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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	CRWM Castle Rock Wealth Management Walnut Creek, California	$545K	+$345K	1	0.36%	Increased
1752	SC SRB Corp Boston, Massachusetts	$543K	+$561K	1	0.05%	New
1753	IWS Insight Wealth Strategies San Ramon, California	$541K	+$285K	2	0.1%	Increased
1754	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$541K	+$140K	1	0.26%	Increased
1755	NSB Norway Savings Bank Portland, Maine	$541K	+$214K	3	0.37%	Increased
1756	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$540K	-$2.44K	3	0.49%	Reduced
1757	NIA Northstar Investment Advisors Denver, Colorado	$540K	-$306K	1	0.1%	Reduced
1758	MFP Meridian Financial Partners Warrenton, Virginia	$537K	+$537K	1	0.45%	New
1759	BMC Benin Management Corp Wilton, Connecticut	$536K	-$67K	1	0.24%	Reduced
1760	WA Winfield Associates Cleveland, Ohio	$535K	+$6.85K	1	0.25%	Increased
1761	WCM Wallace Capital Management Dallas, Texas	$533K	$0	1	0.09%	Maintained
1762	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$531K	-$6.4M	2	0.06%	Reduced
1763	Choreo LLC Rockford, Illinois	$530K	-$924K	1	0.04%	Reduced
1764	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$529K	+$84K	1	0.11%	Increased
1765	UC Unio Capital Princeton, New Jersey	$526K	-$3.04K	1	0.28%	Reduced
1766	PHS Pekin Hardy Strauss Chicago, Illinois	$523K	$0	1	0.11%	Maintained
1767	HFS Howard Financial Services Dallas, Texas	$520K	$0	1	0.34%	Maintained
1768	IF Intrua Financial Houston, Texas	$520K	+$215K	1	0.26%	Increased
1769	VIM Vista Investment Management Pittsburgh, Pennsylvania	$518K	-$48.9K	1	0.4%	Reduced
1770	TNA True North Advisors Dallas, Texas	$517K	+$153K	1	0.15%	Increased
1771	V VeraBank Henderson, Texas	$517K	$0	1	0.4%	Maintained
1772	VWM Vigilare Wealth Management Scottsdale, Arizona	$517K	+$38.5K	1	0.54%	Increased
1773	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$516K	-$45.5K	1	0.09%	Reduced
1774	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$516K	$0	1	0.2%	Maintained
1775	DI DAGCO Inc Westlake, Ohio	$513K	-$485K	1	0.35%	Reduced