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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
2551	RCA Ranch Capital Advisors Sarasota, Florida	$331K	+$8.94K	1	0.26%	Increased
2552	FFWM Future Financial Wealth Management Cincinnati, Ohio	$328K	$0	1	0.37%	Maintained
2553	APP Alpha Paradigm Partners Chicago, Illinois	$327K	-$1.04M	1	0.13%	Reduced
2554	IAG Investmark Advisory Group Shelton, Connecticut	$326K	+$26.4K	1	0.24%	Increased
2555	Plancorp LLC Saint Louis, Missouri	$325K	-$3.29K	1	0.02%	Reduced
2556	WMP Wealth Management Partners Tucson, Arizona	$325K	$0	1	0.27%	Maintained
2557	SEM Strategic Equity Management Tucson, Arizona	$325K	+$36K	1	0.12%	Increased
2558	IPW Invictus Private Wealth Denver, Colorado	$324K	+$302K	1	0.04%	New
2559	HIG Heritage Investment Group Pompano Beach, Florida	$324K	-$6.4K	1	0.1%	Reduced
2560	SIS Sound Income Strategies Ft Lauderdale, Florida	$324K	+$114K	3	0.04%	Increased
2561	TFA Teamwork Financial Advisors San Antonio, Texas	$323K	-$3.28M	1	0.07%	Reduced
2562	AIP Almanack Investment Partners Wayne, Pennsylvania	$323K	+$274K	1	0.07%	Increased
2563	BBNB Baker Boyer National Bank Walla Walla, Washington	$322K	-$24.5K	1	0.14%	Reduced
2564	AIC Archer Investment Corporation Carmel, Indiana	$322K	-$64.2K	3	0.12%	Reduced
2565	SWP Summit Wealth Partners Orlando, Florida	$321K	-$8.35K	1	0.09%	Reduced
2566	APW Austin Private Wealth Austin, Texas	$320K	+$847	1	0.06%	Increased
2567	MF Meridian Financial Holliston, Massachusetts	$320K	+$4.99K	1	0.34%	Increased
2568	CIC Chase Investment Counsel Charlottesville, Virginia	$320K	+$55.5K	1	0.2%	Increased
2569	ANBT American National Bank & Trust Wichita Falls, Texas	$319K	+$64.7K	3	0.07%	Increased
2570	OPPS Obsidian Personal Planning Solutions Rockville, Maryland	$319K	$0	1	0.51%	Maintained
2571	BCM Buckhead Capital Management Atlanta, Georgia	$318K	+$1.41K	1	0.08%	Increased
2572	Circle Wealth Management Summit, New Jersey	$318K	+$3.83K	1	0.05%	Increased
2573	CL CSS LLC Chicago, Illinois	$318K	+$53.1K	1	0.02%	Increased
2574	SAA Southeast Asset Advisors Thomasville, Georgia	$318K	-$42.3K	1	0.05%	Reduced
2575	DAM Doheny Asset Management Los Angeles, California	$317K	-$2.63K	1	0.37%	Reduced