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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
2426	PR Payden & Rygel Los Angeles, California	$77K	$0	1	0%	Maintained
2427	DI Disciplined Investments Tulsa, Oklahoma	$74K	+$71.9K	2	0.06%	New
2428	CQS Credential Qtrade Securities Vancouver,	$73.7K	+$10.5K	2	0.01%	Increased
2429	BAMG Brand Asset Management Group Chesterfield, Missouri	$71K	+$72	4	0.05%	Increased
2430	FRA Front Row Advisors Tiburon, California	$67K	-$272	1	0.04%	Reduced
2431	SC Sawyer & Company Boston, Massachusetts	$67K	-$862K	1	0.04%	Reduced
2432	CH Canton Hathaway Providence, Rhode Island	$66K	$0	2	0.03%	Maintained
2433	LF Lee Financial Dallas, Texas	$66K	$0	3	0.01%	Maintained
2434	SL Savior LLC Wellesley Hills, Massachusetts	$66K	+$64.6K	3	0.09%	New
2435	WCM Wealthcare Capital Management Richmond, Virginia	$66K	+$16.5K	3	0.01%	Increased
2436	PCA Providence Capital Advisors Charlotte, North Carolina	$65K	+$726	2	0.03%	Increased
2437	FP Financial Perspectives Minneapolis, Minnesota	$62.2K	+$60K	2	0.04%	New
2438	AWW Alan W. Weber	$59K	$0	1	0.02%	Maintained
2439	CFN Cordasco Financial Network Naples, Florida	$58K	-$7.33K	4	0.05%	Reduced
2440	IWP IAG Wealth Partners Waukesha, Wisconsin	$58K	+$55.2K	4	0.04%	New
2441	VC Vestor Capital Chicago, Illinois	$56K	-$6.26K	1	0.01%	Reduced
2442	CIM Contravisory Investment Management Norwell, Massachusetts	$55K	-$814	1	0.02%	Reduced
2443	Larson Financial Group St Louis, Missouri	$55K	+$7.37K	3	0.03%	Increased
2444	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$54K	+$55.6K	1	0.03%	New
2445	Sageworth Trust Lancaster, Pennsylvania	$52K	+$3.52K	3	0.01%	Increased
2446	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$51K	+$52.1K	1	0.01%	New
2447	PC Permanens Capital New York	$49K	+$48.1K	1	0.01%	New
2448	ME McIlrath & Eck Arlington, Washington	$47K	-$3.17K	4	0.02%	Reduced
2449	TCM Tradewinds Capital Management Bellingham, Washington	$45K	+$8.79K	3	0.01%	Increased
2450	OAJ Ogorek Anthony Joseph Williamsville, New York	$44K	+$5.98K	3	0.02%	Increased