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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	ASA Armstrong Shaw Associates New Canaan, Connecticut	$209K	$0	1	0.21%	Maintained
2777	BIM Bullseye Investment Management Cincinnati, Ohio	$209K	+$6.6K	1	0.15%	Increased
2778	FFA Fi3 Financial Advisors Indianapolis, Indiana	$209K	+$2.46K	1	0.11%	Increased
2779	LGG Luts & Greenleigh Group Bethesda, Maryland	$209K	-$40.5K	1	0.26%	Reduced
2780	KFA Kapstone Financial Advisors Lebanon, Ohio	$209K	+$202K	1	0.19%	New
2781	SWM Shelton Wealth Management Fort Worth, Texas	$208K	-$21.9K	1	0.17%	Reduced
2782	CA Corrado Advisors Ramsey, New Jersey	$208K	+$33.9K	1	0.14%	Increased
2783	LF Lantz Financial Naperville, Illinois	$208K	-$5.52K	1	0.09%	Reduced
2784	THL Tillman Hartley LLC Denver, Colorado	$208K	$0	1	0.09%	Maintained
2785	PI Pachira Investments Dana Point, California	$208K	-$55.2K	1	0.9%	Reduced
2786	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$208K	+$464	1	0.05%	Increased
2787	IPW Inlet Private Wealth Jupiter, Florida	$206K	$0	1	0.05%	Maintained
2788	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$206K	$0	1	0.02%	Maintained
2789	SAF Smith Anglin Financial Dallas, Texas	$206K	-$2.76K	1	0.03%	Reduced
2790	SOAMC Spirit of America Management Corp Syosset, New York	$206K	$0	1	0.05%	Maintained
2791	SCA St. Clair Advisors Mayfield Hts, Ohio	$206K	+$207K	1	0.09%	New
2792	UCMOK United Capital Management of KS Salina, Kansas	$204K	+$3.05K	1	0.08%	Increased
2793	OCFG O'Connor Financial Group Quincy, Illinois	$204K	+$206K	1	0.15%	New
2794	D Diversified Wilmington, Delaware	$203K	-$23.8K	1	0.07%	Reduced
2795	EWM Endowment Wealth Management Appleton, Wisconsin	$203K	-$17.4K	1	0.2%	Reduced
2796	SSWM Strait & Sound Wealth Management San Francisco, California	$203K	+$690	1	0.2%	Increased
2797	AW Avion Wealth The Woodlands, Texas	$202K	-$4.02K	4	0.06%	Reduced
2798	LAM LifePro Asset Management San Diego, California	$201K	$0	1	0.15%	Maintained
2799	FWM FSA Wealth Management Needham, Massachusetts	$201K	-$6.01K	1	0.12%	Reduced
2800	SIA Sage Investment Advisers Wappingers Falls, New York	$201K	-$244K	1	0.27%	Reduced