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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	CG Clinton Group New York	$241K	-$4.7M	1	0.02%	Reduced
1752	GAAM Guinness Atkinson Asset Management Pasadena, California	$241K	$0	1	0.16%	Maintained
1753	Exencial Wealth Advisors Oklahoma City, Oklahoma	$239K	-$26.7K	1	0.1%	Reduced
1754	MUS Mitsubishi UFJ Securities Tokyo, Japan	$238K	-$63.9K	2	1.27%	Reduced
1755	EIA Edgemoor Investment Advisors Bethesda, Maryland	$235K	+$229K	1	0.03%	New
1756	FC Forte Capital Rochester, New York	$235K	$0	1	0.08%	Maintained
1757	SSA South Street Advisors New York	$234K	$0	1	0.08%	Maintained
1758	AAM Azzad Asset Management Falls Church, Virginia	$233K	-$671K	1	0.08%	Reduced
1759	BMC Benin Management Corp Wilton, Connecticut	$233K	$0	1	0.1%	Maintained
1760	FWM Focused Wealth Management Newburgh, New York	$232K	$0	1	0.09%	Maintained
1761	AIM Advantage Investment Management Cedar Rapids, Iowa	$231K	+$8.76K	2	0.08%	Increased
1762	DWM Darwin Wealth Management Tampa, Florida	$231K	+$991	1	0.13%	Increased
1763	HS Huntington Steele Oaks, Pennsylvania	$231K	$0	1	0.07%	Maintained
1764	MCM Millie Capital Management Walnut Creek, California	$231K	-$25K	1	0.2%	Reduced
1765	MCM Mitchell Capital Management Leawood, Kansas	$231K	-$46.5K	1	0.09%	Reduced
1766	VCM Vigilant Capital Management Portland, Maine	$231K	+$1.65K	1	0.04%	Increased
1767	AWM Affinity Wealth Management Wilmington, Delaware	$230K	$0	1	0.15%	Maintained
1768	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$230K	-$46.1K	1	0.02%	Reduced
1769	TTWM TCV Trust & Wealth Management Richmond, Virginia	$230K	-$2.3M	1	0.03%	Reduced
1770	BIG Bellwether Investment Group Chattanooga, Tennessee	$229K	-$18.4K	1	1.06%	Reduced
1771	BWA Burt Wealth Advisors North Bethesda, Maryland	$229K	$0	2	0.16%	Maintained
1772	PAS Partnervest Advisory Services Santa Barbara, California	$229K	$0	1	0.1%	Maintained
1773	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$228K	-$3.68M	1	0.1%	Reduced
1774	Plancorp LLC Saint Louis, Missouri	$228K	$0	1	0.07%	Maintained
1775	CCG Chatham Capital Group Savannah, Georgia	$227K	-$20.8K	1	0.06%	Reduced