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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
1526	GWS Glassman Wealth Services Vienna, Virginia	$314K	$0	2	0.29%	Maintained
1527	FA FCG Advisors Chatham, New Jersey	$313K	-$7.08K	1	0.11%	Reduced
1528	QC QCM Cayman Houston, Texas	$313K	+$279K	1	0.21%	New
1529	VHAM Van Hulzen Asset Management El Dorado Hills, California	$312K	-$423K	1	0.18%	Reduced
1530	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$311K	+$2.03K	1	0.06%	Increased
1531	MCM Maryland Capital Management Towson, Maryland	$310K	-$3.65K	1	0.04%	Reduced
1532	SAM Security Asset Management New York	$310K	$0	1	0.3%	Maintained
1533	GCA Greenwood Capital Associates Greenwood, South Carolina	$309K	+$84K	1	0.1%	Increased
1534	Heritage Wealth Advisors Richmond, Virginia	$309K	+$62.2K	1	0.24%	Increased
1535	AW ACG Wealth Atlanta, Georgia	$308K	+$69.3K	1	0.07%	Increased
1536	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$307K	-$2.73K	1	0.3%	Reduced
1537	PCM Princeton Capital Management Red Bank, New Jersey	$307K	-$4.64K	1	0.35%	Reduced
1538	TWM Torch Wealth Management Cincinnati, Ohio	$307K	$0	1	0.23%	Maintained
1539	AIM Aspen Investment Management Grand Rapids, Michigan	$306K	-$9.22K	1	0.28%	Reduced
1540	PGIM Pacific Global Investment Management Glendale, California	$304K	-$11.1K	1	0.07%	Reduced
1541	PMFA Plante Moran Financial Advisors Southfield, Michigan	$304K	-$44.2K	4	0.23%	Reduced
1542	SC SRB Corp Boston, Massachusetts	$301K	-$132	2	0.05%	Reduced
1543	GWI Grace & White Inc Ny, New York	$300K	$0	1	0.07%	Maintained
1544	LJHT Laurie J. Hall Trustee	$299K	+$4.64K	1	0.19%	Increased
1545	WAM Weatherly Asset Management Del Mar, California	$299K	$0	1	0.1%	Maintained
1546	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$297K	+$283K	1	0.04%	New
1547	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$296K	$0	1	0.05%	Maintained
1548	CP Coho Partners Berwyn, Pennsylvania	$295K	-$4.64K	1	0.01%	Reduced
1549	RA Rational Advisors Huntington, New York	$295K	+$282K	1	0.19%	New
1550	CA Cornerstone Advisory Hunt Valley, Maryland	$294K	+$5.51K	1	0.25%	Increased