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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
2751	SMG Spectrum Management Group Indianapolis, Indiana	$6K	$0	1	0%	Maintained
2752	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$5.52K	+$5.38K	1	0.01%	New
2753	MP McDonald Partners Cleveland, Ohio	$5.52K	-$10.8M	1	0.01%	Reduced
2754	FEG Financial Enhancement Group Anderson, Indiana	$5K	-$261	1	0%	Reduced
2755	TCWA Ten Capital Wealth Advisors Spokane, Washington	$5K	$0	1	0%	Maintained
2756	CWM Cedar Wealth Management Walnut Creek, California	$4K	+$3.83K	1	0%	New
2757	MIM Macroview Investment Management Bethesda, Maryland	$4K	$0	1	0.01%	Maintained
2758	PWC PYA Waltman Capital Knoxville, Tennessee	$4K	+$3.83K	1	0%	New
2759	SFG Steward Financial Group Colleyville, Texas	$4K	+$4.18K	1	0%	New
2760	CM Cornerstone Management Duluth, Georgia	$3.01K	+$3.05K	1	0%	New
2761	RCM Regency Capital Management Honolulu, Hawaii	$3K	+$2.8K	1	0%	New
2762	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
2763	HWM HighMark Wealth Management St. Paul, Minnesota	$2K	-$5K	2	0%	Reduced
2764	HC Hoese & Co Glencoe, Minnesota	$2K	$0	1	0%	Maintained
2765	LIM Longfellow Investment Management Boston, Massachusetts	$2K	-$345	1	0%	Reduced
2766	MWC MBM Wealth Consultants Chesterfield, Missouri	$2K	$0	2	0%	Maintained
2767	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.34K	+$1.29K	3	0%	New
2768	WestEnd Advisors Charlotte, North Carolina	$1.2K	+$1.2K	3	0%	New
2769	MG MilWealth Group Milwaukee, Wisconsin	$1.12K	$0	1	0%	Maintained
2770	BA Bivin & Associates Ponca City, Oklahoma	$1K	+$1.12K	1	0%	New
2771	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$1K	+$3.4K	1	0%	New
2772	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	$0	1	0.03%	Maintained
2773	UC Unio Capital Princeton, New Jersey	$576	$0	1	0%	Maintained
2774	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$209K	0	–	Closed
2775	AL ADE LLC Baltimore, Maryland	$0	-$95K	0	–	Closed