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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
2601	JDLA J. Derek Lewis & Associates Newport Beach, California	$869K	-$2.57K	2	0.16%	Reduced
2602	FHC First Heartland Consultants Lake St. Louis, Missouri	$868K	+$228K	2	0.06%	Increased
2603	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$867K	+$1.98K	3	0.11%	Increased
2604	CFS Cannon Financial Strategists Athens, Georgia	$866K	+$837K	1	0.1%	New
2605	IFS Ifrah Financial Services Little Rock, Arkansas	$864K	-$5.87K	1	0.21%	Reduced
2606	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$864K	-$19.3K	3	0.23%	Reduced
2607	MAG Mayfair Advisory Group Birmingham, Alabama	$862K	+$59.4K	2	0.26%	Increased
2608	FFO Fortitude Family Office Scottsdale, Arizona	$862K	+$198K	7	0.17%	Increased
2609	SR Swiss Re Zurich, Switzerland	$861K	+$811K	3	0.08%	Increased
2610	FC Fairscale Capital Nashua, New Hampshire	$860K	-$4.95K	2	0.51%	Reduced
2611	HCM Hengehold Capital Management Cincinnati, Ohio	$858K	-$50.4K	2	0.07%	Reduced
2612	MAM McLaughlin Asset Management Danville, Illinois	$853K	+$824K	1	0.59%	New
2613	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$852K	+$36.9K	2	0.1%	Increased
2614	QFW QTR Family Wealth Lake Mary, Florida	$851K	+$244K	2	0.3%	Increased
2615	LPFG Landing Point Financial Group Avon, Ohio	$850K	+$577	1	0.29%	Increased
2616	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$849K	-$10.6M	1	0.07%	Reduced
2617	OFG Oxford Financial Group Carmel, Indiana	$848K	+$28.4K	1	0.04%	Increased
2618	WIM WealthPlan Investment Management Omaha, Nebraska	$847K	-$1.47M	2	0.04%	Reduced
2619	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$845K	+$2.24K	1	0.36%	Increased
2620	CWS Cypress Wealth Services Palm Desert, California	$845K	-$14K	2	0.1%	Reduced
2621	TAM Tucker Asset Management Littleton, Colorado	$845K	+$216K	3	0.21%	Increased
2622	EIA Edgemoor Investment Advisors Bethesda, Maryland	$844K	-$14.1K	1	0.06%	Reduced
2623	OWA Octavia Wealth Advisors Cincinnati, Ohio	$844K	-$41.3K	2	0.07%	Reduced
2624	EB Exchange Bank Santa Rosa, California	$844K	-$46.7K	2	0.53%	Reduced
2625	ALA Atlas Legacy Advisors Los Angeles, California	$842K	+$65.3K	1	0.12%	Increased