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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
3351	SPP Single Point Partners Boston, Massachusetts	$336K	+$41.3K	1	0.06%	Increased
3352	MQWP Morey & Quinn Wealth Partners Omaha, Nebraska	$335K	+$10.3K	1	0.22%	Increased
3353	SCM Spreng Capital Management Bucyrus, Ohio	$335K	+$324K	1	0.12%	New
3354	WP WealthPLAN Partners Omaha, Nebraska	$334K	-$50.6K	1	0.06%	Reduced
3355	EWM Elmwood Wealth Management Berkeley, California	$334K	+$28.8K	1	0.08%	Increased
3356	WA WPG Advisers Baltimore, Maryland	$333K	-$332K	8	0.2%	Reduced
3357	MEAC M.E. Allison & Co San Antonio, Texas	$333K	-$233K	1	0.19%	Reduced
3358	AA Aire Advisors Beverly Hills, California	$333K	+$1.59K	1	0.05%	Increased
3359	MWM McMill Wealth Management Norfolk, Nebraska	$333K	-$202K	1	0.08%	Reduced
3360	BS Brighton Securities Rochester, New York	$333K	-$193K	1	0.14%	Reduced
3361	GCM Gambit Capital Management Franklin, Tennessee	$332K	+$8.8K	1	0.19%	Increased
3362	EIP Essential Investment Partners Englewood, Colorado	$332K	$0	2	0.27%	Maintained
3363	OA Oxbow Advisors Austin, Texas	$332K	+$321K	1	0.03%	New
3364	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$331K	+$49.1K	6	0.09%	Increased
3365	WA WESPAC Advisors Orinda, California	$331K	-$18.3K	1	0.16%	Reduced
3366	OP Asset Management Helsinki,	$331K	-$682K	1	0%	Reduced
3367	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$331K	-$367	1	0.05%	Reduced
3368	FNWA Financial Network Wealth Advisors Murray, Utah	$331K	+$6.79K	1	0.34%	Increased
3369	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$330K	$0	1	0.22%	Maintained
3370	KA Kozak & Associates Highlands Ranch, Colorado	$329K	+$1.5K	4	0.06%	Increased
3371	LWP LeClair Wealth Partners Dublin, Ohio	$329K	+$318K	1	0.17%	New
3372	AWM Allen Wealth Management Boone, North Carolina	$329K	-$86.5K	1	0.16%	Reduced
3373	AC Asio Capital Lexington, Kentucky	$327K	$0	1	0.04%	Maintained
3374	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$327K	+$300K	3	0.04%	Increased
3375	CWA Crusonia Wealth Advisors Denver, Colorado	$327K	+$75.7K	1	0.05%	Increased