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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
2376	FCM Firestone Capital Management Coral Gables, Florida	$150K	-$26.3K	3	0.06%	Reduced
2377	SOAMC Spirit of America Management Corp Syosset, New York	$150K	-$98.6K	1	0.04%	Reduced
2378	MWP Meridian Wealth Partners Exton, Pennsylvania	$149K	-$1.64K	1	0.06%	Reduced
2379	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$147K	+$63.1K	2	0.07%	Increased
2380	SAS Stelac Advisory Services New York	$143K	+$132K	1	0.04%	New
2381	MIM Meridiem Investment Management London, United Kingdom	$141K	+$130K	1	0.01%	New
2382	AW Avion Wealth The Woodlands, Texas	$137K	-$31.9K	1	0.04%	Reduced
2383	CPA Cowen Prime Advisors New York	$137K	$0	1	0.06%	Maintained
2384	UFG United Fire Group Cedar Rapids, Iowa	$136K	-$374K	2	0.07%	Reduced
2385	WPA West Paces Advisors Atlanta, Georgia	$132K	-$2.56K	3	0.06%	Reduced
2386	SIS Sound Income Strategies Ft Lauderdale, Florida	$124K	+$20.5K	5	0.03%	Increased
2387	MCA Mercer Capital Advisers Little Silver, New Jersey	$122K	$0	1	0.07%	Maintained
2388	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$118K	+$103K	2	0.1%	Increased
2389	FMP Financial Management Professionals Austin, Texas	$117K	-$58.5K	2	0.03%	Reduced
2390	TCM Tradewinds Capital Management Bellingham, Washington	$117K	-$16.6K	2	0.03%	Reduced
2391	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$117K	+$3.93K	4	0.06%	Increased
2392	RTC Riverview Trust Company Vancouver, Washington	$116K	-$40.8K	2	0.13%	Reduced
2393	SWM Sugarloaf Wealth Management Duluth, Georgia	$115K	-$6.38K	2	0.04%	Reduced
2394	SLF Sun Life Financial Toronto, Ontario, Canada	$115K	-$1.5K	3	0.02%	Reduced
2395	CFG CKW Financial Group Honolulu, Hawaii	$114K	-$6.57K	1	0.02%	Reduced
2396	Simon Quick Advisors Morristown, New Jersey	$111K	+$37.4K	4	0.03%	Increased
2397	PP PrairieView Partners St. Paul, Minnesota	$109K	$0	1	0.02%	Maintained
2398	TC Tacita Capital Toronto, Ontario, Canada	$107K	+$102K	2	0.07%	New
2399	Storebrand Asset Management Lysaker, Norway	$107K	$0	1	0%	Maintained
2400	SFG Sowa Financial Group Lincoln, Rhode Island	$106K	-$6.57K	1	0.07%	Reduced