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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
3176	CP Castleview Partners Dallas, Texas	$144K	+$150K	1	0.08%	New
3177	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$143K	+$59.8K	2	0.06%	Increased
3178	TIM Thompson Investment Management Madison, Wisconsin	$142K	-$53.1K	3	0.02%	Reduced
3179	SIS Strategic Investment Solutions Orland Park, Illinois	$141K	+$12.4K	3	0.05%	Increased
3180	Stonehage Fleming Financial Services St. Helier, Jersey	$139K	$0	1	0%	Maintained
3181	IWP IAG Wealth Partners Waukesha, Wisconsin	$137K	+$111K	3	0.02%	Increased
3182	GK Graney & King Latham, New York	$136K	+$154K	3	0.1%	New
3183	RF Robinswood Financial Kirkland, Washington	$135K	$0	1	0.05%	Maintained
3184	FC FCA Corp Houston, Texas	$135K	+$144K	1	0.04%	New
3185	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$134K	+$130K	3	0.1%	New
3186	GA GoalVest Advisory New York	$133K	-$8.15K	3	0.04%	Reduced
3187	GWSA Global Wealth Strategies & Associates Denver, Colorado	$131K	$0	3	0.04%	Maintained
3188	FPF First Pacific Financial Vancouver, Washington	$130K	+$725	1	0.03%	Increased
3189	NWM Nova Wealth Management Bonita Springs, Florida	$130K	+$137K	2	0.11%	New
3190	NWM Navigoe Wealth Management Redondo Beach, California	$128K	+$134K	1	0.12%	New
3191	PWMG Private Wealth Management Group Princeton, New Jersey	$127K	+$3.84K	5	0.05%	Increased
3192	Vaughan Nelson Investment Management Houston, Texas	$127K	$0	1	0%	Maintained
3193	AW Affinity Wealth Canton, Ohio	$126K	+$135K	1	0.13%	New
3194	CA Centerpoint Advisors Needham, Massachusetts	$125K	-$3.02K	3	0.04%	Reduced
3195	AWM Accredited Wealth Management Louisville, Kentucky	$124K	+$130K	2	0.11%	New
3196	GC Garde Capital Seattle, Washington	$123K	+$128K	1	0.01%	New
3197	LJHT Laurie J. Hall Trustee	$123K	-$69.7K	2	0.04%	Reduced
3198	KLWA Kelly Lawrence W & Associates Pasadens, California	$122K	$0	1	0.03%	Maintained
3199	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$120K	$0	2	0.08%	Maintained
3200	CFS CGC Financial Services Lake Oswego, Oregon	$111K	$0	2	0.04%	Maintained