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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	RPG Risk Paradigm Group Austin, Texas	$80.9K	$0	1	0.06%	Maintained
1702	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$80K	$0	2	0.07%	Maintained
1703	SIM Sonora Investment Management Tucson, Arizona	$73.1K	+$40.8K	1	0.02%	Increased
1704	ACM Armbruster Capital Management Pittsford, New York	$73K	$0	2	0.05%	Maintained
1705	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$73K	$0	2	0.06%	Maintained
1706	PFG Piershale Financial Group Barrington, Illinois	$72K	+$217	1	0.05%	Increased
1707	CCB Cutter & Co Brokerage Ballwin, Missouri	$69K	-$23.4K	1	0.03%	Reduced
1708	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$69K	+$58.4K	1	0.03%	New
1709	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$66K	-$1.33K	4	0.06%	Reduced
1710	EDRE Edmond de Rothschild (Europe) Luxembourg	$65K	$0	1	0.03%	Maintained
1711	RWG Regal Wealth Group Seal Beach, California	$61K	+$217	1	0.06%	Increased
1712	CFN Cordasco Financial Network Naples, Florida	$58K	$0	2	0.07%	Maintained
1713	Fred Alger Management New York	$58K	-$7.15K	1	0%	Reduced
1714	Allworth Financial Folsom, California	$53K	+$13.7K	2	0.01%	Increased
1715	Blackhill Capital Morristown, New Jersey	$53K	$0	1	0.01%	Maintained
1716	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$52K	+$50.8K	2	0.01%	New
1717	AIM Arcadia Investment Management Kalamazoo, Michigan	$50K	-$1.95K	2	0.02%	Reduced
1718	SGAM Smith Group Asset Management Dallas, Texas	$50K	+$3.01K	1	0%	Increased
1719	TFO Tarbox Family Office Newport Beach, California	$47K	+$1.46K	3	0.03%	Increased
1720	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$43.4K	$0	1	0.03%	Maintained
1721	KPCM Kings Point Capital Management Great Neck, New York	$42K	+$42.6K	2	0.01%	New
1722	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$37K	-$10.5K	1	0.01%	Reduced
1723	MUS Mitsubishi UFJ Securities Tokyo, Japan	$37K	+$18.7K	2	0.19%	Increased
1724	NYLT New York Life Trust New York	$35K	+$35.3K	1	0.17%	New
1725	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$33K	-$95K	1	0%	Reduced