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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
2876	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$608K	+$7.89K	1	0.07%	Increased
2877	DC Diametric Capital Boston, Massachusetts	$607K	-$2.18M	1	0.06%	Reduced
2878	FPW Flywheel Private Wealth Los Altos, California	$607K	-$29.3K	1	0.3%	Reduced
2879	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$602K	+$18.8K	2	0.22%	Increased
2880	EWA Elevate Wealth Advisory Athens, Georgia	$601K	+$6.05K	1	0.34%	Increased
2881	FAG Fortitude Advisory Group Gig Harbor, Washington	$601K	-$41.4K	2	0.23%	Reduced
2882	WCP Wealthcare Capital Partners West Chester, Pennsylvania	$600K	+$1.83K	1	0.25%	Increased
2883	KW KWB Wealth Redlands, California	$598K	+$353K	1	0.05%	Increased
2884	WP Waycross Partners Louisville, Kentucky	$598K	$0	1	0.05%	Maintained
2885	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$597K	$0	1	0.28%	Maintained
2886	VH Visionary Horizons Knoxville, Tennessee	$596K	-$186K	1	0.25%	Reduced
2887	BF Baring Financial Bellingham, Washington	$595K	-$44.3K	2	0.33%	Reduced
2888	SI Seeds Investor New York	$594K	+$137K	1	0.06%	Increased
2889	FCM Fell Capital Management Newport Beach, California	$593K	$0	1	0.5%	Maintained
2890	GWP Gen-Wealth Partners Zeeland, Michigan	$592K	+$7.94K	3	0.16%	Increased
2891	Aristeia Capital Greenwich, Connecticut	$591K	+$780K	1	0.01%	New
2892	SP Sequent Planning Omaha, Nebraska	$591K	-$46.9K	1	0.13%	Reduced
2893	AF Affiance Financial St. Louis Park, Minnesota	$590K	$0	2	0.08%	Maintained
2894	FDS First Dallas Securities Dallas, Texas	$590K	-$36.7K	1	0.2%	Reduced
2895	RYIA Roehl & Yi Investment Advisors Eugene, Oregon	$587K	-$6.24K	1	0.19%	Reduced
2896	I INVST Indianapolis, Indiana	$587K	+$9.72K	1	0.06%	Increased
2897	ACM Aurdan Capital Management Wayne, Pennsylvania	$587K	-$4.4K	1	0.15%	Reduced
2898	HWMC Heritage Wealth Management (California) San Diego, California	$586K	+$7.34K	1	0.22%	Increased
2899	AG AmeriFlex Group Las Vegas, Nevada	$585K	-$103K	7	0.24%	Reduced
2900	SP Stonebrook Private Northville, Michigan	$585K	-$217K	1	0.11%	Reduced