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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
1751	RWM Raffa Wealth Management Washington, District of Columbia	$18.4K	-$40.6K	4	0.01%	Reduced
1752	MUS Mitsubishi UFJ Securities Tokyo, Japan	$18K	+$18.3K	1	0.03%	New
1753	IP Isthmus Partners Madison, Wisconsin	$17K	$0	1	0.01%	Maintained
1754	BCM Blume Capital Management Berkeley, California	$16K	+$15.7K	1	0.01%	New
1755	TCM Tradewinds Capital Management Bellingham, Washington	$15K	+$365	2	0.01%	Increased
1756	Klingman & Associates New York	$14K	$0	1	0%	Maintained
1757	AA AlphaMark Advisors Ft. Wright, Kentucky	$13K	$0	2	0.01%	Maintained
1758	AIM Acrospire Investment Management Chicago, Illinois	$12K	-$81K	1	0.01%	Reduced
1759	CWM Catamount Wealth Management Westport, Connecticut	$11K	$0	1	0.01%	Maintained
1760	FNYS First New York Securities New York	$10.3K	$0	1	0.01%	Maintained
1761	PO Private Ocean San Rafael, California	$10K	$0	1	0.01%	Maintained
1762	RI Redwood Investments Boston, Massachusetts	$10K	-$3.39K	1	0%	Reduced
1763	WIC Water Island Capital New York	$8K	-$13K	1	0%	Reduced
1764	NC NewSquare Capital Newtown Square, Pennsylvania	$6K	+$5.51K	2	0%	New
1765	FMP Financial Management Professionals Austin, Texas	$4K	+$4.29K	1	0%	New
1766	LWA Lowe Wealth Advisors Columbia, Maryland	$4K	$0	2	0%	Maintained
1767	FAM Fortaleza Asset Management Chicago, Illinois	$3K	$0	1	0%	Maintained
1768	DSN D. Scott Neal Lexington, Kentucky	$2K	$0	1	0%	Maintained
1769	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1770	AFA Abacus FCF Advisors Orlando, Florida	$0	-$1.8M	0	–	Closed
1771	AL Airain Ltd St. Peter Port, Guernsey	$0	-$2.63M	0	–	Closed
1772	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$0	-$421K	0	–	Closed
1773	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$197K	0	–	Closed
1774	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$51K	0	–	Closed
1775	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$5.66M	0	–	Closed