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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
2801	FIA FNY Investment Advisers New York	$45K	-$49.4K	3	0.03%	Reduced
2802	M1FG Mach-1 Financial Group Rogers, Arkansas	$45K	+$46K	1	0.03%	New
2803	SC Sawyer & Company Boston, Massachusetts	$43K	-$5.58K	1	0.02%	Reduced
2804	DCM Disciplina Capital Management Nashville, Tennessee	$42K	+$241	1	0.01%	Increased
2805	Aquatic Capital Management Chicago, Illinois	$41K	+$48.9K	2	0.01%	New
2806	SSC Syverson Strege & Co West Des Moines, Iowa	$41K	+$15.4K	1	0.02%	Increased
2807	ETI Enterprise Trust & Investment Los Gatos, California	$38K	+$37.6K	3	0.02%	New
2808	CMP Coston McIsaac & Partners Bar Harbor, Maine	$37K	+$36.5K	2	0.02%	New
2809	PA PSI Advisors Tampa, Florida	$37K	+$538	3	0.02%	Increased
2810	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$36.9K	+$192	1	0.02%	Increased
2811	POIA Pin Oak Investment Advisors Houston, Texas	$36K	+$1.92K	1	0.04%	Increased
2812	WA Win Advisors Palm Beach Gardens, Florida	$36K	-$149K	1	0.07%	Reduced
2813	FP Financial Perspectives Minneapolis, Minnesota	$34.8K	$0	1	0.02%	Maintained
2814	Storebrand Asset Management Lysaker, Norway	$34.2K	$0	1	0%	Maintained
2815	ED Exane Derivatives Paris, France	$34.1K	-$48.7K	3	0.02%	Reduced
2816	FWA FSC Wealth Advisors Fishkill, New York	$34K	-$100K	1	0.3%	Reduced
2817	PFA Professional Financial Advisors North Platte, Nebraska	$34K	$0	1	0.02%	Maintained
2818	RBC Roble Belko & Company Sewickley, Pennsylvania	$34K	-$34.7K	2	0.01%	Reduced
2819	WWP WR Wealth Planners Columbia, Missouri	$33K	$0	3	0.02%	Maintained
2820	AIM Arcadia Investment Management Kalamazoo, Michigan	$29K	+$21K	2	0.01%	Increased
2821	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$29K	$0	1	0.02%	Maintained
2822	SWA SOA Wealth Advisors New York	$29K	-$30.3K	1	0.01%	Reduced
2823	UCB United Community Bank Greenville, South Carolina	$26.9K	-$232K	2	0.03%	Reduced
2824	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$26K	$0	1	0.01%	Maintained
2825	DWA Delos Wealth Advisors Dallas, Texas	$26K	-$70.5K	3	0.03%	Reduced