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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	WE Wealth Effects Boston, Massachusetts	$331K	+$336K	1	0.14%	New
2327	IWP Icon Wealth Partners Houston, Texas	$330K	-$326K	1	0.03%	Reduced
2328	SVCP Silicon Valley Capital Partners San Jose, California	$330K	$0	1	0.05%	Maintained
2329	GGHC Gilder Gagnon Howe & Co New York	$329K	-$1.94K	1	0%	Reduced
2330	WCG Weaver Consulting Group Huntington Beach, California	$329K	+$13.5K	1	0.16%	Increased
2331	CWM Centric Wealth Management Chicago, Illinois	$328K	-$9.06K	1	0.11%	Reduced
2332	KA Kozak & Associates Highlands Ranch, Colorado	$327K	+$174	3	0.21%	Increased
2333	MSA Marino Stram & Associates Braintree, Massachusetts	$326K	$0	1	0.1%	Maintained
2334	MAM McLean Asset Management Tysons, Virginia	$326K	-$330K	1	0.13%	Reduced
2335	SAM Summit Asset Management Memphis, Tennessee	$326K	+$44.9K	1	0.09%	Increased
2336	Circle Wealth Management Summit, New Jersey	$325K	+$338K	1	0.04%	New
2337	AWM AllSquare Wealth Management Albany, New York	$324K	$0	2	0.19%	Maintained
2338	CC Callan Capital La Jolla, California	$324K	+$328K	1	0.05%	New
2339	GCL Gouws Capital LLC Charlotte, North Carolina	$324K	+$328K	1	0.26%	New
2340	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$324K	+$326K	1	0.17%	New
2341	IHL Investment House LLC Redondo Beach, California	$324K	$0	1	0.02%	Maintained
2342	MWM Mascoma Wealth Management Hanover, New Hampshire	$323K	-$657K	1	0.11%	Reduced
2343	RWM Reston Wealth Management Reston, Virginia	$322K	-$6.33K	1	0.16%	Reduced
2344	JB Capital Wethersfield, Connecticut	$319K	-$6.32M	1	0.03%	Reduced
2345	RFO RiverGlades Family Offices Naples, Florida	$318K	$0	1	0.23%	Maintained
2346	WBC West Branch Capital Amherst, Massachusetts	$316K	-$22.6K	2	0.13%	Reduced
2347	LPWM Lake Point Wealth Management Rockwall, Texas	$314K	$0	2	0.14%	Maintained
2348	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$314K	-$97.6K	1	0.7%	Reduced
2349	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$313K	$0	1	0.14%	Maintained
2350	BBNB Baker Boyer National Bank Walla Walla, Washington	$311K	+$315K	1	0.14%	New