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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
2676	AIA Alera Investment Advisors Deerfield, Illinois	$263K	-$17.8K	1	0.06%	Reduced
2677	PCA Prosperity Capital Advisors Westlake, Ohio	$263K	+$245K	1	0.08%	New
2678	RMSCM R.M. Sincerbeaux Capital Management New York	$262K	$0	1	0.19%	Maintained
2679	DG DMC Group Birmingham, Alabama	$262K	+$68.1K	1	0.3%	Increased
2680	WPA Winning Points Advisors Boca Raton, Florida	$262K	$0	1	0.33%	Maintained
2681	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$262K	-$30.6K	1	0.27%	Reduced
2682	QL Quarry LP New York	$261K	+$282K	3	0.06%	New
2683	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$261K	$0	1	0.03%	Maintained
2684	RLIM Red Lighthouse Investment Management New York	$261K	+$250K	1	0.13%	New
2685	Avalon Investment & Advisory Houston, Texas	$261K	+$21.4K	1	0.01%	Increased
2686	Simon Quick Advisors Morristown, New Jersey	$260K	+$248K	1	0.03%	New
2687	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$259K	+$6.11K	1	0.14%	Increased
2688	CS Crescent Sterling Metairie, Louisiana	$258K	+$280K	1	0.28%	New
2689	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$257K	+$564	1	0.25%	Increased
2690	SCA Southern Capital Advisors Jackson, Tennessee	$257K	+$6.68K	1	0.2%	Increased
2691	JF Joule Financial Lexington, Kentucky	$257K	+$9.22K	1	0.17%	Increased
2692	LFA Landmark Financial Advisors Bowling Green, Kentucky	$257K	$0	1	0.12%	Maintained
2693	LGG Luts & Greenleigh Group Bethesda, Maryland	$257K	+$239K	1	0.33%	New
2694	AWP Accretive Wealth Partners Parsippany, New Jersey	$256K	+$20.9K	1	0.18%	Increased
2695	Mather Group Chicago, Illinois	$256K	-$670K	1	0%	Reduced
2696	FCFC First Citizens Financial Corp Mason City, Iowa	$256K	-$14.9K	1	0.22%	Reduced
2697	LC Landaas & Company Milwaukee, Wisconsin	$256K	-$28.1K	1	0.14%	Reduced
2698	PBO Peoples Bank (Ohio) Marietta, Ohio	$255K	-$10.5K	1	0.16%	Reduced
2699	RCWM Royal Capital Wealth Management Carmel, Indiana	$255K	+$1.13K	1	0.27%	Increased
2700	C CEDRUS Littleton, Colorado	$255K	-$7.83K	1	0.21%	Reduced