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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
2301	Rothschild & Co Wealth Management (UK) London, United Kingdom	$20K	$0	1	0%	Maintained
2302	SL Salomon & Ludwin Richmond, Virginia	$19K	+$18.5K	2	0%	New
2303	ETI Enterprise Trust & Investment Los Gatos, California	$17K	+$11.6K	1	0.01%	Increased
2304	Credit Agricole Montrouge Cedex, France	$16K	-$54.6K	2	0%	Reduced
2305	ICM III Capital Management Boca Raton, Florida	$10K	+$9.73K	1	0%	New
2306	SWM Selective Wealth Management Forest, Virginia	$9K	+$9.13K	1	0.01%	New
2307	1NWS 1 North Wealth Services Annapolis, Maryland	$8K	+$7.8K	1	0.01%	New
2308	NCM New Capital Management Houston, Texas	$8K	$0	1	0.01%	Maintained
2309	FEG Financial Enhancement Group Anderson, Indiana	$7K	$0	1	0%	Maintained
2310	IWA Intercontinental Wealth Advisors San Antonio, Texas	$7K	$0	1	0%	Maintained
2311	PCFFS Pacific Center for Financial Services San Ramon, California	$7K	$0	1	0%	Maintained
2312	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$6K	$0	1	0.01%	Maintained
2313	LTI Laffer Tengler Investments Nashville, Tennessee	$5.6K	+$5.4K	1	0%	New
2314	ECM EII Capital Management New York	$4K	+$3.69K	1	0%	New
2315	GC Globeflex Capital San Diego, California	$4K	-$1.24M	2	0%	Reduced
2316	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$3K	$0	1	0%	Maintained
2317	JCM Julex Capital Management Wellesley, Massachusetts	$3K	+$2.83K	1	0.01%	New
2318	DP Denver PWM Denver, Colorado	$2.6K	+$2.64K	1	0%	New
2319	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
2320	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	$0	1	0%	Maintained
2321	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	2	0%	Maintained
2322	PW Price Wealth Austin, Texas	$1K	+$1.55K	1	0%	New
2323	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$22M	0	–	Closed
2324	Advent International Boston, Massachusetts	$0	-$24.5M	0	–	Closed
2325	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$0	-$6K	0	–	Closed