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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	PA PSI Advisors Tampa, Florida	$159K	+$38.2K	4	0.07%	Increased
2602	HCMG Howard Capital Management Group Los Angeles, California	$159K	-$11.3K	1	0.02%	Reduced
2603	GWSG GPS Wealth Strategies Group Centennial, Colorado	$158K	-$4.39K	2	0.03%	Reduced
2604	HWA HHM Wealth Advisors Chattanooga, Tennessee	$157K	-$41.8K	3	0.03%	Reduced
2605	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$157K	+$9.85K	2	0.11%	Increased
2606	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$157K	+$6.59K	2	0.05%	Increased
2607	SC Stephens Consulting Flint, Michigan	$156K	$0	2	0.06%	Maintained
2608	CIA Cape Investment Advisory Mcdonough, Georgia	$156K	-$31.9K	2	0.09%	Reduced
2609	OA Operose Advisors Milwaukee, Wisconsin	$154K	+$139K	3	0.06%	Increased
2610	UIA Ulland Investment Advisors Minneapolis, Minnesota	$154K	$0	1	0.17%	Maintained
2611	WBC Westpac Banking Corp Sydney, Australia	$153K	+$183K	1	0.01%	New
2612	KFA Kelleher Financial Advisors New York	$153K	$0	1	0.08%	Maintained
2613	GW&K Investment Management Boston, Massachusetts	$152K	+$109K	5	0%	Increased
2614	TIM Thompson Investment Management Madison, Wisconsin	$152K	$0	3	0.03%	Maintained
2615	SOAMC Spirit of America Management Corp Syosset, New York	$151K	$0	1	0.03%	Maintained
2616	TLA Tanglewood Legacy Advisors Houston, Texas	$151K	$0	2	0.09%	Maintained
2617	ALAM Asahi Life Asset Management Tokyo, Japan	$144K	-$312K	1	0.05%	Reduced
2618	MIM Meridiem Investment Management London, United Kingdom	$142K	$0	1	0%	Maintained
2619	CFG CKW Financial Group Honolulu, Hawaii	$140K	$0	1	0.02%	Maintained
2620	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$138K	+$158K	3	0.07%	New
2621	RP Rowlandmiller & Partners Atlanta, Georgia	$135K	-$13.3K	1	0.03%	Reduced
2622	IRC Investors Research Corp Atlanta, Georgia	$135K	$0	4	0.04%	Maintained
2623	EWP Elevation Wealth Partners Santa Rosa, California	$132K	+$428	2	0.11%	Increased
2624	CYG Clean Yield Group Norwich, Vermont	$128K	+$17.1K	1	0.06%	Increased
2625	WOSD WFA of San Diego San Diego, California	$126K	$0	3	0.13%	Maintained