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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
1926	BWM Buckley Wealth Management Las Vegas, Nevada	$339K	-$1.85M	1	0.16%	Reduced
1927	SA Sicart Associates New York	$339K	+$346K	1	0.14%	New
1928	WPA Winning Points Advisors Boca Raton, Florida	$339K	$0	1	0.25%	Maintained
1929	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$339K	+$13.2K	1	0.22%	Increased
1930	AWM AllSquare Wealth Management Albany, New York	$338K	$0	2	0.25%	Maintained
1931	AIA Affinity Investment Advisors Newport Beach, California	$337K	-$920	1	0.1%	Reduced
1932	VNA Valley National Advisers Bethlehem, Pennsylvania	$337K	-$3.28K	4	0.09%	Reduced
1933	9WM 9258 Wealth Management Blue Ash, Ohio	$336K	+$7.86K	1	0.27%	Increased
1934	Ritholtz Wealth Management New York	$334K	+$16.6K	1	0.06%	Increased
1935	WCM Windsor Capital Management Phoenix, Arizona	$334K	+$5.18K	1	0.15%	Increased
1936	AWP Ascent Wealth Partners New Hartford, New York	$333K	-$596	1	0.1%	Reduced
1937	CG Corundum Group Colorado Springs, Colorado	$332K	+$306K	1	0.38%	New
1938	Truepoint Inc Cincinnati, Ohio	$332K	-$82.2K	1	0.03%	Reduced
1939	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$331K	+$9.95K	1	0.14%	Increased
1940	AFM Andesa Financial Management Allentown, Pennsylvania	$330K	-$63.2K	1	0.31%	Reduced
1941	KFA Kays Financial Advisory Atlanta, Georgia	$330K	-$13.3K	1	0.06%	Reduced
1942	ExodusPoint Capital Management New York	$329K	-$416K	1	0.01%	Reduced
1943	LIA LBMC Investment Advisors Brentwood, Tennessee	$329K	+$57.5K	1	0.05%	Increased
1944	SCA Stonebridge Capital Advisors St Paul, Minnesota	$329K	+$58.7K	4	0.06%	Increased
1945	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$328K	+$669	1	0.3%	Increased
1946	CA Calton & Associates Tampa, Florida	$328K	+$46.9K	1	0.09%	Increased
1947	FC Financial Consulate Hunt Valley, Maryland	$328K	-$6.52K	1	0.15%	Reduced
1948	GM GeoWealth Management Chicago, Illinois	$328K	+$335K	1	0.86%	New
1949	GAAM Guinness Atkinson Asset Management Pasadena, California	$326K	+$71K	1	0.24%	Increased
1950	FCA FLC Capital Advisors Palm Desert, California	$324K	$0	1	0.13%	Maintained