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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
2926	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$107K	$0	2	0.06%	Maintained
2927	Vaughan Nelson Investment Management Houston, Texas	$107K	-$903	1	0%	Reduced
2928	PO Private Ocean San Rafael, California	$105K	$0	3	0.01%	Maintained
2929	VCM Versant Capital Management Phoenix, Arizona	$105K	-$31.4K	5	0.03%	Reduced
2930	CFS CGC Financial Services Lake Oswego, Oregon	$104K	$0	2	0.05%	Maintained
2931	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$103K	-$45.6K	2	0.08%	Reduced
2932	BAM Byrne Asset Management Kingston, New Jersey	$103K	+$4.14K	3	0.07%	Increased
2933	DCM Disciplina Capital Management Nashville, Tennessee	$102K	$0	1	0.02%	Maintained
2934	KLWA Kelly Lawrence W & Associates Pasadens, California	$102K	$0	1	0.02%	Maintained
2935	BAM Bellevue Asset Management Bellevue, Washington	$101K	+$8.89K	4	0.06%	Increased
2936	ME McIlrath & Eck Arlington, Washington	$99.1K	$0	4	0.02%	Maintained
2937	LWA Lowe Wealth Advisors Columbia, Maryland	$97.6K	$0	2	0.05%	Maintained
2938	FMP Financial Management Professionals Austin, Texas	$97K	-$19.3K	4	0.01%	Reduced
2939	OA Operose Advisors Milwaukee, Wisconsin	$97K	$0	3	0.03%	Maintained
2940	AWM Ameliora Wealth Management Zurich, Switzerland	$96.2K	$0	2	0.04%	Maintained
2941	FWA FSC Wealth Advisors Fishkill, New York	$95.7K	-$37.4K	4	0.07%	Reduced
2942	AFS Annapolis Financial Services Annapolis, Maryland	$93.6K	-$1.63K	2	0.03%	Reduced
2943	OCM Orion Capital Management Coronado, California	$92.5K	$0	2	0.05%	Maintained
2944	CIAS CBIZ Investment Advisory Services Independence, Ohio	$92.5K	+$86.7K	2	0.01%	New
2945	RAM Riggs Asset Management Dallas, Pennsylvania	$83.1K	-$62.6K	3	0.02%	Reduced
2946	GFL Granite FO LLC Bedford, New Hampshire	$82.6K	$0	2	0.05%	Maintained
2947	FFA Frazier Financial Advisors Columbus, Ohio	$82.2K	+$8.47K	5	0.07%	Increased
2948	SIC SJS Investment Consulting Sylvania, Ohio	$81.1K	+$34.5K	6	0.02%	Increased
2949	SVCP Silicon Valley Capital Partners San Jose, California	$78.9K	+$361	2	0.01%	Increased
2950	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$78.6K	$0	2	0.06%	Maintained