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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
2201	ACM Armbruster Capital Management Pittsford, New York	$305K	-$91.1K	1	0.12%	Reduced
2202	PCM Pinz Capital Management New York	$305K	+$304K	4	0.11%	New
2203	SAM Summit Asset Management Memphis, Tennessee	$305K	-$4.81K	1	0.13%	Reduced
2204	FWM Filbrandt Wealth Management Middleton, Wisconsin	$303K	+$294K	2	0.27%	New
2205	RWM Reston Wealth Management Reston, Virginia	$303K	+$11.3K	1	0.24%	Increased
2206	Meridian Wealth Management Lexington, Kentucky	$302K	+$21.4K	1	0.15%	Increased
2207	VWA Visionary Wealth Advisors O'fallon, Illinois	$302K	+$290K	1	0.05%	New
2208	WTB Washington Trust Bank Spokane, Washington	$302K	-$16.1K	1	0.04%	Reduced
2209	Accredited Investors Edina, Minnesota	$301K	-$348K	1	0.05%	Reduced
2210	Gradient Investments Arden Hills, Minnesota	$301K	-$24.3K	3	0.01%	Reduced
2211	AIM Aspen Investment Management Grand Rapids, Michigan	$300K	$0	1	0.19%	Maintained
2212	YMRC Yorktown Management & Research Company Forest, Virginia	$300K	-$512K	1	0.16%	Reduced
2213	PI Parkside Investments Deerfield, Illinois	$299K	+$288K	1	0.07%	New
2214	AI Atom Investors Austin, Texas	$294K	+$305K	1	0.02%	New
2215	BMA Brooks Moore & Associates Chattanooga, Tennessee	$294K	$0	1	0.23%	Maintained
2216	GBT Grove Bank & Trust Miami, Florida	$294K	-$71.2K	1	0.09%	Reduced
2217	RWB RMR Wealth Builders Montclair, New Jersey	$294K	+$298K	2	0.28%	New
2218	RVM Robinson Value Management San Antonio, Texas	$294K	+$283K	1	0.28%	New
2219	AIM AIA Investment Management Singapore	$293K	+$189K	2	0.06%	Increased
2220	VC Veracity Capital Atlanta, Georgia	$293K	+$300K	1	0.08%	New
2221	EA Emerald Advisors Bellevue, Washington	$292K	+$279K	1	0.28%	New
2222	FCM Firestone Capital Management Coral Gables, Florida	$291K	+$284K	3	0.12%	New
2223	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$291K	$0	1	0.1%	Maintained
2224	AFP Ausdal Financial Partners Davenport, Iowa	$290K	-$59.2K	1	0.09%	Reduced
2225	JF JSF Financial Los Angeles, California	$290K	$0	1	0.29%	Maintained