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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
2226	IPW Inlet Private Wealth Jupiter, Florida	$289K	-$4.26K	1	0.1%	Reduced
2227	SSA South Street Advisors New York	$288K	$0	1	0.07%	Maintained
2228	PO Private Ocean San Rafael, California	$286K	-$6.02K	3	0.07%	Reduced
2229	SC Solstein Capital Menlo Park, California	$286K	+$289K	3	0.58%	New
2230	CCM Carlson Capital Management Northfield, Minnesota	$285K	+$275K	1	0.06%	New
2231	SDAM Shulman DeMeo Asset Management Lake Success, New York	$284K	+$3.52K	1	0.1%	Increased
2232	FAM Flaharty Asset Management Clearwater, Florida	$283K	+$272K	1	0.1%	New
2233	WA Wealth Architects Mountain View, California	$282K	+$12.7K	1	0.08%	Increased
2234	GAG GM Advisory Group Melville, New York	$280K	-$10.2K	1	0.09%	Reduced
2235	RTS Round Table Services Westfield, New Jersey	$280K	$0	1	0.08%	Maintained
2236	Pathstone Family Office Englewood, New Jersey	$280K	-$13.7K	2	0.03%	Reduced
2237	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$278K	+$85.6K	4	0.18%	Increased
2238	TFA Toth Financial Advisory Leesburg, Virginia	$278K	-$61.2K	3	0.06%	Reduced
2239	WB West Bancorporation West Des Moines, Iowa	$278K	+$282K	2	0.28%	New
2240	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$278K	$0	1	0.12%	Maintained
2241	BWM Buckley Wealth Management Las Vegas, Nevada	$277K	$0	1	0.13%	Maintained
2242	HFG Heron Financial Group New York	$277K	+$244K	1	0.23%	New
2243	Capital Advisors Inc Tulsa, Oklahoma	$276K	+$282K	1	0.01%	New
2244	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$276K	+$998	2	0.15%	Increased
2245	SFG Sather Financial Group Victoria, Texas	$276K	+$266K	1	0.04%	New
2246	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$276K	+$282K	1	0.25%	New
2247	SHJ Sharkey, Howes & Javer Denver, Colorado	$276K	+$20.2K	1	0.12%	Increased
2248	JCM Jag Capital Management St Louis, Missouri	$275K	$0	1	0.03%	Maintained
2249	EWM EPG Wealth Management Atlanta, Georgia	$274K	+$269K	3	0.2%	New
2250	MPM Meritage Portfolio Management Overland Park, Kansas	$274K	$0	1	0.02%	Maintained