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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	WA WP Advisors San Francisco, California	$217K	-$414K	1	0.09%	Reduced
2752	AIA Arbor Investment Advisors Winston Salem, North Carolina	$217K	$0	1	0.04%	Maintained
2753	QFA Quantum Financial Advisors El Segundo, California	$217K	$0	1	0.07%	Maintained
2754	ETIA Epic Trust Investment Advisors Richland, Washington	$216K	-$174K	1	0.26%	Reduced
2755	HP Hyperion Partners Berwyn, Pennsylvania	$216K	$0	1	0.19%	Maintained
2756	CG Clarus Group Houston, Texas	$215K	$0	1	0.2%	Maintained
2757	HAS HBW Advisory Services Simi Valley, California	$215K	+$216K	1	0.05%	New
2758	KCPG Kavar Capital Partners Group Leawood, Kansas	$215K	$0	1	0.05%	Maintained
2759	WFPG Waller Financial Planning Group Columbus, Ohio	$214K	+$1.86K	1	0.06%	Increased
2760	LSA Lion Street Advisors Austin, Texas	$214K	-$47.4K	1	0.07%	Reduced
2761	ACM Adalta Capital Management New York	$214K	+$87.1K	1	0.15%	Increased
2762	CPA Cowen Prime Advisors New York	$214K	+$6.4K	2	0.09%	Increased
2763	ZF Zhang Financial Portage, Michigan	$214K	$0	1	0.02%	Maintained
2764	AWM Aspire Wealth Management Waltham, Massachusetts	$214K	$0	1	0.17%	Maintained
2765	ACP Arcus Capital Partners Atlanta, Georgia	$213K	-$30K	1	0.07%	Reduced
2766	OMIC Old Mission Investment Co Traverse City, Michigan	$213K	-$690	1	0.08%	Reduced
2767	SCM Seascape Capital Management Portsmouth, New Hampshire	$213K	-$426K	1	0.11%	Reduced
2768	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$212K	-$1.37M	1	0.06%	Reduced
2769	Avalon Investment & Advisory Houston, Texas	$212K	-$9.28K	1	0.01%	Reduced
2770	TDC Thompson Davis & Co Richmond, Virginia	$211K	$0	1	0.28%	Maintained
2771	CBB Citizens Business Bank Ontario, California	$211K	$0	1	0.05%	Maintained
2772	CFC Client First Capital San Diego, California	$211K	$0	1	0.16%	Maintained
2773	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$210K	+$212K	1	0.06%	New
2774	UIA Ulland Investment Advisors Minneapolis, Minnesota	$210K	$0	1	0.25%	Maintained
2775	MIM MTM Investment Management Spartanburg, South Carolina	$210K	$0	1	0.11%	Maintained