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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
1701	WAS WESPAC Advisors SoCal Pasadena, California	$88.9K	-$19.5K	1	0.06%	Reduced
1702	ACM Americafirst Capital Management Roseville, California	$87.7K	+$87K	1	0.06%	New
1703	ACM Argentus Capital Management Dallas, Texas	$87K	-$24.6K	1	0.04%	Reduced
1704	Balentine LLC Atlanta, Georgia	$85K	+$38.3K	1	0.02%	Increased
1705	LWM Lenox Wealth Management Cincinnati, Ohio	$82K	+$8.77K	1	0.06%	Increased
1706	NCMG NCM Capital Management Group Durham, North Carolina	$82K	-$5.12K	1	1%	Reduced
1707	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$82K	$0	1	0.03%	Maintained
1708	RPG Risk Paradigm Group Austin, Texas	$81.6K	$0	1	0.11%	Maintained
1709	3C 361 Capital Denver, Colorado	$78K	-$17.1K	1	1.16%	Reduced
1710	ACM Armbruster Capital Management Pittsford, New York	$76K	$0	2	0.05%	Maintained
1711	PFG Piershale Financial Group Barrington, Illinois	$74K	+$23.4K	1	0.05%	Increased
1712	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$73K	-$16K	2	0.08%	Reduced
1713	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$73K	$0	2	0.06%	Maintained
1714	CFG CKW Financial Group Honolulu, Hawaii	$69K	+$57.7K	1	0.02%	Increased
1715	Fred Alger Management New York	$68K	-$3.92M	1	0%	Reduced
1716	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$68K	+$1.66K	4	0.06%	Increased
1717	EDRE Edmond de Rothschild (Europe) Luxembourg	$66K	-$10.2K	1	0.03%	Reduced
1718	RWG Regal Wealth Group Seal Beach, California	$64K	+$210	1	0.06%	Increased
1719	RA Rational Advisors Huntington, New York	$63K	-$229K	1	0.04%	Reduced
1720	CF CNA Financial Chicago, Illinois	$60K	-$14.5K	1	0.01%	Reduced
1721	BC Barnett & Company Chattanooga, Tennessee	$59K	$0	2	0.03%	Maintained
1722	CFN Cordasco Financial Network Naples, Florida	$58K	$0	2	0.07%	Maintained
1723	CCB Cutter & Co Brokerage Ballwin, Missouri	$57K	+$63.3K	1	0.02%	New
1724	SGAM Smith Group Asset Management Dallas, Texas	$57K	+$49.2K	1	0%	New
1725	BIG Bellwether Investment Group Chattanooga, Tennessee	$55K	+$54.3K	1	0.06%	New