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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
1451	BWM BCGM Wealth Management Lafayette, Indiana	$3.95M	+$203K	1	0.83%	Increased
1452	SBI Securities Tokyo, Japan	$3.93M	-$2.46M	8	0.09%	Reduced
1453	HAG HF Advisory Group Annapolis, Maryland	$3.93M	+$499K	1	1.21%	Increased
1454	NS NBC Securities Birmingham, Alabama	$3.93M	+$20.5K	6	0.27%	Increased
1455	GFPC Global Financial Private Client Sarasota, Florida	$3.93M	+$571K	2	1.07%	Increased
1456	EverSource Wealth Advisors Birmingham, Alabama	$3.93M	-$1.2M	9	0.13%	Reduced
1457	PAM Paradigm Asset Management New York	$3.91M	+$844K	1	0.84%	Increased
1458	MIC Meridian Investment Counsel Lafayette, California	$3.9M	-$54.9K	2	0.84%	Reduced
1459	XSC X-Square Capital Guaynabo, Puerto Rico	$3.9M	+$224K	2	0.99%	Increased
1460	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$3.89M	-$798K	1	0.47%	Reduced
1461	Western Wealth Management Golden, Colorado	$3.89M	-$2.1M	2	0.13%	Reduced
1462	Koshinski Asset Management Decatur, Illinois	$3.88M	-$16.4K	3	0.21%	Reduced
1463	VIA Victrix Investment Advisors Stuart, Florida	$3.88M	+$502K	3	1.63%	Increased
1464	PCM Portolan Capital Management Boston, Massachusetts	$3.88M	-$11.8M	2	0.15%	Reduced
1465	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$3.87M	-$56.6K	3	0.45%	Reduced
1466	AT Avalon Trust Santa Fe, New Mexico	$3.85M	$0	2	0.24%	Maintained
1467	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.85M	-$98.6K	3	0.72%	Reduced
1468	NWM Northcape Wealth Management Williamsville, New York	$3.84M	-$203K	1	1.01%	Reduced
1469	AIM Aigen Investment Management New York	$3.82M	+$3.39M	3	1.05%	Increased
1470	APIM Agate Pass Investment Management Bainbridge Island, Washington	$3.82M	-$606K	1	1.41%	Reduced
1471	JIC Joel Isaacson & Co New York	$3.82M	-$34.3K	2	0.11%	Reduced
1472	GS GWN Securities Palm Beach Gardens, Florida	$3.81M	-$106K	2	0.64%	Reduced
1473	UHC Union Heritage Capital Bloomfield Hills, Michigan	$3.8M	$0	1	1.29%	Maintained
1474	Calamos Wealth Management Naperville, Illinois	$3.79M	-$276K	3	0.11%	Reduced
1475	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$3.79M	+$377K	5	0.37%	Increased