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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
2576	MIA MeadowBrook Investment Advisors Livonia, Michigan	$897K	+$35K	1	0.71%	Increased
2577	CA Calton & Associates Tampa, Florida	$894K	+$114K	1	0.13%	Increased
2578	AGC August Group Capital Toronto,	$892K	-$42.6K	2	0.98%	Reduced
2579	DWAM Duncan Williams Asset Management Memphis, Tennessee	$892K	$0	2	0.2%	Maintained
2580	LCM Lazari Capital Management Woodland Hills, California	$892K	+$38.9K	1	0.27%	Increased
2581	FWP Firethorn Wealth Partners Augusta, Georgia	$891K	-$231K	1	0.29%	Reduced
2582	CCM Cox Capital Management Andover, Massachusetts	$887K	$0	1	0.49%	Maintained
2583	DW30 Drucker Wealth 3.0 Woodcliff Lake, New Jersey	$887K	+$2.24K	2	0.14%	Increased
2584	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$886K	-$7.34K	1	0.22%	Reduced
2585	AF Atala Financial Calabasas, California	$886K	$0	1	0.54%	Maintained
2586	BCM Bienville Capital Management New York	$886K	$0	1	0.12%	Maintained
2587	SWM SK Wealth Management Providence, Rhode Island	$884K	+$2.93K	1	0.2%	Increased
2588	LGT Group Foundation Vaduz, Liechtenstein	$883K	+$51.2K	1	0.01%	Increased
2589	VNA Valley National Advisers Bethlehem, Pennsylvania	$880K	-$2.34K	4	0.1%	Reduced
2590	SIAG Safeguard Investment Advisory Group Corona, California	$879K	+$18.6K	2	0.2%	Increased
2591	HWM HFR Wealth Management Niskayuna, New York	$879K	-$1.28K	1	0.21%	Reduced
2592	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$879K	+$1.1K	2	0.11%	Increased
2593	HA HC Advisors Sandy Springs, Georgia	$877K	$0	1	0.53%	Maintained
2594	BHPW Beverly Hills Private Wealth Beverly Hills, California	$876K	-$1.98M	2	0.17%	Reduced
2595	MCM Morton Capital Management Calabasas, California	$875K	+$15.8K	1	0.12%	Increased
2596	CWA CJM Wealth Advisers Falls Church, Virginia	$874K	-$11.4K	2	0.23%	Reduced
2597	FWP Falcon Wealth Planning Ontario, California	$872K	+$12.7K	2	0.06%	Increased
2598	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$870K	+$642K	2	0.16%	Increased
2599	IA Intellus Advisors Naples, Florida	$869K	-$22.6K	3	0.11%	Reduced
2600	SWM Salvus Wealth Management Red Bank, New Jersey	$869K	-$77.9K	2	0.49%	Reduced