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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	FGAM Financial Gravity Asset Management Lakeway, Texas	$104K	-$1.81K	2	0.03%	Reduced
2927	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$104K	$0	2	0.07%	Maintained
2928	CFS CGC Financial Services Lake Oswego, Oregon	$103K	$0	2	0.04%	Maintained
2929	CWP Concord Wealth Partners Abingdon, Virginia	$102K	-$59.8K	4	0.02%	Reduced
2930	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$102K	-$15.8K	3	0.06%	Reduced
2931	BAM Bellevue Asset Management Bellevue, Washington	$101K	-$103	4	0.06%	Reduced
2932	NMM Naples Money Management Naples, Florida	$101K	-$17.7K	2	0.09%	Reduced
2933	BTC Bank & Trust Company Litchfield, Illinois	$99.9K	+$103K	2	0.08%	New
2934	SFC Strategic Financial Concepts San Antonio, Texas	$99.2K	+$6.95M	2	0.06%	New
2935	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$99K	+$99.5K	4	0.02%	New
2936	PO Private Ocean San Rafael, California	$98.2K	-$9.62K	3	0.01%	Reduced
2937	OA Operose Advisors Milwaukee, Wisconsin	$97.1K	$0	3	0.03%	Maintained
2938	OCM Orion Capital Management Coronado, California	$95.3K	$0	2	0.05%	Maintained
2939	AFS Annapolis Financial Services Annapolis, Maryland	$94K	$0	2	0.03%	Maintained
2940	DCM Disciplina Capital Management Nashville, Tennessee	$93.3K	$0	1	0.02%	Maintained
2941	FFA Frazier Financial Advisors Columbus, Ohio	$91.8K	+$13.1K	5	0.07%	Increased
2942	Optiver Holding Amsterdam, Netherlands	$89.6K	-$374K	3	0%	Reduced
2943	ME McIlrath & Eck Arlington, Washington	$89.3K	-$3.24K	4	0.01%	Reduced
2944	AS AM Squared Hong Kong	$87.2K	+$91.3K	1	0.22%	New
2945	CIAS CBIZ Investment Advisory Services Independence, Ohio	$87K	-$8.89K	2	0%	Reduced
2946	RAM Riggs Asset Management Dallas, Pennsylvania	$84.7K	+$620	3	0.03%	Increased
2947	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$84.2K	-$5.69M	1	0%	Reduced
2948	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$84K	+$82.1K	1	0.03%	New
2949	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$81.6K	$0	2	0.06%	Maintained
2950	EL EMFO LLC Weston, Florida	$79.5K	$0	1	0.07%	Maintained