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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	BOH Bank of Hawaii Honolulu, Hawaii	$201K	-$4.34K	1	0.01%	Reduced
2427	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$200K	+$199K	1	0.05%	New
2428	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$192K	+$41K	1	0.13%	Increased
2429	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$192K	-$2.8M	6	0.02%	Reduced
2430	AA Addison Advisors Middlebury, Vermont	$188K	+$513	2	0.15%	Increased
2431	SOAMC Spirit of America Management Corp Syosset, New York	$181K	$0	1	0.04%	Maintained
2432	RWM Raffa Wealth Management Washington, District of Columbia	$177K	$0	3	0.06%	Maintained
2433	FCM Firestone Capital Management Coral Gables, Florida	$174K	$0	3	0.06%	Maintained
2434	ST Sphinx Trading Chicago, Illinois	$174K	+$178K	1	0.18%	New
2435	TIM Tortoise Investment Management White Plains, New York	$171K	$0	4	0.03%	Maintained
2436	MIM Meridiem Investment Management London, United Kingdom	$170K	$0	1	0.01%	Maintained
2437	ARMC American Research & Management Company Marion, Massachusetts	$169K	-$17.1K	2	0.04%	Reduced
2438	Kayne Anderson Rudnick Investment Management Los Angeles, California	$169K	+$120K	2	0%	Increased
2439	Picton Mahoney Asset Management Toronto, Ontario, Canada	$169K	$0	1	0.01%	Maintained
2440	AssetMark Inc Concord, California	$166K	-$431K	3	0%	Reduced
2441	BCA Bray Capital Advisors Naples, Florida	$166K	$0	1	0.04%	Maintained
2442	CFG CKW Financial Group Honolulu, Hawaii	$166K	$0	1	0.03%	Maintained
2443	AW Avion Wealth The Woodlands, Texas	$165K	$0	1	0.05%	Maintained
2444	Benjamin Edwards Inc Clayton, Missouri	$165K	+$73.5K	2	0.1%	Increased
2445	CPA Cowen Prime Advisors New York	$162K	$0	1	0.06%	Maintained
2446	FWM Filbrandt Wealth Management Middleton, Wisconsin	$160K	$0	1	0.09%	Maintained
2447	RTC Riverview Trust Company Vancouver, Washington	$151K	+$12.8K	2	0.16%	Increased
2448	JC JBF Capital Aspen, Colorado	$148K	+$152K	1	0.03%	New
2449	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$144K	+$21K	4	0.06%	Increased
2450	JEST JTC Employer Solutions Trustee St Helier, Jersey	$141K	$0	1	0.02%	Maintained