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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
2176	MAM Marquette Asset Management Minneapolis, Minnesota	$217K	+$219K	1	0.07%	New
2177	NG NatWest Group Edinburgh, Scotland, United Kingdom	$216K	-$445K	1	0.06%	Reduced
2178	NA Navellier & Associates Reno, Nevada	$216K	+$984	1	0.05%	Increased
2179	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$216K	-$129K	1	0.14%	Reduced
2180	CPA Cowen Prime Advisors New York	$215K	$0	1	0.12%	Maintained
2181	HH HWG Holdings Houston, Texas	$215K	+$238K	1	0.17%	New
2182	Waverly Advisors Birmingham, Alabama	$215K	-$112K	1	0.03%	Reduced
2183	AIA Angeles Investment Advisors Santa Monica, California	$214K	-$84.5K	1	0.03%	Reduced
2184	WCG Weaver Consulting Group Huntington Beach, California	$214K	-$61.6K	3	0.12%	Reduced
2185	WWM WJ Wealth Management Glendale, Arizona	$214K	+$216K	1	0.15%	New
2186	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$213K	-$415K	1	0.05%	Reduced
2187	CWS Cypress Wealth Services Palm Desert, California	$212K	-$38.9K	1	0.05%	Reduced
2188	SCM Smith Capital Management Little Rock, Arkansas	$212K	+$215K	1	0.14%	New
2189	TF TimeScale Financial Danvers, Massachusetts	$212K	+$116K	3	0.07%	Increased
2190	WCA Westover Capital Advisors Wilmington, Delaware	$212K	$0	1	0.1%	Maintained
2191	CCG Chatham Capital Group Savannah, Georgia	$211K	+$213K	1	0.05%	New
2192	EFS Essex Financial Services Essex, Connecticut	$211K	-$2.69M	1	0.07%	Reduced
2193	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$211K	-$1.86M	2	0.07%	Reduced
2194	TFF The Family Firm Bethesda, Maryland	$210K	+$212K	1	0.08%	New
2195	HHGA Halbert Hargrove Global Advisors Long Beach, California	$209K	+$211K	1	0.03%	New
2196	PSP Principal Street Partners Memphis, Tennessee	$209K	+$211K	1	0.08%	New
2197	NN Investment Partners Holdings The Hague, Netherlands	$208K	-$4.35M	2	0%	Reduced
2198	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$208K	-$146K	1	0.06%	Reduced
2199	PPP Private Portfolio Partners Paramus, New Jersey	$208K	+$211K	1	0.1%	New
2200	Americana Partners Houston, Texas	$206K	-$304K	1	0.15%	Reduced