%	Maintained
2732	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$43K	+$181	2	0.02%	Increased
2733	PP PFS Partners Mine Hill, New Jersey	$42.5K	$0	2	0.05%	Maintained
2734	LFA Level Financial Advisors East Amherst, New York	$42K	-$12K	1	0.03%	Reduced
2735	M1FG Mach-1 Financial Group Rogers, Arkansas	$42K	+$4.07K	1	0.04%	Increased
2736	TCM TD Capital Management Memphis, Tennessee	$42K	+$43.6K	2	0.01%	New
2737	BCFD Boit C.F. David	$41K	+$45.3K	1	0.03%	New
2738	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$39K	$0	1	0.01%	Maintained
2739	DWMG DB Wealth Management Group San Diego, California	$36K	-$10K	1	0.03%	Reduced
2740	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$34K	-$26.2K	0	–	Closed
2741	SC Sawyer & Company Boston, Massachusetts	$34K	-$3.17K	1	0.02%	Reduced
2742	JCP JB Capital Partners Armonk, New York	$33K	$0	1	0.01%	Maintained
2743	PA PSI Advisors Tampa, Florida	$33K	+$1.2K	4	0.02%	Increased
2744	RBC Roble Belko & Company Sewickley, Pennsylvania	$32K	$0	2	0.01%	Maintained
2745	Storebrand Asset Management Lysaker, Norway	$31.6K	$0	1	0%	Maintained
2746	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$31.6K	+$181	1	0.02%	Increased
2747	CMP Coston McIsaac & Partners Bar Harbor, Maine	$31K	$0	2	0.01%	Maintained
2748	WA Win Advisors Palm Beach Gardens, Florida	$30K	-$453	1	0.01%	Reduced
2749	FP Financial Perspectives Minneapolis, Minnesota	$29.6K	$0	1	0.02%	Maintained
2750	WWP WR Wealth Planners Columbia, Missouri	$29.6K	+$362	3	0.02%	Increased