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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	BWM Blossom Wealth Management San Ramon, Ca, California	$408K	+$10.1K	1	1.97%	Increased
2452	ACA Affinity Capital Advisors Berkeley, California	$407K	$0	1	0.14%	Maintained
2453	MCM Morton Capital Management Calabasas, California	$406K	+$23K	1	0.16%	Increased
2454	M&G Investment Management London, United Kingdom	$406K	$0	1	0%	Maintained
2455	RTC Riverview Trust Company Vancouver, Washington	$406K	+$146K	4	0.38%	Increased
2456	1WM 1900 Wealth Management San Antonio, Texas	$405K	-$6.11K	1	0.04%	Reduced
2457	CMS Capital Market Strategies Palm Beach Gardens, Florida	$405K	+$470	1	0.44%	Increased
2458	KCG Kinsale Capital Group Richmond, Virginia	$405K	+$439K	1	0.35%	New
2459	Accredited Investors Edina, Minnesota	$405K	+$43.5K	1	0.03%	Increased
2460	BCG Breakwater Capital Group Paramus, New Jersey	$404K	+$377K	1	0.21%	New
2461	C Covestor London, United Kingdom	$404K	+$74K	8	0.33%	Increased
2462	CCMI Creative Capital Management Investments San Diego, California	$404K	+$414K	3	0.35%	New
2463	SOS Silver Oak Securities Jackson, Tennessee	$403K	-$355K	1	0.08%	Reduced
2464	Mill Creek Capital Advisors Conshohocken, Pennsylvania	$402K	+$375K	1	0.02%	New
2465	FIM Fernwood Investment Management Quincy, Massachusetts	$402K	+$2.92K	1	0.17%	Increased
2466	C Certuity North Palm Beach, Florida	$401K	+$39.6K	1	0.06%	Increased
2467	SCM Spreng Capital Management Bucyrus, Ohio	$401K	$0	1	0.35%	Maintained
2468	KWMG King Wealth Management Group Naples, Florida	$401K	-$658	1	0.1%	Reduced
2469	RW Rede Wealth Charlottesville, Virginia	$401K	+$4.89K	1	0.21%	Increased
2470	TAM Taurus Asset Management New York	$401K	$0	1	0.05%	Maintained
2471	WOC West Oak Capital Westlake Village, California	$400K	-$20.1K	1	0.21%	Reduced
2472	SI SimpliFi Inc San Diego, California	$398K	-$49K	1	0.21%	Reduced
2473	NRA NSI Retail Advisors Warrendale, Pennsylvania	$398K	$0	1	0.09%	Maintained
2474	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$398K	$0	1	0.22%	Maintained
2475	SAM Summit Asset Management Memphis, Tennessee	$398K	+$18.8K	1	0.12%	Increased