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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	RG Retirement Group San Diego, California	$158K	+$148K	3	0.08%	Increased
2877	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$155K	+$146K	2	0.1%	New
2878	OC Oakmont Corp Los Angeles, California	$155K	$0	1	0.02%	Maintained
2879	WAM Worth Asset Management Dallas, Texas	$153K	-$81.7K	3	0.11%	Reduced
2880	VWM Valley Wealth Managers Paramus, New Jersey	$151K	-$39.5K	2	0.01%	Reduced
2881	CA Centerpoint Advisors Needham, Massachusetts	$149K	+$29.2K	4	0.07%	Increased
2882	MCM Magnolia Capital Management Cold Spring, New York	$147K	+$2.71K	1	0.14%	Increased
2883	FA Fiduciary Alliance Greenville, South Carolina	$145K	+$136K	4	0.04%	New
2884	Quadrature Capital London, United Kingdom	$144K	-$2.34M	1	0%	Reduced
2885	HRC Hoertkorn Richard Charles	$138K	$0	1	0.07%	Maintained
2886	FWM Focused Wealth Management Newburgh, New York	$138K	+$5.7K	4	0.03%	Increased
2887	YMRC Yorktown Management & Research Company Forest, Virginia	$135K	$0	1	0.16%	Maintained
2888	ACM Adalta Capital Management New York	$131K	$0	1	0.09%	Maintained
2889	SC Seldon Capital San Francisco, California	$130K	$0	3	0.11%	Maintained
2890	CWA Clearview Wealth Advisors Salem, Oregon	$129K	$0	2	0.1%	Maintained
2891	GWSA Global Wealth Strategies & Associates Denver, Colorado	$128K	+$121K	2	0.07%	New
2892	CCA Column Capital Advisors Indianapolis, Indiana	$127K	+$4.67K	4	0.02%	Increased
2893	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$127K	-$150K	1	0.19%	Reduced
2894	TCM Tradewinds Capital Management Bellingham, Washington	$124K	+$6.07K	2	0.06%	Increased
2895	FMP Financial Management Professionals Austin, Texas	$123K	+$572	4	0.03%	Increased
2896	CFO CVA Family Office Denver, Colorado	$118K	-$582K	3	0.03%	Reduced
2897	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$114K	+$104K	1	1%	Increased
2898	Loomis, Sayles & Company Boston, Massachusetts	$111K	+$49.3K	3	0%	Increased
2899	Vaughan Nelson Investment Management Houston, Texas	$111K	+$103K	1	0%	New
2900	OCM Orion Capital Management Coronado, California	$111K	$0	1	0.08%	Maintained