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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
1851	Orion Portfolio Solutions Omaha, Nebraska	$425K	-$409K	1	0.02%	Reduced
1852	WCM Weld Capital Management New York	$425K	+$397K	1	0.17%	New
1853	LC Lindbrook Capital Calabasas, California	$423K	-$20.5K	6	0.12%	Reduced
1854	Obermeyer Wealth Partners Aspen, Colorado	$418K	+$21.1K	1	0.03%	Increased
1855	MPW Monterey Private Wealth Monterey, California	$416K	+$183	1	0.27%	Increased
1856	WPC White Pine Capital Bloomington, Minnesota	$416K	-$5.24K	1	0.17%	Reduced
1857	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$414K	+$207K	1	0.1%	Increased
1858	JF JSF Financial Los Angeles, California	$414K	+$432K	2	0.33%	New
1859	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$413K	$0	1	0.15%	Maintained
1860	VFM Vivid Financial Management Orcutt, California	$409K	+$1.3K	1	0.25%	Increased
1861	PIM Profit Investment Management North Bethesda, Maryland	$408K	-$540K	0	–	Closed
1862	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$406K	+$172K	1	0.13%	Increased
1863	VC Vicus Capital State College, Pennsylvania	$406K	+$5.97K	1	0.06%	Increased
1864	RWB RMR Wealth Builders Montclair, New Jersey	$405K	-$122K	1	0.11%	Reduced
1865	IWP Icon Wealth Partners Houston, Texas	$404K	-$570K	1	0.08%	Reduced
1866	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$404K	+$70K	2	0.04%	Increased
1867	HI Hoey Investments Coatesville, Pennsylvania	$403K	$0	1	0.16%	Maintained
1868	Mather Group Chicago, Illinois	$403K	-$65K	1	0.02%	Reduced
1869	LC LCNB Corp Lebanon, Ohio	$402K	-$113K	1	0.26%	Reduced
1870	MFG MidWestOne Financial Group Iowa City, Iowa	$401K	$0	1	0.13%	Maintained
1871	CC Cadinha & Co Honolulu, Hawaii	$400K	-$509K	1	0.07%	Reduced
1872	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$400K	+$267K	4	0.13%	Increased
1873	SIA Soltis Investment Advisors St. George, Utah	$400K	+$2.8K	1	0.09%	Increased
1874	Advisory Alpha Holland, Michigan	$399K	+$87.7K	4	0.09%	Increased
1875	GC Grace Capital Quincy, Massachusetts	$399K	+$4.38K	2	0.31%	Increased