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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	FIA FNY Investment Advisers New York	$37K	-$4.15M	1	0.02%	Reduced
2327	FRA Front Row Advisors Tiburon, California	$37K	-$26.6K	3	0.02%	Reduced
2328	OAJ Ogorek Anthony Joseph Williamsville, New York	$37K	-$1.75K	3	0.03%	Reduced
2329	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$37K	-$97.7K	3	0.58%	Reduced
2330	Edmond de Rothschild Holding Chambesy, Switzerland	$35K	-$126K	2	0%	Reduced
2331	Kayne Anderson Rudnick Investment Management Los Angeles, California	$35K	-$2.89M	2	0%	Reduced
2332	AIM Arcadia Investment Management Kalamazoo, Michigan	$33K	-$34.3K	2	0.01%	Reduced
2333	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$33K	+$34.2K	2	0.01%	New
2334	FEG Financial Enhancement Group Anderson, Indiana	$31K	+$26.8K	1	0.01%	Increased
2335	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$31K	+$23.9K	3	0.03%	Increased
2336	RBC Roble Belko & Company Sewickley, Pennsylvania	$30K	+$374	2	0.01%	Increased
2337	VEA Virtus ETF Advisers New York	$30K	+$4.89K	1	0.01%	Increased
2338	IWP IAG Wealth Partners Waukesha, Wisconsin	$29K	-$1.02K	4	0.01%	Reduced
2339	EWA Evolution Wealth Advisors Aventura, Florida	$28K	+$29.7K	3	0.01%	New
2340	TCM TD Capital Management Memphis, Tennessee	$28K	-$1.5K	2	0%	Reduced
2341	PW Price Wealth Austin, Texas	$27K	+$22.3K	3	0.01%	Increased
2342	KIG Kessler Investment Group Columbus, Indiana	$26K	+$26.4K	1	0.03%	New
2343	TFA Transamerica Financial Advisors St. Petersburg, Florida	$26K	+$25.8K	1	0.01%	New
2344	PA Perennial Advisors New York	$23K	-$210K	1	0.01%	Reduced
2345	FP Financial Perspectives Minneapolis, Minnesota	$22.3K	+$22.6K	1	0.02%	New
2346	AAIM Asset Advisors Investment Management Augusta, Georgia	$20K	-$2.26M	1	0%	Reduced
2347	LWA Lenox Wealth Advisors New York	$20K	-$143K	1	0%	Reduced
2348	CCM Cribstone Capital Management Augusta, Maine	$19K	-$11.6K	1	0.02%	Reduced
2349	HCM Horrell Capital Management Little Rock, Arkansas	$19K	-$6.37K	2	0.01%	Reduced
2350	JWM Janiczek Wealth Management Denver, Colorado	$19K	+$19.4K	3	0.01%	New