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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
3226	KCM Kendall Capital Management Rockville, Maryland	$402K	+$14.3K	1	0.07%	Increased
3227	DWM Ducere Wealth Management Newport Beach, California	$402K	-$228K	1	0.12%	Reduced
3228	PBK Peoples Bank (Kansas) Pratt, Kansas	$401K	-$1.83K	1	0.39%	Reduced
3229	FRM Foundation Resource Management Little Rock, Arkansas	$400K	+$65.8K	1	0.05%	Increased
3230	NEPPG New England Professional Planning Group Westerly, Rhode Island	$400K	$0	1	0.15%	Maintained
3231	MAG MRA Advisory Group Parsippany, New Jersey	$399K	-$1.57M	1	0.14%	Reduced
3232	BCM Banyan Capital Management Atlanta, Georgia	$399K	-$11K	1	0.17%	Reduced
3233	DWML Decker Wealth Management LLC Nashville, Tennessee	$399K	$0	1	0.08%	Maintained
3234	KIC Kensington Investment Counsel Long Beach, California	$399K	$0	1	0.17%	Maintained
3235	SOAMC Spirit of America Management Corp Syosset, New York	$398K	$0	1	0.08%	Maintained
3236	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$398K	$0	1	0.11%	Maintained
3237	GC GMT Capital Atlanta, Georgia	$396K	$0	1	0.02%	Maintained
3238	WCM Weik Capital Management Wyomissing, Pennsylvania	$396K	$0	1	0.15%	Maintained
3239	WFP Worthington Financial Partners Worthington, Ohio	$396K	$0	1	0.33%	Maintained
3240	PPA Pacific Point Advisors Rancho Santa Fe, California	$395K	+$2.57K	1	0.18%	Increased
3241	PUI Purpose Unlimited Inc Toronto,	$393K	-$43.6K	3	0.02%	Reduced
3242	MWM Maridea Wealth Management Brooklyn, New York	$391K	-$93.2K	1	0.04%	Reduced
3243	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$391K	$0	1	0.13%	Maintained
3244	MF Manchester Financial Westlake Village, California	$391K	-$43.3K	1	0.07%	Reduced
3245	LFA Level Financial Advisors East Amherst, New York	$391K	$0	1	0.09%	Maintained
3246	HC Hamilton Capital Columbus, Ohio	$391K	+$10.6K	1	0.02%	Increased
3247	CPC Consolidated Planning Corp Atlanta, Georgia	$390K	-$196K	1	0.05%	Reduced
3248	IWA Inspirion Wealth Advisors Libertyville, Illinois	$390K	$0	1	0.04%	Maintained
3249	LCA Legend Capital Advisors New York	$390K	-$455K	1	0.21%	Reduced
3250	FA Fedenia Advisers Madison, Wisconsin	$389K	-$30.6K	4	0.09%	Reduced