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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
1801	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$104K	+$27K	1	0.04%	Increased
1802	AIM Arcadia Investment Management Kalamazoo, Michigan	$100K	+$43.7K	2	0.03%	Increased
1803	JAM Jolley Asset Management Rocky Mount, North Carolina	$100K	-$6.76K	1	0.07%	Reduced
1804	Country Trust Bank Bloomington, Illinois	$97K	-$126K	1	0%	Reduced
1805	WAS WESPAC Advisors SoCal Pasadena, California	$93K	$0	1	0.06%	Maintained
1806	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$89K	$0	2	0.08%	Maintained
1807	BRC Bell Rock Capital Rehoboth Beach, Delaware	$89K	+$85.3K	1	0.09%	New
1808	PVH Psagot Value Holdings Tel Aviv, Israel	$89K	+$81.4K	2	0%	Increased
1809	IR Invictus RG Hamilton, Bermuda	$88K	-$215K	2	0.06%	Reduced
1810	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$88K	$0	1	0.04%	Maintained
1811	ACM Americafirst Capital Management Roseville, California	$83.5K	-$9.81K	1	0.09%	Reduced
1812	ACM Armbruster Capital Management Pittsford, New York	$83K	+$2.79K	2	0.05%	Increased
1813	LWM Lenox Wealth Management Cincinnati, Ohio	$83K	-$3.58K	1	0.06%	Reduced
1814	ANBT American National Bank & Trust Wichita Falls, Texas	$81K	-$7.72K	2	0.03%	Reduced
1815	GEA Glen Eagle Advisors Kingston, New Jersey	$80.7K	+$80.3K	2	0.07%	New
1816	Empirical Finance Havertown, Pennsylvania	$79K	+$73.8K	4	0.05%	New
1817	SIM Sonora Investment Management Tucson, Arizona	$78.6K	-$331	1	0.02%	Reduced
1818	BTIS BB&T Investment Services Charlotte, North Carolina	$74K	+$69.7K	3	0.05%	New
1819	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$71K	+$18.8K	2	0.01%	Increased
1820	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$70K	-$1.66K	4	0.07%	Reduced
1821	RWG Regal Wealth Group Seal Beach, California	$67K	+$232	1	0.05%	Increased
1822	AFA Abacus FCF Advisors Orlando, Florida	$61K	+$59.8K	1	1.02%	New
1823	Blackhill Capital Morristown, New Jersey	$58K	$0	1	0.01%	Maintained
1824	FBT First Bank & Trust Brookings, South Dakota	$58K	+$55.8K	1	0.05%	New
1825	Allworth Financial Folsom, California	$53K	-$3.74K	2	0.01%	Reduced