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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	HWA HHM Wealth Advisors Chattanooga, Tennessee	$250K	-$221K	4	0.06%	Reduced
2577	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$249K	-$15.6K	1	0.03%	Reduced
2578	WPA Winning Points Advisors Boca Raton, Florida	$249K	$0	1	0.27%	Maintained
2579	I INVST Indianapolis, Indiana	$248K	+$23.4K	1	0.04%	Increased
2580	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$248K	+$6.73K	1	0.13%	Increased
2581	MM MQS Management New York	$247K	-$631K	1	0.17%	Reduced
2582	PWA Physician Wealth Advisors Midvale, Utah	$247K	+$2.79K	1	0.07%	Increased
2583	WAC William Allan Corp Fort Collins, Colorado	$247K	$0	1	0.22%	Maintained
2584	Cohen & Steers New York	$246K	-$127K	1	0%	Reduced
2585	MC Matisse Capital Portland, Oregon	$246K	$0	1	0.23%	Maintained
2586	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$245K	-$11.2K	3	0.04%	Reduced
2587	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$243K	+$577	1	0.24%	Increased
2588	SC Solstein Capital Menlo Park, California	$243K	$0	3	0.19%	Maintained
2589	EWM Endurance Wealth Management Providence, Rhode Island	$242K	$0	2	0.04%	Maintained
2590	JWM Janiczek Wealth Management Denver, Colorado	$242K	+$20K	4	0.07%	Increased
2591	WCA Westover Capital Advisors Wilmington, Delaware	$242K	$0	1	0.09%	Maintained
2592	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$241K	-$79.3K	1	0.11%	Reduced
2593	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$241K	+$673	3	0.12%	Increased
2594	SFA Semmax Financial Advisors Winston Salem, North Carolina	$241K	+$248K	1	0.1%	New
2595	WFG Wills Financial Group Richmond, Virginia	$241K	$0	1	0.12%	Maintained
2596	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$240K	$0	1	0.1%	Maintained
2597	JFA JNBA Financial Advisors Bloomington, Minnesota	$240K	-$14.1K	4	0.04%	Reduced
2598	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$239K	$0	1	0.09%	Maintained
2599	MTIC Missouri Trust & Investment Company Springfield, Missouri	$239K	$0	2	0.16%	Maintained
2600	TIM Tortoise Investment Management White Plains, New York	$239K	+$35.8K	4	0.05%	Increased