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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
2926	Aristotle Atlantic Partners Sarasota, Florida	$569K	$0	1	0.02%	Maintained
2927	WCM Washington Capital Management Seattle, Washington	$568K	-$9.53K	1	0.37%	Reduced
2928	IIA Integral Investment Advisors Turlock, California	$568K	+$6.74K	2	0.13%	Increased
2929	HC Hendley & Co Zanesville, Ohio	$565K	-$6.36K	1	0.2%	Reduced
2930	WCM Wallace Capital Management Dallas, Texas	$564K	+$338K	1	0.06%	Increased
2931	SFG Stonebridge Financial Group San Rafael, California	$563K	+$545K	1	0.08%	New
2932	CFA CWS Financial Advisors Kalamazoo, Michigan	$562K	+$770	2	0.12%	Increased
2933	KFAS Keating Financial Advisory Services Manhattan, Kansas	$561K	+$39.6K	8	0.07%	Increased
2934	Manning & Napier Advisors Fairport, New York	$561K	-$6.44M	3	0.01%	Reduced
2935	CFG Capital Financial Group Greenwood Village, Colorado	$561K	-$247K	2	0.29%	Reduced
2936	JF Joule Financial Lexington, Kentucky	$561K	-$46.9K	1	0.15%	Reduced
2937	MC Mathes Company New York	$560K	$0	1	0.17%	Maintained
2938	NFP Narus Financial Partners Salt Lake City, Utah	$560K	$0	1	0.14%	Maintained
2939	AFM Armstrong Fleming & Moore Washington, District of Columbia	$560K	$0	1	0.19%	Maintained
2940	CWP Curated Wealth Partners El Segundo, California	$559K	+$57.2K	2	0.06%	Increased
2941	HWA Heartwood Wealth Advisors Richmond, Virginia	$559K	-$244K	1	0.04%	Reduced
2942	Axa Paris, France	$557K	-$19.4K	1	0.61%	Reduced
2943	LWM Lakeridge Wealth Management Mentor, Ohio	$555K	+$760	2	0.2%	Increased
2944	WWG West Wealth Group Irvine, California	$555K	+$60.2K	2	0.09%	Increased
2945	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$555K	+$304K	1	0.05%	Increased
2946	AI Arvest Investments Lowell, Arkansas	$554K	-$2.02K	1	0.07%	Reduced
2947	AWA A4 Wealth Advisors Huntersville, North Carolina	$554K	+$263K	1	0.37%	Increased
2948	G GenTrust Miami, Florida	$552K	+$569K	2	0.02%	New
2949	BRWM Blue Rock Wealth Management Winston-Salem, North Carolina	$552K	$0	1	0.31%	Maintained
2950	CA COFG Advisors Oak Brook, Illinois	$552K	-$18.9K	1	0.1%	Reduced