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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	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$67K	-$268K	1	0.01%	Reduced
2202	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$66K	$0	3	0.05%	Maintained
2203	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$66K	+$94.3K	1	0.08%	New
2204	FMP Financial Management Professionals Austin, Texas	$66K	-$10.2K	2	0.03%	Reduced
2205	WWM Willingdon Wealth Management Huntersville, North Carolina	$65K	+$762	1	0.02%	Increased
2206	AIM Arcadia Investment Management Kalamazoo, Michigan	$64K	$0	2	0.02%	Maintained
2207	LFG LifePlan Financial Group Dayton, Ohio	$63K	-$846	2	0.03%	Reduced
2208	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$63K	$0	1	0%	Maintained
2209	PCM Pinz Capital Management New York	$61K	-$237K	1	0.16%	Reduced
2210	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$60K	-$63.1K	1	0.03%	Reduced
2211	APC Aspire Private Capital Cornelius, North Carolina	$59K	-$104K	2	0.03%	Reduced
2212	FWM FSA Wealth Management Needham, Massachusetts	$58K	-$30K	1	0.05%	Reduced
2213	CA Centerpoint Advisors Needham, Massachusetts	$57K	-$72K	1	0.06%	Reduced
2214	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$56K	-$27.4K	8	0.06%	Reduced
2215	ACM AUA Capital Management Camp Hill, Pennsylvania	$51K	-$307K	1	0.05%	Reduced
2216	DI Disciplined Investments Tulsa, Oklahoma	$51K	$0	2	0.05%	Maintained
2217	Pathstone Family Office Englewood, New Jersey	$50K	-$223K	2	0.01%	Reduced
2218	LF Lee Financial Dallas, Texas	$48K	-$14K	2	0.02%	Reduced
2219	BAMG Brand Asset Management Group Chesterfield, Missouri	$47K	-$16K	2	0.03%	Reduced
2220	CIM Contravisory Investment Management Norwell, Massachusetts	$46K	+$1.02K	1	0.02%	Increased
2221	SIS Sound Income Strategies Ft Lauderdale, Florida	$46K	+$36.1K	2	0.02%	Increased
2222	AWW Alan W. Weber	$45K	$0	1	0.03%	Maintained
2223	FRA Front Row Advisors Tiburon, California	$44K	+$25.9K	3	0.03%	Increased
2224	Hillsdale Investment Management Toronto, Ontario, Canada	$44K	-$444K	2	0.01%	Reduced
2225	Larson Financial Group St Louis, Missouri	$42K	-$7.06K	2	0.03%	Reduced