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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
2751	VCM Versant Capital Management Phoenix, Arizona	$110K	+$2.95K	6	0.04%	Increased
2752	EW Emerson Wealth Bloomfield Hills, Michigan	$108K	$0	1	0.07%	Maintained
2753	AFG Albion Financial Group Salt Lake City, Utah	$106K	-$354K	3	0.01%	Reduced
2754	ME McIlrath & Eck Arlington, Washington	$105K	+$128	4	0.03%	Increased
2755	BIA Bell Investment Advisors Oakland, California	$104K	+$105K	6	0.03%	New
2756	GAG Goodman Advisory Group Needham, Massachusetts	$103K	+$103K	1	0.05%	New
2757	CCA Column Capital Advisors Indianapolis, Indiana	$99K	$0	2	0.02%	Maintained
2758	GGI Godsey & Gibb Inc Richmond, Virginia	$96K	$0	1	0.05%	Maintained
2759	CWM Castle Wealth Management West Palm Beach, Florida	$95K	+$95.5K	1	0.06%	New
2760	LJHT Laurie J. Hall Trustee	$92K	$0	1	0.04%	Maintained
2761	MUFG Securities EMEA London, United Kingdom	$92K	$0	1	0%	Maintained
2762	EL EMFO LLC Weston, Florida	$90K	$0	1	0.09%	Maintained
2763	PPWM PFG Private Wealth Management Lutz, Florida	$90K	-$24.3K	2	0.05%	Reduced
2764	TC Tacita Capital Toronto, Ontario, Canada	$89K	-$4.59K	2	0.06%	Reduced
2765	CAM Costello Asset Management Feasterville, Pennsylvania	$86K	$0	2	0.07%	Maintained
2766	MCM Manchester Capital Management Manchester, Vermont	$86K	-$503K	2	0.01%	Reduced
2767	MCA Maryland Capital Advisors Chester, Maryland	$83K	+$33.1K	2	0.09%	Increased
2768	SC Schubert & Co Mckinney, Texas	$83K	+$26.6K	7	0.08%	Increased
2769	CA Centerpoint Advisors Needham, Massachusetts	$82K	-$5.38K	2	0.04%	Reduced
2770	OCM Orion Capital Management Coronado, California	$82K	$0	1	0.06%	Maintained
2771	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$81K	+$9.42K	2	0.09%	Increased
2772	LSA Lansing Street Advisors Ambler, Pennsylvania	$80K	-$8.93K	2	0.06%	Reduced
2773	CWA Clearview Wealth Advisors Salem, Oregon	$79K	$0	1	0.06%	Maintained
2774	ANBT American National Bank & Trust Wichita Falls, Texas	$76K	+$31.2K	3	0.02%	Increased
2775	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$72K	$0	2	0.07%	Maintained