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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
2701	WWM Walser Wealth Management Tampa, Florida	$768K	+$52.1K	1	0.32%	Increased
2702	GCA Greenwood Capital Associates Greenwood, South Carolina	$764K	+$174K	2	0.08%	Increased
2703	GRR Golden Reserve Retirement Dublin, Ohio	$763K	+$468K	1	0.12%	Increased
2704	OC Optima Capital Beaverton, Oregon	$763K	+$22.2K	1	0.3%	Increased
2705	SA SL Advisors Westfield, New Jersey	$762K	-$60.7K	1	1.33%	Reduced
2706	DF Dent & Co Baltimore, Maryland	$761K	$0	1	0.01%	Maintained
2707	JE JMAC Enterprises Newtown, Pennsylvania	$761K	+$2.02K	1	0.13%	Increased
2708	WF Womack Financial Dallas, Texas	$759K	+$24.8K	1	0.5%	Increased
2709	AWG Altus Wealth Group Colorado Springs, Colorado	$759K	-$63.8K	2	0.27%	Reduced
2710	MF Montis Financial Waltham, Massachusetts	$758K	+$4.4K	1	0.16%	Increased
2711	SIA Sovereign Investment Advisors Phoenix, Arizona	$756K	+$18.3K	1	0.14%	Increased
2712	Chilton Capital Management Houston, Texas	$754K	-$69.5K	2	0.02%	Reduced
2713	DF Dunhill Financial London, United Kingdom	$751K	+$17.7K	6	0.15%	Increased
2714	LWM Lionshead Wealth Management New York	$751K	-$680	2	0.49%	Reduced
2715	JC JM2 Capital Edmond, Oklahoma	$750K	-$5.13K	1	0.51%	Reduced
2716	ISFAN Investor's Fiduciary Advisor Network Snoqualmie, Washington	$750K	-$28.5K	2	0.25%	Reduced
2717	BCM Bayesian Capital Management Brooklyn, New York	$750K	+$755K	2	0.48%	New
2718	IRC Investors Research Corp Atlanta, Georgia	$750K	+$535K	2	0.13%	Increased
2719	DCA DSG Capital Advisors Edina, Minnesota	$748K	$0	1	0.11%	Maintained
2720	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$747K	+$5.5K	2	0.18%	Increased
2721	FA Faithward Advisors Lancaster, Pennsylvania	$747K	-$2.33M	2	0.09%	Reduced
2722	FCM Family Capital Management Grand Rapids, Michigan	$746K	-$8.25K	1	0.29%	Reduced
2723	SCA Sandy Cove Advisors Hingham, Massachusetts	$745K	+$56.9K	1	0.19%	Increased
2724	AA AlphaCentric Advisors San Juan, Puerto Rico	$743K	+$136K	2	0.63%	Increased
2725	KCPG Kavar Capital Partners Group Leawood, Kansas	$742K	+$76.9K	2	0.09%	Increased