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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
3076	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$6.12K	$0	2	0%	Maintained
3077	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$5.02K	-$5.17K	1	0%	Reduced
3078	PA Pineridge Advisors St. Charles, Missouri	$4.43K	-$1.26K	3	0%	Reduced
3079	EAM Eukles Asset Management Cincinnati, Ohio	$4.36K	$0	1	0%	Maintained
3080	SWM Sanctuary Wealth Management Pocatello, Idaho	$4.02K	$0	1	0%	Maintained
3081	PCTC Perkins Coie Trust Company Seattle, Washington	$3.49K	$0	1	0%	Maintained
3082	DWM Dogwood Wealth Management Lenexa, Kansas	$3.3K	-$43.5K	1	0%	Reduced
3083	IA IFS Advisors Overland Park, Kansas	$3.21K	$0	1	0%	Maintained
3084	WCM Westend Capital Management Sausalito, California	$3.19K	+$103	1	0%	Increased
3085	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$3.14K	+$3.02K	1	0%	New
3086	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$2.51K	+$2.58K	1	0%	New
3087	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
3088	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$1.84K	-$70.9K	1	0%	Reduced
3089	CAM ClariVest Asset Management San Diego, California	$1.75K	-$477	2	0%	Reduced
3090	DCM Davis Capital Management Jacksonville, Florida	$1.74K	-$19.6K	1	0%	Reduced
3091	FG Fairman Group Chesterbrook, Pennsylvania	$1.71K	$0	1	0%	Maintained
3092	SWP SIMA Wealth Partners North Chesterfield, Virginia	$1.71K	+$1.76K	1	0%	New
3093	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.61K	$0	3	0%	Maintained
3094	EA Evolution Advisers Richmond, Virginia	$1K	+$1.03K	1	0%	New
3095	FIA FNY Investment Advisers New York	$1K	-$17.3K	1	0%	Reduced
3096	CoreCap Advisors Southfield, Michigan	$600	-$1.46M	1	0%	Reduced
3097	1WM 1900 Wealth Management San Antonio, Texas	$0	-$307K	0	–	Closed
3098	AWM AAF Wealth Management Westborough, Massachusetts	$0	-$280K	0	–	Closed
3099	ABN AMRO Bank Amsterdam, Netherlands	$0	-$564K	0	–	Closed
3100	ABN AMRO Investment Solutions Paris Cedex 008,	$0	-$204K	0	–	Closed