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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
1726	Inspire Investing Meridian, Idaho	$499K	+$279K	1	0.51%	Increased
1727	Bridgewater Associates Westport, Connecticut	$498K	+$505K	1	0%	New
1728	ACM Ativo Capital Management Chicago, Illinois	$497K	+$526K	1	0.14%	New
1729	Group One Trading Chicago, Illinois	$496K	-$59.7K	2	0.01%	Reduced
1730	PMFA Plante Moran Financial Advisors Southfield, Michigan	$496K	-$87.8K	4	0.27%	Reduced
1731	BCWM Blue Chip Wealth Management Miami Beach, Florida	$492K	+$489K	2	0.5%	New
1732	PGA Premia Global Advisors Coral Gables, Florida	$492K	-$82.9K	2	0.42%	Reduced
1733	EPP ETF Portfolio Partners Leawood, Kansas	$491K	$0	1	0.32%	Maintained
1734	WRM Weybosset Research & Management Province, Rhode Island	$487K	-$26.3K	1	0.29%	Reduced
1735	Obermeyer Wealth Partners Aspen, Colorado	$485K	-$14.5K	1	0.04%	Reduced
1736	DVM Dreman Value Management West Palm Beach, Florida	$484K	$0	1	0.22%	Maintained
1737	PGIM Pacific Global Investment Management Glendale, California	$484K	-$7.91K	2	0.11%	Reduced
1738	MCM Mitchell Capital Management Leawood, Kansas	$481K	+$200K	1	0.17%	Increased
1739	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$480K	+$26.3K	2	0.13%	Increased
1740	GAM Gould Asset Management Claremont, California	$480K	+$135K	1	0.21%	Increased
1741	SWM Segment Wealth Management Houston, Texas	$476K	$0	2	0.12%	Maintained
1742	WC Weil Company San Diego, California	$476K	$0	1	0.45%	Maintained
1743	Xact Kapitalforvaltning Stockholm, Sweden	$476K	+$163K	1	0.01%	Increased
1744	AAM American Asset Management Boca Raton, Florida	$475K	+$82.7K	1	0.41%	Increased
1745	MUS Mitsubishi UFJ Securities Tokyo, Japan	$474K	$0	2	1.82%	Maintained
1746	CCM Canal Capital Management Richmond, Virginia	$472K	-$42.9K	1	0.27%	Reduced
1747	AFC AFT Forsyth & Company West Palm Beach, Florida	$468K	+$31.8K	1	0.44%	Increased
1748	OGC Oak Grove Capital North Hampton, New Hampshire	$467K	+$161K	3	0.52%	Increased
1749	UC Unio Capital Princeton, New Jersey	$464K	$0	1	0.39%	Maintained
1750	GD Grandfield & Dodd New York	$462K	$0	1	0.05%	Maintained