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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	AWM AllSquare Wealth Management Albany, New York	$184K	-$86.4K	2	0.14%	Reduced
2227	MCM Mainstay Capital Management Grand Blanc, Michigan	$178K	-$259K	1	0.05%	Reduced
2228	RG Retirement Group San Diego, California	$178K	+$189K	3	0.11%	New
2229	Simon Quick Advisors Morristown, New Jersey	$175K	+$30.6K	6	0.07%	Increased
2230	WB West Bancorporation West Des Moines, Iowa	$175K	-$76K	1	0.2%	Reduced
2231	FMP Financial Management Professionals Austin, Texas	$174K	+$118K	3	0.06%	Increased
2232	ARMC American Research & Management Company Marion, Massachusetts	$173K	-$1.69M	2	0.05%	Reduced
2233	PB Pinnacle Bancorp Beatrice, Nebraska	$172K	-$253K	2	0.13%	Reduced
2234	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$171K	-$339K	4	0.09%	Reduced
2235	Pathstone Family Office Englewood, New Jersey	$168K	+$122K	3	0.02%	Increased
2236	OCM Ovata Capital Management Hong Kong	$166K	+$168K	1	0.05%	New
2237	ACM AUA Capital Management Camp Hill, Pennsylvania	$163K	+$112K	2	0.16%	Increased
2238	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$162K	-$96.7K	1	0.12%	Reduced
2239	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$162K	-$67.5K	3	0.04%	Reduced
2240	NC NewSquare Capital Newtown Square, Pennsylvania	$162K	-$312	2	0.03%	Reduced
2241	FCM Firestone Capital Management Coral Gables, Florida	$159K	-$46.2K	3	0.07%	Reduced
2242	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$156K	+$145K	2	0.15%	Increased
2243	HWA HHM Wealth Advisors Chattanooga, Tennessee	$155K	+$52.4K	2	0.06%	Increased
2244	SC Steph & Co Marinette, Wisconsin	$155K	-$240K	2	0.15%	Reduced
2245	JFA JNBA Financial Advisors Bloomington, Minnesota	$154K	-$35.3K	4	0.03%	Reduced
2246	MF Manchester Financial Westlake Village, California	$153K	+$44.7K	3	0.12%	Increased
2247	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$152K	+$155K	2	0.06%	New
2248	BCA Bray Capital Advisors Naples, Florida	$151K	-$1.85M	1	0.06%	Reduced
2249	FIB First Interstate Bank Billings, Montana	$149K	-$305K	1	0.02%	Reduced
2250	CYG Clean Yield Group Norwich, Vermont	$148K	-$95.5K	2	0.06%	Reduced