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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
2626	HWM Hemington Wealth Management Falls Church, Virginia	$202K	-$1.95M	1	0.09%	Reduced
2627	JCM J2 Capital Management Troy, Michigan	$202K	+$11.8K	1	0.38%	Increased
2628	WFG Wills Financial Group Richmond, Virginia	$202K	-$3.62K	1	0.11%	Reduced
2629	AWM Alterna Wealth Management Houston, Texas	$201K	-$203K	1	0.24%	Reduced
2630	HIM Hotaling Investment Management Wayne, Pennsylvania	$201K	-$32.3K	1	0.1%	Reduced
2631	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$201K	-$316K	1	0.22%	Reduced
2632	JF Joule Financial Lexington, Kentucky	$201K	+$21.5K	1	0.15%	Increased
2633	RA Rise Advisors Rochester, New York	$201K	+$52.8K	3	0.17%	Increased
2634	LA LexAurum Advisors Overland Park, Kansas	$200K	+$3.08K	1	0.08%	Increased
2635	TFA Toth Financial Advisory Leesburg, Virginia	$195K	-$502K	3	0.04%	Reduced
2636	FIA FNY Investment Advisers New York	$194K	+$169K	3	0.13%	Increased
2637	SC Stephens Consulting Flint, Michigan	$193K	$0	2	0.17%	Maintained
2638	TA Teramo Advisors Naples, Florida	$188K	$0	1	0.12%	Maintained
2639	Kayne Anderson Rudnick Investment Management Los Angeles, California	$184K	+$6.77K	3	0%	Increased
2640	ARMC American Research & Management Company Marion, Massachusetts	$183K	+$3.44K	2	0.05%	Increased
2641	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$179K	$0	3	0.06%	Maintained
2642	CFG CKW Financial Group Honolulu, Hawaii	$176K	$0	1	0.03%	Maintained
2643	FNBOSM First National Bank of South Miami South Miami, Florida	$175K	-$33.4K	3	0.14%	Reduced
2644	SOAMC Spirit of America Management Corp Syosset, New York	$172K	$0	1	0.04%	Maintained
2645	UIA Ulland Investment Advisors Minneapolis, Minnesota	$172K	-$12K	1	0.19%	Reduced
2646	SIS Sound Income Strategies Ft Lauderdale, Florida	$171K	+$39K	3	0.02%	Increased
2647	AW Avion Wealth The Woodlands, Texas	$169K	+$9.05K	2	0.05%	Increased
2648	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$169K	+$23.6K	4	0.08%	Increased
2649	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$166K	-$7.96K	3	0.14%	Reduced
2650	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$166K	+$42.1K	4	0.12%	Increased