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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
1401	CoreCap Advisors Southfield, Michigan	$4.31M	-$164K	6	0.13%	Reduced
1402	Geneos Wealth Management Englewood, Colorado	$4.3M	+$136K	6	0.09%	Increased
1403	Profund Advisors Bethesda, Maryland	$4.29M	+$94.9K	5	0.12%	Increased
1404	BWM BigSur Wealth Management Miami, Florida	$4.28M	+$14.5K	2	1.03%	Increased
1405	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$4.27M	+$21.2K	9	0.29%	Increased
1406	Moran Wealth Management Naples, Florida	$4.25M	+$339K	3	0.12%	Increased
1407	OAM Ostrum Asset Management Paris, France	$4.24M	+$689K	1	0.2%	Increased
1408	TLCM Twin Lakes Capital Management Redwood Shores, California	$4.24M	-$25.9K	2	1.62%	Reduced
1409	PCM Princeton Capital Management Red Bank, New Jersey	$4.22M	+$231K	1	0.95%	Increased
1410	DAS DMKC Advisory Services Des Moines, Iowa	$4.21M	+$133K	1	0.8%	Increased
1411	MIC Means Investment Company Bangor, Maine	$4.21M	-$104K	3	0.32%	Reduced
1412	SFS Stiles Financial Services Edina, Minnesota	$4.21M	-$142K	3	1.06%	Reduced
1413	MCM McDonough Capital Management Orlando, Florida	$4.2M	+$211K	2	2.1%	Increased
1414	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$4.19M	-$82.6K	2	0.16%	Reduced
1415	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$4.18M	+$208K	3	0.19%	Increased
1416	OIMU Osmosis Investment Management UK London, United Kingdom	$4.18M	-$20.1M	2	0.19%	Reduced
1417	IAS Insigneo Advisory Services Miami, Florida	$4.18M	-$170K	3	0.16%	Reduced
1418	LCM Lionhunter Capital Management New York	$4.17M	+$4.03M	1	1.88%	New
1419	TNAM Terra Nova Asset Management New York	$4.16M	+$360K	2	2.55%	Increased
1420	CFP Catalyst Financial Partners Boston, Massachusetts	$4.16M	+$217K	4	0.41%	Increased
1421	RE Rydar Equities Weatherford, Texas	$4.16M	+$769K	3	2.34%	Increased
1422	AC Avestar Capital New York	$4.15M	-$52.5K	4	0.23%	Reduced
1423	1WA 180 Wealth Advisors Federal Way, Washington	$4.13M	-$105K	4	0.41%	Reduced
1424	Harvest Portfolios Group Oakville, Ontario, Canada	$4.12M	+$1.01M	1	0.06%	Increased
1425	GWM GSB Wealth Management Guilford, Connecticut	$4.11M	+$753K	1	0.83%	Increased