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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	RP Riverwater Partners Milwaukee, Wisconsin	$227K	-$16.1K	1	0.18%	Reduced
2677	ODIJL One Day In July LLC Burlington, Vermont	$227K	-$937	1	0.03%	Reduced
2678	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$224K	-$59.3K	1	0.05%	Reduced
2679	MWM Mascoma Wealth Management Hanover, New Hampshire	$224K	-$56.6K	2	0.07%	Reduced
2680	GIP Greatmark Investment Partners Columbus, Georgia	$224K	+$210K	1	0.04%	New
2681	LEA Legacy Edge Advisors Syosset, New York	$223K	+$224K	1	0.05%	New
2682	JSAM J. Safra Asset Management New York	$223K	+$2.44K	2	0.03%	Increased
2683	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$223K	+$209K	1	0.11%	New
2684	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$222K	+$209K	1	0.08%	New
2685	GWM Greenhouse Wealth Management Westport, Connecticut	$222K	+$209K	1	0.18%	New
2686	HWA Heartwood Wealth Advisors Richmond, Virginia	$222K	+$208K	1	0.03%	New
2687	HCM Hollencrest Capital Management Newport Beach, California	$221K	-$39.2K	4	0.02%	Reduced
2688	CW Channel Wealth Santa Barbara, California	$220K	-$17.6K	1	0.1%	Reduced
2689	JFA JNBA Financial Advisors Bloomington, Minnesota	$219K	-$75.9K	4	0.02%	Reduced
2690	LF Lee Financial Dallas, Texas	$219K	+$89.1K	4	0.04%	Increased
2691	WPA Winning Points Advisors Boca Raton, Florida	$219K	+$206K	1	0.34%	New
2692	Truepoint Inc Cincinnati, Ohio	$218K	+$205K	1	0.01%	New
2693	UBV United Bank (Virginia) Vienna, Virginia	$218K	-$74.3K	1	0.03%	Reduced
2694	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$218K	+$205K	1	0.02%	New
2695	BWM Birchcreek Wealth Management Miami Township, Ohio	$218K	+$218K	1	0.13%	New
2696	RF Rollins Financial Atlanta, Georgia	$217K	+$194K	1	0.05%	New
2697	RFA Rollins Financial Advisors New York City, New York	$217K	+$194K	1	0.05%	New
2698	MSG Main Street Group Glen Allen, Virginia	$217K	+$204K	3	0.08%	New
2699	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$217K	+$1.41K	1	0.03%	Increased
2700	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$217K	+$204K	1	0.03%	New