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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
2526	DG DMC Group Birmingham, Alabama	$231K	+$237K	1	0.2%	New
2527	Zacks Investment Management Chicago, Illinois	$231K	+$234K	1	0%	New
2528	CWM Campbell Wealth Management Alexandria, Virginia	$228K	-$64.9K	1	0.03%	Reduced
2529	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$228K	-$7.54K	1	0.06%	Reduced
2530	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$228K	+$231K	1	0.12%	New
2531	TCM Traynor Capital Management Malvern, Pennsylvania	$228K	+$220K	1	0.03%	New
2532	Arax Advisory Partners Denver, Colorado	$227K	-$101K	3	0.03%	Reduced
2533	GWM Greenhouse Wealth Management Westport, Connecticut	$227K	$0	1	0.2%	Maintained
2534	PWM PRW Wealth Management Quincy, Massachusetts	$227K	+$4.36K	1	0.11%	Increased
2535	WWA WC Walker & Associates Fullerton, California	$227K	$0	1	0.11%	Maintained
2536	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$226K	$0	1	0.1%	Maintained
2537	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$225K	+$174	3	0.03%	Increased
2538	SWP Summit Wealth Partners Orlando, Florida	$224K	+$215K	1	0.05%	New
2539	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$223K	+$745	1	0.07%	Increased
2540	Cornerstone Investment Partners Atlanta, Georgia	$223K	+$243K	1	0.01%	New
2541	FWM FSA Wealth Management Needham, Massachusetts	$223K	-$3.92K	1	0.13%	Reduced
2542	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$223K	$0	1	0.02%	Maintained
2543	UCB United Community Bank Greenville, South Carolina	$222K	+$225K	2	0.22%	New
2544	SPA Shore Point Advisors Brielle, New Jersey	$221K	+$214K	3	0.18%	New
2545	VWM Venturi Wealth Management Austin, Texas	$220K	+$223K	1	0.02%	New
2546	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$218K	$0	1	0.11%	Maintained
2547	SC Stephens Consulting Flint, Michigan	$217K	+$213K	3	0.18%	New
2548	MTIC Missouri Trust & Investment Company Springfield, Missouri	$217K	+$220K	2	0.13%	New
2549	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$217K	-$35.1K	1	0.16%	Reduced
2550	BMA Brooks Moore & Associates Chattanooga, Tennessee	$216K	-$18.6K	1	0.13%	Reduced