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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
2126	Meridian Wealth Management Lexington, Kentucky	$256K	-$72K	1	0.12%	Reduced
2127	RTS Round Table Services Westfield, New Jersey	$256K	+$3.32K	1	0.08%	Increased
2128	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$255K	$0	1	0.21%	Maintained
2129	CF Centaurus Financial Anaheim, California	$255K	-$223K	1	0.04%	Reduced
2130	AIP Almanack Investment Partners Wayne, Pennsylvania	$253K	-$474K	1	0.05%	Reduced
2131	BWM Buckley Wealth Management Las Vegas, Nevada	$253K	-$94.7K	1	0.12%	Reduced
2132	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$253K	+$913	2	0.14%	Increased
2133	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$253K	$0	1	0.11%	Maintained
2134	Empirical Finance Havertown, Pennsylvania	$252K	+$4.98K	1	0.07%	Increased
2135	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$251K	$0	2	0.83%	Maintained
2136	HHGA Halbert Hargrove Global Advisors Long Beach, California	$250K	-$7.14K	1	0.07%	Reduced
2137	BCWM Blue Chip Wealth Management Miami Beach, Florida	$249K	-$6.31K	1	0.26%	Reduced
2138	PGA Portland Global Advisors Portland, Maine	$249K	-$3.57K	1	0.08%	Reduced
2139	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$248K	-$32K	1	0.02%	Reduced
2140	KB Kimelman & Baird New York	$247K	$0	1	0.03%	Maintained
2141	SC Slow Capital Greenbrae, California	$247K	+$238K	1	0.09%	New
2142	GWM GSB Wealth Management Guilford, Connecticut	$246K	$0	1	1.2%	Maintained
2143	AF Affiance Financial St. Louis Park, Minnesota	$245K	$0	1	0.15%	Maintained
2144	WA Wealth Architects Mountain View, California	$245K	-$1.99K	1	0.07%	Reduced
2145	KA KLCM Advisors Milwaukee, Wisconsin	$244K	+$236K	1	0.06%	New
2146	One Capital Management Westlake Village, California	$243K	$0	1	0.04%	Maintained
2147	FFS Founders Financial Securities Towson, Maryland	$242K	+$234K	1	0.08%	New
2148	ZF Zhang Financial Portage, Michigan	$240K	$0	1	0.1%	Maintained
2149	BFPW BOK Financial Private Wealth Denver, Colorado	$239K	+$226K	1	0.03%	New
2150	CG Cutler Group San Francisco, California	$239K	-$290K	4	0.02%	Reduced