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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
2776	SIP Snowwater Investment Partners Fairfield, Connecticut	$701K	+$4.13K	1	0.49%	Increased
2777	LWA Legacy Wealth Advisors Miami, Florida	$701K	+$127K	2	0.3%	Increased
2778	Vaughan David Investments Peoria, Illinois	$700K	-$9.17K	2	0.01%	Reduced
2779	RCM Raleigh Capital Management Cary, North Carolina	$699K	-$37K	4	0.22%	Reduced
2780	WP Westmount Partners Los Angeles, California	$699K	+$120K	2	0.15%	Increased
2781	FFM Fullerton Fund Management Singapore	$698K	-$63.8K	1	0.04%	Reduced
2782	SI Saxon Interests Houston, Texas	$698K	-$104K	1	0.19%	Reduced
2783	BFA Bill Few Associates Pittsburgh, Pennsylvania	$697K	$0	1	0.15%	Maintained
2784	CWMP Clarion Wealth Managment Partners Fairfax, Virginia	$697K	+$2.93K	1	0.56%	Increased
2785	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$696K	-$14.1K	1	0.04%	Reduced
2786	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$694K	$0	2	0.08%	Maintained
2787	MAC Mason & Associates (California) Los Angeles, California	$693K	+$577	1	0.11%	Increased
2788	ECM Elgethun Capital Management Sioux Falls, South Dakota	$691K	+$24.4K	2	0.1%	Increased
2789	LIM Loudon Investment Management West Lebanon, New Hampshire	$691K	$0	1	0.34%	Maintained
2790	Foster Group West Des Moines, Iowa	$690K	+$45.7K	1	0.02%	Increased
2791	LSL Legacy Solutions LLC Kennett Square, Pennsylvania	$689K	-$33.3K	2	0.56%	Reduced
2792	DIP DT Investment Partners Chadds Ford, Pennsylvania	$685K	$0	5	0.05%	Maintained
2793	CFFP Center for Financial Planning Southfied, Michigan	$685K	+$45.1K	2	0.06%	Increased
2794	PW PUREfi Wealth Boston, Massachusetts	$684K	+$107K	2	0.38%	Increased
2795	AT Arlington Trust Birmingham, Alabama	$684K	+$222K	6	0.06%	Increased
2796	BI Bramshill Investments Naples, Florida	$683K	+$129K	1	0.05%	Increased
2797	FFWM Future Financial Wealth Management Cincinnati, Ohio	$681K	$0	1	0.42%	Maintained
2798	CI CPR Investments Rochester, Michigan	$680K	-$157K	3	0.52%	Reduced
2799	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$679K	+$9.34K	2	0.14%	Increased
2800	AF Aldebaran Financial	$677K	+$40.4K	1	0.55%	Increased