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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
1901	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$2.11M	-$351K	3	0.05%	Reduced
1902	SGA Strategic Global Advisors Newport Beach, California	$2.11M	-$1.68M	1	0.3%	Reduced
1903	ACM Alessandra Capital Management Torrance, California	$2.11M	+$182K	2	1.49%	Increased
1904	WA WBH Advisory Baltimore, Maryland	$2.1M	-$118K	2	0.14%	Reduced
1905	Klingman & Associates New York	$2.1M	+$177K	4	0.09%	Increased
1906	FNB Farmers National Bank Danville, Kentucky	$2.1M	-$167K	2	0.44%	Reduced
1907	I InceptionR Lafayette, California	$2.08M	-$1.22M	3	0.51%	Reduced
1908	MIA MainStreet Investment Advisors Chicago, Illinois	$2.08M	+$2.01M	1	0.28%	New
1909	QC Quent Capital New York	$2.07M	+$493K	7	0.13%	Increased
1910	CD Chapin Davis Baltimore, Maryland	$2.07M	-$468K	1	0.36%	Reduced
1911	CWM Chemistry Wealth Management New York	$2.06M	+$183	1	0.33%	Increased
1912	CWM CMH Wealth Management Portsmouth, New Hampshire	$2.06M	+$84.9K	2	0.31%	Increased
1913	DWM Drive Wealth Management Lehi, Utah	$2.06M	-$70.3K	3	0.37%	Reduced
1914	HP Holowesko Partners Nassau, Bahamas	$2.05M	+$794K	2	0.52%	Increased
1915	UPS UHLMANN PRICE SECURITIES Skokie, Illinois	$2.05M	+$227K	3	0.08%	Increased
1916	Meiji Yasuda Life Insurance Tokyo, Japan	$2.05M	-$162K	1	0.07%	Reduced
1917	MCI MRP Capital Investments Alpharetta, Georgia	$2.04M	-$297K	3	1.51%	Reduced
1918	NWMG Nicholson Wealth Management Group Charlestown, South Carolina	$2.04M	+$171K	2	1.2%	Increased
1919	FPL Fortress Private Ledger Raleigh, North Carolina	$2.04M	+$286K	2	0.55%	Increased
1920	TWP Triad Wealth Partners Lawrence, Kansas	$2.04M	+$331K	3	0.12%	Increased
1921	RC Rexford Capital Bellaire, Texas	$2.04M	+$25.5K	3	1.25%	Increased
1922	RSC Red Spruce Capital Berwyn, Pennsylvania	$2.04M	-$1.73K	1	0.71%	Reduced
1923	SSWM Strait & Sound Wealth Management San Francisco, California	$2.04M	-$4.04K	1	0.71%	Reduced
1924	SIC Shoker Investment Counsel Oxford, Ohio	$2.03M	+$243K	1	0.51%	Increased
1925	Beck Mack & Oliver New York	$2.03M	-$264K	1	0.04%	Reduced