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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
1651	PCP Proficio Capital Partners Newton, Massachusetts	$2.91M	+$2.26M	3	0.1%	Increased
1652	BC Barnett & Company Chattanooga, Tennessee	$2.91M	$0	1	2.15%	Maintained
1653	CCA Cadent Capital Advisors Tulsa, Oklahoma	$2.9M	+$62.9K	1	0.6%	Increased
1654	WA Waterford Advisors Orchard Park, New York	$2.89M	+$27.5K	1	0.79%	Increased
1655	GSC G&S Capital Denver, Colorado	$2.89M	+$6.97K	1	0.84%	Increased
1656	BWM BKM Wealth Management Brookfield, Wisconsin	$2.89M	-$513K	2	1.02%	Reduced
1657	CFG Cooper Financial Group Irvine, California	$2.89M	-$565K	2	0.24%	Reduced
1658	LIM Leavell Investment Management Mobile, Alabama	$2.88M	+$23.4K	2	0.11%	Increased
1659	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$2.88M	+$62.4K	3	0.14%	Increased
1660	MA Mezzasalma Advisors Tinton Falls, New Jersey	$2.87M	+$640K	2	0.58%	Increased
1661	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$2.87M	-$238K	1	1.41%	Reduced
1662	EA Everpar Advisors Tulsa, Oklahoma	$2.87M	+$2.25K	2	0.82%	Increased
1663	CAL Capital Advisors Ltd Shaker Heights, Ohio	$2.87M	+$235K	5	0.29%	Increased
1664	ONSWM Old North State Wealth Management Wilmington, North Carolina	$2.87M	+$44.8K	2	1.23%	Increased
1665	EIP Ellis Investment Partners Berwyn, Pennsylvania	$2.87M	+$270K	2	0.43%	Increased
1666	SWASL Spartan Wealth Advisory Services LLC Bingham Farms, Michigan	$2.86M	-$244K	1	0.23%	Reduced
1667	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$2.85M	-$4.95K	1	1.03%	Reduced
1668	KG Kieckhefer Group Mequon, Wisconsin	$2.85M	+$3.12K	1	1.16%	Increased
1669	CIM Cambria Investment Management Manhattan Beach, California	$2.85M	+$886K	3	0.14%	Increased
1670	CPR CSU Producer Resources Fairfield, Ohio	$2.85M	$0	1	9.37%	Maintained
1671	BLAM Bourne Lent Asset Management Pawling, New York	$2.84M	-$47.7K	1	0.98%	Reduced
1672	VIP Vista Investment Partners Oklahoma City, Oklahoma	$2.84M	-$32.1K	3	0.71%	Reduced
1673	TW ticino wealth Mission Viejo, California	$2.83M	+$41.7K	2	0.89%	Increased
1674	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$2.83M	+$134K	2	1.19%	Increased
1675	III Independent Investors Inc Nesconset, New York	$2.83M	$0	1	0.54%	Maintained