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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
1676	WAS WESPAC Advisors SoCal Pasadena, California	$98.7K	+$18K	2	0.07%	Increased
1677	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$97K	-$916K	1	0.01%	Reduced
1678	AIM Acrospire Investment Management Chicago, Illinois	$94K	+$89.4K	2	0.07%	New
1679	SLF Sun Life Financial Toronto, Ontario, Canada	$91.5K	-$180K	2	0.18%	Reduced
1680	NCM Nelson Capital Management Menlo Park, California	$91K	-$9.51K	1	0.03%	Reduced
1681	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$90K	-$7.08K	2	0.04%	Reduced
1682	PAM PT Asset Management Chicago, Illinois	$90K	-$194K	1	0.02%	Reduced
1683	CF CNA Financial Chicago, Illinois	$89K	-$41.2K	1	0.02%	Reduced
1684	3C 361 Capital Denver, Colorado	$85K	$0	1	0.64%	Maintained
1685	NCMG NCM Capital Management Group Durham, North Carolina	$85K	-$4.58K	1	1.04%	Reduced
1686	PIM Parasol Investment Management Westmont, Illinois	$85K	+$44.7K	2	0.08%	Increased
1687	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$84K	+$58	3	0.08%	Increased
1688	HCP Holt Capital Partners Fort Worth, Texas	$84K	+$80.3K	1	0.04%	New
1689	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$80K	-$11K	1	0.09%	Reduced
1690	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$80K	+$30.4K	1	0.04%	Increased
1691	RPG Risk Paradigm Group Austin, Texas	$79.7K	$0	1	0.1%	Maintained
1692	EDRE Edmond de Rothschild (Europe) Luxembourg	$74K	+$17.2K	1	0.04%	Increased
1693	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$72K	+$464	2	0.07%	Increased
1694	FWM Focused Wealth Management Newburgh, New York	$72K	+$10.7K	1	0.04%	Increased
1695	LWM Lenox Wealth Management Cincinnati, Ohio	$71K	-$18K	1	0.05%	Reduced
1696	ACM Armbruster Capital Management Pittsford, New York	$69K	-$74.7K	2	0.05%	Reduced
1697	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$64K	-$11K	4	0.06%	Reduced
1698	TFA Transamerica Financial Advisors St. Petersburg, Florida	$63K	-$63.8K	3	0.01%	Reduced
1699	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$62.3K	+$28.2K	1	0.05%	Increased
1700	Laurion Capital Management New York	$61K	-$7.05M	1	0%	Reduced