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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
3776	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$214K	+$217K	1	0.03%	New
3777	PGA Portland Global Advisors Portland, Maine	$214K	$0	1	0.02%	Maintained
3778	SIC Sterling Investment Counsel Buffalo, New York	$214K	-$120K	1	0.06%	Reduced
3779	NPFS Novak & Powell Financial Services St. Petersburg, Florida	$213K	$0	1	0.11%	Maintained
3780	MFG Mustico Financial Group Elmira, New York	$213K	+$15.3K	1	0.15%	Increased
3781	BAM BOS Asset Management Springfield, Illinois	$212K	+$219K	1	0.05%	New
3782	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$212K	$0	1	0.01%	Maintained
3783	E Entelevest Coral Gables, Florida	$212K	+$215K	1	0.21%	New
3784	AFA Arlington Financial Advisors Santa Barbara, California	$212K	$0	1	0.03%	Maintained
3785	SWP Semus Wealth Partners Boca Raton, Florida	$212K	$0	1	0.12%	Maintained
3786	ACA Aspire Capital Advisors Seattle, Washington	$211K	+$218K	1	0.05%	New
3787	CC Capital Counsel New York	$211K	$0	1	0.01%	Maintained
3788	PFO PMG Family Office Plano, Texas	$211K	$0	1	0.24%	Maintained
3789	CWA Centennial Wealth Advisory Traverse City, Michigan	$210K	+$217K	1	0.05%	New
3790	EF Entrust Financial Wayne, Pennsylvania	$209K	-$9.54K	3	0.15%	Reduced
3791	TCM TD Capital Management Memphis, Tennessee	$209K	-$16.1K	4	0.02%	Reduced
3792	LF LifeSteps Financial Claremont, California	$209K	+$212K	1	0.13%	New
3793	PEWA Pacific Excel Wealth Advisors Walnut Creek, California	$209K	+$212K	1	0.22%	New
3794	RA Riversedge Advisors Wilmington, Delaware	$209K	+$215K	1	0.03%	New
3795	SCM Sterneck Capital Management Kansas City, Missouri	$209K	+$171K	1	0.09%	New
3796	CEI Clark Estates Inc New York	$208K	+$211K	1	0.05%	New
3797	PWMG Private Wealth Management Group Princeton, New Jersey	$208K	+$6.9K	5	0.05%	Increased
3798	PAG Powers Advisory Group Highland, Illinois	$207K	-$10.1K	1	0.07%	Reduced
3799	CC Constitution Capital Shelton, Connecticut	$207K	+$210K	1	0.1%	New
3800	FWM Forteris Wealth Management Armonk, New York	$207K	+$210K	1	0.2%	New