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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	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$225K	+$211K	1	0.13%	New
2927	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$225K	-$82.8K	1	0.05%	Reduced
2928	VW Vance Wealth Santa Clarita, California	$224K	+$211K	1	0.08%	New
2929	RSS Rosenblum Silverman Sutton San Francisco, California	$224K	+$211K	1	0.06%	New
2930	HIA HTG Investment Advisors New Canaan, Connecticut	$224K	+$211K	1	0.11%	New
2931	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$224K	+$210K	1	0.42%	New
2932	TC TAGStone Capital Charlotte, North Carolina	$223K	+$210K	1	0.11%	New
2933	RFA Resurgent Financial Advisors Atlanta, Georgia	$223K	+$207K	1	0.13%	New
2934	VCP Vista Capital Partners Portland, Oregon	$223K	+$207K	1	0.03%	New
2935	CPA Capital Performance Advisors Walnut Creek, California	$222K	+$207K	6	0.07%	New
2936	ICM IMS Capital Management Portland, Oregon	$222K	$0	1	0.1%	Maintained
2937	FMP Financial Management Professionals Austin, Texas	$221K	+$2.13K	4	0.03%	Increased
2938	FUBT First United Bank & Trust Oakland, Maryland	$221K	-$155K	1	0.08%	Reduced
2939	GCM Greenland Capital Management New York	$221K	+$208K	1	0.03%	New
2940	RA Ransom Advisory Providence, Rhode Island	$220K	+$39.2K	3	0.1%	Increased
2941	SCM Stevens Capital Management Radnor, Pennsylvania	$220K	+$207K	1	0.03%	New
2942	ERIC Eagle Rock Investment Company Atlanta, Georgia	$220K	+$207K	1	0.04%	New
2943	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$220K	+$213K	1	0.05%	New
2944	FFA Florida Financial Advisors Tampa, Florida	$220K	+$207K	1	0.11%	New
2945	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$219K	+$206K	1	0.09%	New
2946	WOSD WFA of San Diego San Diego, California	$219K	-$4.9K	3	0.18%	Reduced
2947	SWM Sugarloaf Wealth Management Duluth, Georgia	$219K	+$6K	3	0.04%	Increased
2948	CPL CAP Partners LLC Franklin, Tennessee	$218K	+$205K	1	0.16%	New
2949	AIP Almanack Investment Partners Wayne, Pennsylvania	$218K	+$205K	1	0.03%	New
2950	ACM AUA Capital Management Camp Hill, Pennsylvania	$218K	+$205K	1	0.13%	New