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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	MIM Moseley Investment Management Bradenton, Florida	$293K	$0	1	0.16%	Maintained
2527	CA Calton & Associates Tampa, Florida	$293K	+$293K	1	0.12%	New
2528	HIG Heritage Investment Group Pompano Beach, Florida	$293K	+$21.2K	1	0.07%	Increased
2529	RWB RMR Wealth Builders Montclair, New Jersey	$293K	$0	1	0.04%	Maintained
2530	FFWM Future Financial Wealth Management Cincinnati, Ohio	$292K	-$37.6K	1	0.29%	Reduced
2531	QWM Quaker Wealth Management Moorestown, New Jersey	$292K	-$31.6K	1	0.13%	Reduced
2532	CFS CRA Financial Services Northfield, New Jersey	$292K	-$10.4K	1	0.07%	Reduced
2533	OWA Opal Wealth Advisors Jericho, New York	$292K	-$79.3K	1	0.11%	Reduced
2534	HFM Hartford Funds Management Wayne, Pennsylvania	$291K	+$29K	1	0.03%	Increased
2535	PW Peninsula Wealth San Francisco, California	$291K	-$4.43K	1	0.06%	Reduced
2536	EBT Enterprise Bank & Trust Lowell, Massachusetts	$290K	-$63.4K	1	0.1%	Reduced
2537	FPGT Financial Partners Group (Tennessee) Gallatin, Tennessee	$290K	+$272K	1	0.13%	New
2538	TWM Thrive Wealth Management Audubon, Pennsylvania	$289K	-$66K	1	0.06%	Reduced
2539	HWA HHM Wealth Advisors Chattanooga, Tennessee	$288K	+$102K	4	0.05%	Increased
2540	LCM Leisure Capital Management Costa Mesa, California	$288K	-$2.45K	1	0.16%	Reduced
2541	1WM 1900 Wealth Management San Antonio, Texas	$288K	-$19K	1	0.03%	Reduced
2542	Pallas Capital Advisors Braintree, Massachusetts	$288K	-$158K	1	0.02%	Reduced
2543	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$288K	-$7.84K	1	0.22%	Reduced
2544	KDA Kraft Davis & Associates St. Louis, Missouri	$287K	+$252K	1	0.09%	New
2545	AC Avenir Corporation Alexandria, Virginia	$287K	+$1.31K	1	0.02%	Increased
2546	AWM AAF Wealth Management Westborough, Massachusetts	$287K	-$791	1	0.17%	Reduced
2547	HWMC Heritage Wealth Management (California) San Diego, California	$286K	+$269K	1	0.23%	New
2548	MC Mathes Company New York	$286K	-$1.5K	1	0.12%	Reduced
2549	GDP Great Diamond Partners Portland, Maine	$286K	-$176K	1	0.07%	Reduced
2550	PWS Peterson Wealth Services South Ogden, Utah	$285K	-$20.8K	1	0.12%	Reduced