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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	ACM AUA Capital Management Camp Hill, Pennsylvania	$316K	+$1.5K	2	0.21%	Increased
2577	Hills Bank & Trust North Liberty, Iowa	$316K	$0	1	0.05%	Maintained
2578	VAM Verity Asset Management Durham, North Carolina	$315K	-$40.4K	1	0.27%	Reduced
2579	WFA Wellspring Financial Advisors Cleveland, Ohio	$315K	+$294K	1	0.1%	New
2580	FCB First County Bank Stamford, Connecticut	$315K	+$293K	1	0.15%	New
2581	FH FWG Holdings Winter Park, Florida	$314K	+$1.69K	1	0.22%	Increased
2582	BAM Bellevue Asset Management Bellevue, Washington	$314K	$0	4	0.24%	Maintained
2583	DFG Delta Financial Group Basking Ridge, New Jersey	$313K	+$295K	1	0.14%	New
2584	BCM Bayesian Capital Management Brooklyn, New York	$313K	+$338K	1	0.05%	New
2585	PI Pachira Investments Dana Point, California	$311K	+$59.5K	1	1.57%	Increased
2586	PFG PAX Financial Group San Antonio, Texas	$311K	-$223K	1	0.08%	Reduced
2587	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$311K	-$4.96K	1	0.19%	Reduced
2588	Trexquant Investment Stamford, Connecticut	$309K	-$517K	1	0.01%	Reduced
2589	CG Corundum Group Colorado Springs, Colorado	$308K	$0	1	0.17%	Maintained
2590	EWM Endurance Wealth Management Providence, Rhode Island	$308K	-$28.4K	2	0.05%	Reduced
2591	SWM Stockman Wealth Management Billings, Montana	$307K	-$76K	1	0.07%	Reduced
2592	SFG StrategIQ Financial Group Merrillville, Indiana	$307K	$0	1	0.04%	Maintained
2593	GM GeoWealth Management Chicago, Illinois	$307K	-$6.96K	1	0.03%	Reduced
2594	GHA GW Henssler & Associates Kennesaw, Georgia	$306K	+$2.03K	1	0.02%	Increased
2595	PWM PRW Wealth Management Quincy, Massachusetts	$306K	$0	1	0.13%	Maintained
2596	GPA Guerra Pan Advisors Montclair, New Jersey	$306K	$0	1	0.42%	Maintained
2597	AWS Aspen Wealth Strategies Arvada, Colorado	$304K	+$283K	1	0.24%	New
2598	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$303K	+$282K	1	0.2%	New
2599	MC Mathes Company New York	$303K	$0	1	0.15%	Maintained
2600	MIP Marietta Investment Partners Milwaukee, Wisconsin	$303K	$0	1	0.09%	Maintained