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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	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$258K	+$632	3	0.11%	Increased
2677	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$258K	-$11.7K	1	0.17%	Reduced
2678	TCOTS Trust Company of the South Greensboro, North Carolina	$258K	-$327K	1	0.06%	Reduced
2679	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$258K	$0	1	0.08%	Maintained
2680	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$258K	-$4.72K	2	0.11%	Reduced
2681	HWA Heartwood Wealth Advisors Richmond, Virginia	$257K	$0	1	0.03%	Maintained
2682	ACM Aubrey Capital Management Edinburgh, United Kingdom	$256K	+$311K	1	0.09%	New
2683	PCS Private Client Services Louisville, Kentucky	$256K	+$236K	1	0.17%	New
2684	TL Tradewinds LLC Raleigh, North Carolina	$255K	+$274K	1	0.12%	New
2685	Oversea-Chinese Banking Corp (OCBC) Singapore	$255K	+$245K	1	0.01%	New
2686	EWM Endowment Wealth Management Appleton, Wisconsin	$255K	-$7.76K	1	0.19%	Reduced
2687	AW Atlas Wealth Cincinnati, Ohio	$255K	$0	1	0.12%	Maintained
2688	CW Channel Wealth Santa Barbara, California	$254K	$0	1	0.1%	Maintained
2689	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$254K	-$55.3K	2	0.22%	Reduced
2690	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$254K	+$247K	1	0.14%	New
2691	GCM Gibraltar Capital Management Tulsa, Oklahoma	$254K	-$22.6K	1	0.12%	Reduced
2692	AIA AIMZ Investment Advisors Los Altos, California	$254K	$0	1	0.09%	Maintained
2693	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$253K	$0	1	0.02%	Maintained
2694	MIM Moseley Investment Management Bradenton, Florida	$252K	-$46K	1	0.13%	Reduced
2695	APW Aurora Private Wealth Rockaway, New Jersey	$251K	+$90	1	0.22%	Increased
2696	GAA Global Assets Advisory Orlando, Florida	$251K	+$241K	2	0.15%	New
2697	HCMG Howard Capital Management Group Los Angeles, California	$250K	$0	1	0.02%	Maintained
2698	CFG CKW Financial Group Honolulu, Hawaii	$250K	+$18.1K	1	0.03%	Increased
2699	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$250K	+$1.35K	1	0.18%	Increased
2700	ATC Advantage Trust Company Salina, Kansas	$250K	$0	1	0.18%	Maintained