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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
2451	ACM Adalta Capital Management New York	$100K	+$94.9K	1	0.06%	New
2452	EWM Elmwood Wealth Management Berkeley, California	$100K	+$94.1K	1	0.06%	New
2453	RG Retirement Group San Diego, California	$99K	-$1.26K	2	0.04%	Reduced
2454	VC Vestor Capital Chicago, Illinois	$99K	$0	1	0.01%	Maintained
2455	GAM GVO Asset Management Zug, Switzerland	$97K	+$89.7K	1	0.1%	New
2456	PCM Pinz Capital Management New York	$97K	-$301K	1	0.03%	Reduced
2457	APC Aspire Private Capital Cornelius, North Carolina	$94K	+$85.6K	2	0.03%	Increased
2458	MAM McCarthy Asset Management Redwood Shores, California	$91K	-$11.4K	1	0.07%	Reduced
2459	NIM NuWave Investment Management Parsippany, New Jersey	$91K	-$581K	1	0.11%	Reduced
2460	LGWM Litman Gregory Wealth Management Larkspur, California	$90K	$0	1	0.02%	Maintained
2461	JCP JB Capital Partners Armonk, New York	$89.5K	+$92K	1	0.02%	New
2462	SIM Sonora Investment Management Tucson, Arizona	$89K	$0	2	0.01%	Maintained
2463	FP Fiduciary Planning Englewood, Florida	$88K	$0	2	0.13%	Maintained
2464	Harvest Fund Management Beijing, China	$87K	+$34K	3	0.01%	Increased
2465	SFP Sterling Financial Planning Sparta, New Jersey	$86K	$0	3	0.06%	Maintained
2466	AL ADE LLC Baltimore, Maryland	$85K	-$3.79K	2	0.08%	Reduced
2467	WCM Wealthcare Capital Management Richmond, Virginia	$85K	+$79.4K	2	0.01%	New
2468	AIC Archer Investment Corporation Carmel, Indiana	$82.7K	+$5.08K	3	0.03%	Increased
2469	ANBT American National Bank & Trust Wichita Falls, Texas	$81K	-$173K	2	0.02%	Reduced
2470	CWA Clearview Wealth Advisors Salem, Oregon	$79K	$0	1	0.05%	Maintained
2471	NG NWK Group San Francisco, California	$77K	$0	1	0.03%	Maintained
2472	GIA Goodwin Investment Advisory Woodstock, Georgia	$74K	+$68.4K	3	0.09%	New
2473	DI Disciplined Investments Tulsa, Oklahoma	$73K	+$22.2K	4	0.04%	Increased
2474	TI Truehand Inc Strafford, New Hampshire	$73K	$0	1	0.04%	Maintained
2475	HI Human Investing Lake Oswego, Oregon	$72K	$0	1	0.02%	Maintained