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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
2326	WAM WNY Asset Management Williamsville, New York	$1.21M	+$150K	2	0.11%	Increased
2327	SCM SIR Capital Management New York	$1.21M	-$1.07M	1	0.14%	Reduced
2328	BMC Benin Management Corp Wilton, Connecticut	$1.21M	+$183K	1	0.24%	Increased
2329	GC Guilbault Capital Metairie, Louisiana	$1.21M	$0	2	1.21%	Maintained
2330	FWP Flatrock Wealth Partners Newport Beach, California	$1.21M	-$367	2	0.47%	Reduced
2331	CA Continuum Advisory Eagle, Idaho	$1.21M	+$124K	5	0.1%	Increased
2332	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$1.2M	-$36.7K	1	0.05%	Reduced
2333	VCM Virtue Capital Management Brentwood, Tennessee	$1.2M	-$511K	1	0.16%	Reduced
2334	LAM Lewis Asset Management Lafayette, California	$1.2M	-$41.1K	1	0.42%	Reduced
2335	CA CWC Advisors Lake Oswego, Oregon	$1.2M	-$49.6K	1	0.53%	Reduced
2336	AAA Andrews Advisory Associates Honolulu, Hawaii	$1.2M	+$47.9K	1	0.58%	Increased
2337	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.2M	-$4.45K	1	1.42%	Reduced
2338	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.2M	$0	1	0.66%	Maintained
2339	Blackstone Inc New York	$1.19M	+$1.33M	2	0%	Increased
2340	MFS Mattson Financial Services Kentwood, Michigan	$1.19M	+$50.8K	1	0.25%	Increased
2341	SC Sierra Capital Miami, Florida	$1.19M	-$114K	1	0.12%	Reduced
2342	GTWM Global Trust Wealth Management West Palm Beach, Florida	$1.19M	+$480K	1	0.82%	Increased
2343	VP Verum Partners Charlotte, North Carolina	$1.19M	+$290K	1	0.18%	Increased
2344	PI Pettee Investors Rowayton, Connecticut	$1.19M	$0	1	0.58%	Maintained
2345	5NPW 55 North Private Wealth Winter Park, Florida	$1.19M	+$218K	3	0.23%	Increased
2346	USB Union Savings Bank Litchfield, Connecticut	$1.18M	+$34.5K	1	0.48%	Increased
2347	MCWA Meadow Creek Wealth Advisors Atlanta, Georgia	$1.18M	+$92.8K	2	0.72%	Increased
2348	SLP Storen Legacy Partners Zionsville, Indiana	$1.18M	+$823K	2	0.32%	Increased
2349	Bogart Wealth LLC Mclean, Virginia	$1.18M	+$32K	7	0.04%	Increased
2350	EL EWA LLC Pittsbugh, Pennsylvania	$1.18M	+$97.8K	3	0.21%	Increased