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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
2101	ACP Arcus Capital Partners Atlanta, Georgia	$261K	+$264K	1	0.07%	New
2102	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$261K	-$355K	1	0.08%	Reduced
2103	RWM Reston Wealth Management Reston, Virginia	$261K	$0	1	0.18%	Maintained
2104	WRM Weybosset Research & Management Province, Rhode Island	$261K	-$56.3K	1	0.15%	Reduced
2105	APWM Atlas Private Wealth Management Albany, New York	$260K	-$99.7K	3	0.21%	Reduced
2106	BWM Baystate Wealth Management Boston, Massachusetts	$260K	+$4.65K	4	0.03%	Increased
2107	JSL JT Stratford LLC Gainesville, Georgia	$259K	+$263K	1	0.13%	New
2108	MCM Mengis Capital Management Portland, Oregon	$259K	+$34.3K	1	0.08%	Increased
2109	CIA Cascade Investment Advisors Oregon City, Oregon	$259K	-$34.2K	1	0.24%	Reduced
2110	IWS Insight Wealth Strategies San Ramon, California	$258K	+$275K	1	0.06%	New
2111	HR Hayden Royal Charlotte, North Carolina	$257K	+$75.4K	1	0.14%	Increased
2112	LCM Leisure Capital Management Costa Mesa, California	$257K	-$223K	1	0.21%	Reduced
2113	CAC Certified Advisory Corp Altamonte Springs, Florida	$255K	+$94.8K	3	0.08%	Increased
2114	RR Robotti Robert	$255K	+$282K	1	0.11%	New
2115	Destination Wealth Management Walnut Creek, California	$254K	+$257K	1	0.01%	New
2116	FWM Filbrandt Wealth Management Middleton, Wisconsin	$254K	+$55.5K	3	0.2%	Increased
2117	WAM Westport Asset Management Southport, Connecticut	$254K	-$152K	1	0.16%	Reduced
2118	PO Private Ocean San Rafael, California	$253K	-$23.3K	3	0.06%	Reduced
2119	SOAMC Spirit of America Management Corp Syosset, New York	$253K	+$256K	1	0.06%	New
2120	WA Wealth Architects Mountain View, California	$253K	+$256K	1	0.07%	New
2121	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$251K	-$54.9K	2	0.1%	Reduced
2122	MRCM M&R Capital Management Summit, New Jersey	$249K	-$437K	2	0.07%	Reduced
2123	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$249K	-$1.88K	1	0.15%	Reduced
2124	SBL Sargent Bickham Lagudis Boulder, Colorado	$248K	-$312K	3	0.03%	Reduced
2125	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$247K	$0	1	0.21%	Maintained