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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	KWMG King Wealth Management Group Naples, Florida	$361K	+$4.44K	1	0.13%	Increased
1677	SAM Security Asset Management New York	$360K	$0	1	0.28%	Maintained
1678	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$358K	-$121K	1	0.32%	Reduced
1679	CP Coho Partners Berwyn, Pennsylvania	$357K	-$1.04K	1	0.01%	Reduced
1680	SWA Sutton Wealth Advisors Tampa, Florida	$356K	-$11.2K	5	0.27%	Reduced
1681	AIM Aspen Investment Management Grand Rapids, Michigan	$355K	$0	1	0.26%	Maintained
1682	SRC Shufro Rose & Co New York	$352K	$0	1	0.04%	Maintained
1683	MCM Maryland Capital Management Towson, Maryland	$351K	-$47.5K	1	0.05%	Reduced
1684	AIM Avity Investment Management Greenwich, Connecticut	$350K	$0	1	0.05%	Maintained
1685	LA Lucus Advisors New York	$348K	-$554K	1	0.49%	Reduced
1686	AAM Autus Asset Management Scottsdale, Arizona	$347K	+$351K	1	0.07%	New
1687	Rothschild & Co Wealth Management (UK) London, United Kingdom	$347K	$0	1	0.01%	Maintained
1688	GLI Guardian Life Insurance New York	$346K	+$1.18K	3	0.05%	Increased
1689	PTC Petrus Trust Company Dallas, Texas	$346K	+$266K	1	0.08%	New
1690	HA Harbor Advisors West Palm Beach, Florida	$343K	$0	1	0.13%	Maintained
1691	AAM American Asset Management Boca Raton, Florida	$341K	+$23.6K	1	0.21%	Increased
1692	PMFA Plante Moran Financial Advisors Southfield, Michigan	$341K	-$68.7K	5	0.2%	Reduced
1693	Pure Financial Advisors San Diego, California	$339K	+$296	1	0.09%	Increased
1694	SWA SFMG Wealth Advisors Plano, Texas	$339K	+$25.7K	1	0.07%	Increased
1695	TFA Toth Financial Advisory Leesburg, Virginia	$339K	+$317K	1	0.09%	New
1696	LJHT Laurie J. Hall Trustee	$338K	$0	1	0.21%	Maintained
1697	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$337K	+$2.46K	2	0.15%	Increased
1698	VAM Visionary Asset Management Houston, Texas	$336K	-$31.1K	1	0.1%	Reduced
1699	CPO Cerity Partners OCIO New York	$335K	-$9.32K	1	0.02%	Reduced
1700	Eastern Bank Boston, Massachusetts	$333K	-$5.18K	1	0.02%	Reduced