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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
2076	IP Isthmus Partners Madison, Wisconsin	$21K	-$15K	1	0.01%	Reduced
2077	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$21K	+$21.6K	1	0.01%	New
2078	TCM Tradewinds Capital Management Bellingham, Washington	$21K	+$4.54K	2	0.01%	Increased
2079	GWA Guidant Wealth Advisors Palatine, Illinois	$20K	+$2.45K	3	0.01%	Increased
2080	LWA Lowe Wealth Advisors Columbia, Maryland	$20K	-$11.7K	2	0.01%	Reduced
2081	ML McAdam LLC Philadelphia, Pennsylvania	$20K	+$20.6K	3	0.01%	New
2082	SP SWS Partners Columbus, Ohio	$20K	-$12.2K	1	0.01%	Reduced
2083	WCM Wealthcare Capital Management Richmond, Virginia	$20K	+$20.4K	2	0%	New
2084	Rothschild & Co Wealth Management (UK) London, United Kingdom	$18K	-$224K	1	0%	Reduced
2085	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$16K	+$83	1	0.01%	Increased
2086	Sageworth Trust Lancaster, Pennsylvania	$15K	+$11.1K	1	0%	Increased
2087	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$15K	+$670	2	0.01%	Increased
2088	BIMC Benson Investment Management Company Roanoke, Virginia	$13K	+$13.1K	1	0.01%	New
2089	OPWM Oak Point Wealth Management Portage, Michigan	$13K	+$9.83K	2	0.01%	Increased
2090	CFG CKW Financial Group Honolulu, Hawaii	$12K	$0	1	0%	Maintained
2091	SLF Sun Life Financial Toronto, Ontario, Canada	$9.04K	-$702K	3	0.08%	Reduced
2092	OWA One Wealth Advisors San Francisco, California	$9K	-$277K	2	0.01%	Reduced
2093	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$8K	+$7.37K	1	0.01%	New
2094	DA Denali Advisors San Diego, California	$7K	+$2.68K	1	0%	Increased
2095	PA Perennial Advisors New York	$7K	$0	1	0%	Maintained
2096	AA AlphaMark Advisors Ft. Wright, Kentucky	$6K	$0	1	0%	Maintained
2097	FFW Fusion Family Wealth Woodbury, New York	$6K	$0	1	0%	Maintained
2098	PCFFS Pacific Center for Financial Services San Ramon, California	$6K	$0	1	0%	Maintained
2099	Hillsdale Investment Management Toronto, Ontario, Canada	$5K	-$3.67K	2	0%	Reduced
2100	ACM Armbruster Capital Management Pittsford, New York	$4K	-$26K	1	0%	Reduced