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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
1876	Xact Kapitalforvaltning Stockholm, Sweden	$401K	+$93.5K	1	0.01%	Increased
1877	DWM Darwin Wealth Management Tampa, Florida	$400K	+$6.86K	1	0.12%	Increased
1878	SWP Strategic Wealth Partners Independence, Ohio	$397K	-$4.19K	2	0.19%	Reduced
1879	SS Sunbelt Securities Houston, Texas	$395K	-$350K	1	0.17%	Reduced
1880	CP Coho Partners Berwyn, Pennsylvania	$394K	-$920	1	0.01%	Reduced
1881	PMFA Plante Moran Financial Advisors Southfield, Michigan	$394K	-$89.3K	4	0.12%	Reduced
1882	BFC Bedel Financial Consulting Indianapolis, Indiana	$393K	+$8.81K	5	0.24%	Increased
1883	AIM Avity Investment Management Greenwich, Connecticut	$392K	$0	1	0.05%	Maintained
1884	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$392K	-$1.65K	7	0.06%	Reduced
1885	QOP Quinn Opportunity Partners Charlottesville, Virginia	$391K	-$150K	1	0.05%	Reduced
1886	RFM Royal Fund Management Lady Lake, Florida	$389K	+$344K	3	0.12%	Increased
1887	TAM Tradition Asset Management Richmond, Virginia	$388K	+$397K	1	0.1%	New
1888	EAM Evanson Asset Management Carmel, California	$387K	-$15.3K	1	0.08%	Reduced
1889	KC Knuff & Co Foster City, California	$385K	$0	1	0.27%	Maintained
1890	WCG Weaver Consulting Group Huntington Beach, California	$385K	$0	3	0.21%	Maintained
1891	AB Atlas Brown Louisville, Kentucky	$383K	$0	1	0.26%	Maintained
1892	CL CIM LLC Albany, New York	$383K	+$50.3K	1	0.13%	Increased
1893	FGAM Financial Gravity Asset Management Lakeway, Texas	$379K	-$108K	4	0.31%	Reduced
1894	MBT Monroe Bank & Trust Monroe, Michigan	$379K	-$50.6K	1	0.13%	Reduced
1895	6M 6 Meridian Wichita, Kansas	$378K	+$14.9K	1	0.04%	Increased
1896	HFA High Falls Advisors Rochester, New York	$378K	$0	1	0.12%	Maintained
1897	PP PagnatoKarp Partners Reston, Virginia	$378K	+$386K	1	0.08%	New
1898	RIG Roosevelt Investment Group New York	$378K	-$5.24M	1	0.04%	Reduced
1899	SHGA Sand Hill Global Advisors Palo Alto, California	$377K	-$15.4K	1	0.04%	Reduced
1900	PWS Paragon Wealth Strategies Jacksonville, Florida	$375K	+$383K	1	0.2%	New