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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	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$211K	-$248K	1	0.07%	Reduced
2552	AWP Accretive Wealth Partners Parsippany, New Jersey	$210K	-$9.66K	1	0.13%	Reduced
2553	Accredited Investors Edina, Minnesota	$210K	-$42.8K	1	0.02%	Reduced
2554	WMA West Michigan Advisors Holland, Michigan	$209K	-$443K	1	0.11%	Reduced
2555	FDDB Fidelity D&D Bancorp Dunmore, Pennsylvania	$208K	+$248K	1	0.21%	New
2556	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$208K	-$856	2	0.11%	Reduced
2557	OWA One Wealth Advisors San Francisco, California	$208K	+$247K	1	0.05%	New
2558	IAG Investmark Advisory Group Shelton, Connecticut	$207K	+$2.83K	1	0.14%	Increased
2559	Candriam SCA Strassen, Luxembourg, Luxembourg	$207K	-$8.91K	1	0%	Reduced
2560	JSAM J. Safra Asset Management New York	$207K	$0	1	0.03%	Maintained
2561	OL Optas LLC Austin, Texas	$207K	-$1.16M	1	0.07%	Reduced
2562	GPA Guerra Pan Advisors Montclair, New Jersey	$206K	$0	1	0.24%	Maintained
2563	GCM Gibraltar Capital Management Tulsa, Oklahoma	$206K	+$343	1	0.09%	Increased
2564	GCA Greenwood Capital Associates Greenwood, South Carolina	$205K	-$7.37M	1	0.03%	Reduced
2565	SMG Smart Money Group Eastland, Texas	$205K	+$205K	1	0.1%	New
2566	HB Horizon Bancorp Michigan City, Indiana	$205K	-$74K	3	0.13%	Reduced
2567	EL EWA LLC Pittsbugh, Pennsylvania	$204K	+$218K	1	0.13%	New
2568	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$204K	+$243K	1	0.09%	New
2569	PAG Paladin Advisory Group Clive, Iowa	$204K	-$1.46K	2	0.17%	Reduced
2570	CAP Columbia Advisory Partners Spokane, Washington	$203K	+$242K	1	0.22%	New
2571	I2I Insight 2811 Inc Chicago, Illinois	$203K	+$10.1K	1	0.12%	Increased
2572	RP Riverwater Partners Milwaukee, Wisconsin	$203K	-$10.7K	1	0.18%	Reduced
2573	BP BBR Partners New York	$203K	+$8.56K	1	0.02%	Increased
2574	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$203K	+$5.71K	1	0.03%	Increased
2575	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$202K	-$219K	1	0.14%	Reduced