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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	SBA Seven Bridges Advisors New York	$490K	$0	1	0.4%	Maintained
1752	FPF FNY Partners Fund New York	$487K	+$525K	1	0.08%	New
1753	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$485K	+$447K	3	0.44%	New
1754	WC Weil Company San Diego, California	$483K	+$457K	1	0.44%	New
1755	HFP Holistic Financial Partners Indianapolis, Indiana	$478K	+$452K	1	0.39%	New
1756	Joel Isaacson & Co New York	$475K	-$4.86K	1	0.08%	Reduced
1757	Sand Hill Global Advisors Palo Alto, California	$475K	-$25K	1	0.05%	Reduced
1758	Wealth Architects Mountain View, California	$473K	-$58.5K	1	0.16%	Reduced
1759	UC Unio Capital Princeton, New Jersey	$471K	+$445K	1	0.39%	New
1760	Grandfield & Dodd New York	$469K	+$3.11K	1	0.05%	Increased
1761	PGIM Pacific Global Investment Management Glendale, California	$467K	+$188K	2	0.1%	Increased
1762	Evanson Asset Management Carmel, California	$460K	+$23.8K	1	0.09%	Increased
1763	Krilogy Financial St. Louis, Missouri	$460K	-$22.7K	4	0.11%	Reduced
1764	BW Biegel & Waller Columbia, Maryland	$459K	$0	1	0.27%	Maintained
1765	MC Mathes Company New York	$457K	+$42.3K	1	0.21%	Increased
1766	Canal Capital Management Richmond, Virginia	$454K	-$14.1K	1	0.25%	Reduced
1767	IFS Ifrah Financial Services Little Rock, Arkansas	$454K	+$6.15K	1	0.16%	Increased
1768	OFG OmniStar Financial Group Wilmington, North Carolina	$451K	+$834K	1	0.41%	New
1769	MHP Manatuck Hill Partners Westport, Connecticut	$448K	+$483K	1	0.23%	New
1770	Segment Wealth Management Houston, Texas	$447K	-$34.4K	2	0.11%	Reduced
1771	SOAMC Spirit of America Management Corp Syosset, New York	$447K	+$84.5K	1	0.05%	Increased
1772	BRR OpCo Columbus, Ohio	$446K	-$987	1	0.12%	Reduced
1773	FNB Farmers National Bank Danville, Kentucky	$445K	+$76K	1	0.26%	Increased
1774	Ironwood Investment Counsel Scottsdale, Arizona	$437K	+$421K	2	0.16%	New
1775	Edgewood Management Greenwich, Connecticut	$434K	$0	1	0%	Maintained