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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
2876	GW&K Investment Management Boston, Massachusetts	$73K	+$72.9K	4	0%	New
2877	TC Tacita Capital Toronto, Ontario, Canada	$73K	$0	1	0.05%	Maintained
2878	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$69.1K	-$33.5K	1	0.05%	Reduced
2879	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$68K	-$8.63M	2	0.04%	Reduced
2880	KIG Kessler Investment Group Columbus, Indiana	$65.6K	+$2.94K	1	0.05%	Increased
2881	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$63.2K	-$4.41K	2	0.03%	Reduced
2882	LFA Level Financial Advisors East Amherst, New York	$63K	+$11.9K	2	0.04%	Increased
2883	IFS Intelligent Financial Strategies Excelsior, Minnesota	$61.9K	$0	1	0.05%	Maintained
2884	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$60.1K	$0	1	0.05%	Maintained
2885	FRA Front Row Advisors Tiburon, California	$60K	-$1.75K	2	0.03%	Reduced
2886	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$55.9K	+$19.2K	3	0.02%	Increased
2887	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$55.1K	-$12.8K	1	0.05%	Reduced
2888	CMP Coston McIsaac & Partners Bar Harbor, Maine	$55K	+$19K	2	0.02%	Increased
2889	TCM TD Capital Management Memphis, Tennessee	$51.1K	$0	2	0.01%	Maintained
2890	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$50.9K	+$49.7K	1	0%	New
2891	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$50.9K	-$202K	2	0.02%	Reduced
2892	IWP IAG Wealth Partners Waukesha, Wisconsin	$49.9K	+$3.43K	4	0.01%	Increased
2893	BCFD Boit C.F. David	$49K	$0	1	0.03%	Maintained
2894	ICM Intrepid Capital Management Jacksonville Beach, Florida	$48.1K	+$47.2K	2	0.03%	New
2895	JCP JB Capital Partners Armonk, New York	$47K	$0	1	0.01%	Maintained
2896	RTL Red Tortoise LLC Atlanta, Georgia	$46.7K	-$8.13K	4	0.03%	Reduced
2897	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$46.5K	$0	1	0.01%	Maintained
2898	PP PFS Partners Mine Hill, New Jersey	$45.5K	$0	2	0.04%	Maintained
2899	OA Operose Advisors Milwaukee, Wisconsin	$44.1K	$0	1	0.02%	Maintained
2900	PH Pinnacle Holdings Tulsa, Oklahoma	$43.9K	$0	1	0.02%	Maintained