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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
2501	GP Geneva Partners Lake Geneva, Wisconsin	$297K	+$284K	1	0.18%	New
2502	MC Mathes Company New York	$297K	$0	1	0.12%	Maintained
2503	SHGA Sand Hill Global Advisors Palo Alto, California	$297K	-$284	1	0.02%	Reduced
2504	PWM PRW Wealth Management Quincy, Massachusetts	$296K	+$31.8K	1	0.13%	Increased
2505	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$295K	+$24K	1	0.19%	Increased
2506	FAM Flaharty Asset Management Clearwater, Florida	$295K	$0	1	0.05%	Maintained
2507	EW Element Wealth Ridgeland, Mississippi	$294K	-$11K	1	0.24%	Reduced
2508	LB Leo Brokerage Hurst, Texas	$293K	+$281K	1	0.05%	New
2509	TLP Trinity Legacy Partners Houston, Texas	$293K	$0	1	0.1%	Maintained
2510	AF Affiance Financial St. Louis Park, Minnesota	$292K	$0	1	0.14%	Maintained
2511	CP Coho Partners Berwyn, Pennsylvania	$292K	$0	1	0%	Maintained
2512	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$292K	$0	1	0.04%	Maintained
2513	WIM WealthPlan Investment Management Omaha, Nebraska	$292K	+$291K	1	0.02%	New
2514	JCM J2 Capital Management Troy, Michigan	$291K	-$127K	1	0.32%	Reduced
2515	QWM Quaker Wealth Management Moorestown, New Jersey	$291K	$0	1	0.13%	Maintained
2516	RSS Rosenblum Silverman Sutton San Francisco, California	$291K	$0	1	0.07%	Maintained
2517	SCA Sandy Cove Advisors Hingham, Massachusetts	$291K	+$2.58K	2	0.24%	Increased
2518	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$291K	$0	1	0.15%	Maintained
2519	1IA 1620 Investment Advisors Plymouth, Massachusetts	$290K	$0	1	0.32%	Maintained
2520	SCP Sender Company & Partners New York	$290K	+$284K	1	0.31%	New
2521	E Fund Management Guangzhou, China	$289K	-$38.6K	1	0.01%	Reduced
2522	WMP Wealth Management Partners Tucson, Arizona	$289K	$0	1	0.21%	Maintained
2523	QC Quantedge Capital Singapore	$288K	+$281K	1	0.09%	New
2524	APW Austin Private Wealth Austin, Texas	$287K	+$38.8K	1	0.06%	Increased
2525	BIM Bullseye Investment Management Cincinnati, Ohio	$285K	$0	1	0.24%	Maintained