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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
3301	MEG Millstone Evans Group Boulder, Colorado	$79.9K	-$8.35K	3	0.05%	Reduced
3302	AWM Activest Wealth Management Aventure, Florida	$78.8K	+$45.5K	4	0.02%	Increased
3303	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$78.2K	-$199K	1	0.01%	Reduced
3304	FWA FSC Wealth Advisors Fishkill, New York	$76.1K	$0	4	0.05%	Maintained
3305	AAG Accordant Advisory Group Annapolis, Maryland	$74.4K	-$4.18K	1	0.07%	Reduced
3306	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$74.3K	-$259K	1	0.03%	Reduced
3307	VWM Vermillion Wealth Management Rosemount, Minnesota	$74.3K	$0	2	0.02%	Maintained
3308	Employees Retirement System of Texas Austin, Texas	$73K	+$61.8K	1	0%	New
3309	HWP Highline Wealth Partners Sherman Oaks, California	$71.5K	+$15K	4	0.02%	Increased
3310	VFM Vision Financial Markets Stamford, Connecticut	$71K	+$380	2	0.08%	Increased
3311	KB Kimelman & Baird New York	$67.8K	+$57.8K	2	0.01%	Increased
3312	IRAG Investment Research & Advisory Group Atlanta, Georgia	$67.7K	+$57.2K	2	0.03%	Increased
3313	MAS MPWM Advisory Solutions Alpharetta, Georgia	$67.5K	+$12.7K	2	0.05%	Increased
3314	BA Bellwether Advisors Lincoln, Nebraska	$66K	+$210	4	0.01%	Increased
3315	RFG REAP Financial Group Austin, Texas	$63.8K	+$29.2K	2	0.02%	Increased
3316	FP Financial Perspectives Minneapolis, Minnesota	$62.3K	$0	2	0.02%	Maintained
3317	MCA Maryland Capital Advisors Chester, Maryland	$61.2K	$0	2	0.03%	Maintained
3318	RTL Red Tortoise LLC Atlanta, Georgia	$60.3K	$0	4	0.03%	Maintained
3319	PPA Painted Porch Advisors Santa Barbara, California	$59.9K	+$8.2K	3	0.03%	Increased
3320	PH Pinnacle Holdings Tulsa, Oklahoma	$59.4K	-$4.12K	1	0.02%	Reduced
3321	RS Rakuten Securities Tokyo, Japan	$58.2K	+$4.57K	3	0.03%	Increased
3322	Raiffeisen Bank International Vienna, Austria	$58K	$0	1	0%	Maintained
3323	DFA DHJJ Financial Advisors Naperville, Illinois	$57.7K	$0	2	0.02%	Maintained
3324	TCM TD Capital Management Memphis, Tennessee	$57.3K	+$7.92K	2	0.01%	Increased
3325	SIC SJS Investment Consulting Sylvania, Ohio	$56.4K	+$8.11K	5	0.01%	Increased