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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	HFS Heritage Financial Services Westwood, Massachusetts	$228K	+$235K	1	0.03%	New
2777	WFA Wellspring Financial Advisors Cleveland, Ohio	$228K	+$12.9K	1	0.03%	Increased
2778	WB West Bancorporation West Des Moines, Iowa	$227K	+$219K	1	0.17%	New
2779	ACM Aubrey Capital Management Edinburgh, United Kingdom	$227K	-$7.31K	1	0.09%	Reduced
2780	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$227K	+$216	1	0.12%	Increased
2781	HP Hyperion Partners Berwyn, Pennsylvania	$226K	+$4.76K	1	0.16%	Increased
2782	MWP Meridian Wealth Partners Exton, Pennsylvania	$225K	+$12.2K	1	0.04%	Increased
2783	AWP Accretive Wealth Partners Parsippany, New Jersey	$225K	+$457	1	0.09%	Increased
2784	TF Trek Financial Scottsdale, Arizona	$225K	-$89.5K	1	0.02%	Reduced
2785	ACP Arcus Capital Partners Atlanta, Georgia	$225K	+$1.24K	1	0.09%	Increased
2786	EWM Edge Wealth Management New York	$225K	$0	1	0.05%	Maintained
2787	CP Covenant Partners Nashville, Tennessee	$224K	$0	1	0.07%	Maintained
2788	SCM Spreng Capital Management Bucyrus, Ohio	$224K	$0	1	0.12%	Maintained
2789	FI Finivi Inc Westborough, Massachusetts	$224K	+$414	1	0.19%	Increased
2790	SCM Stonebridge Capital Management Los Angeles, California	$224K	$0	1	0.1%	Maintained
2791	TFA Transamerica Financial Advisors St. Petersburg, Florida	$224K	-$1.26M	2	0.02%	Reduced
2792	WPW Warther Private Wealth Akron, Ohio	$224K	+$230K	1	0.09%	New
2793	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$223K	+$2.48K	2	0.05%	Increased
2794	WCM Weik Capital Management Wyomissing, Pennsylvania	$223K	$0	1	0.1%	Maintained
2795	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$223K	+$827	1	0.14%	Increased
2796	TT TI-Trust Quincy, Illinois	$223K	$0	1	0.17%	Maintained
2797	OFW Omnia Family Wealth Aventura, Florida	$222K	+$6.62K	1	0.09%	Increased
2798	FA Fermata Advisors Sonoma, California	$222K	+$229K	1	0.05%	New
2799	DFG Delta Financial Group Basking Ridge, New Jersey	$221K	+$12.4K	1	0.09%	Increased
2800	KA Kooman & Associates Altoona, Pennsylvania	$221K	+$227K	1	0.09%	New