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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	DW Domani Wealth Lancaster, Pennsylvania	$396K	-$62.5K	1	0.09%	Reduced
1877	FCA FinTrust Capital Advisors Greenville, South Carolina	$396K	+$18.5K	3	0.08%	Increased
1878	CA Cambridge Advisors Omaha, Nebraska	$391K	-$3.65K	1	0.12%	Reduced
1879	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$391K	+$109K	1	0.17%	Increased
1880	BCA Bay Colony Advisors Concord, Massachusetts	$389K	-$518K	1	0.24%	Reduced
1881	GDP Great Diamond Partners Portland, Maine	$389K	+$3.29K	1	0.14%	Increased
1882	ICM Islay Capital Management Lubbock, Texas	$389K	-$200K	2	0.4%	Reduced
1883	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$388K	+$60.9K	1	0.26%	Increased
1884	CFG Capstone Financial Group Oklahoma City, Oklahoma	$386K	+$19K	2	0.3%	Increased
1885	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$386K	-$10.6K	1	0.31%	Reduced
1886	SCM SOL Capital Management Rockville, Maryland	$386K	+$25.3K	1	0.11%	Increased
1887	WA1 Wimmer Associates 1 Pasadena, California	$386K	+$67.6K	1	0.26%	Increased
1888	PC Permanens Capital New York	$385K	+$165K	2	0.13%	Increased
1889	ACM Argent Capital Management St Louis, Missouri	$383K	$0	1	0.01%	Maintained
1890	VWM Valley Wealth Managers Paramus, New Jersey	$383K	-$1.28K	1	0.04%	Reduced
1891	BCM Boltwood Capital Management Walnut Creek, California	$381K	$0	1	0.21%	Maintained
1892	SRC Stone Run Capital New York	$380K	$0	1	0.17%	Maintained
1893	North Star Asset Management Neenah, Wisconsin	$379K	-$88.6K	1	0.03%	Reduced
1894	DF Dent & Co Baltimore, Maryland	$378K	-$43.2K	1	0.01%	Reduced
1895	Valmark Advisers Akron, Ohio	$375K	-$16.4K	1	0.01%	Reduced
1896	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$374K	+$134K	2	0.14%	Increased
1897	SWM Strategic Wealth Management Kirkland, Washington	$374K	-$309K	2	0.28%	Reduced
1898	Ritholtz Wealth Management New York	$373K	-$50.5K	1	0.04%	Reduced
1899	FFC First Financial Corp Terre Haute, Indiana	$371K	-$23.9K	3	0.31%	Reduced
1900	CP Covenant Partners Nashville, Tennessee	$370K	-$30.3K	1	0.18%	Reduced