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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	HC Hamilton Capital Columbus, Ohio	$386K	+$25.6K	1	0.02%	Increased
3352	HCM Harvey Capital Management Palm Beach, Florida	$386K	$0	1	0.09%	Maintained
3353	TPWA Twin Peaks Wealth Advisors Burlingame, California	$386K	+$152K	9	0.1%	Increased
3354	UCB United Community Bank Greenville, South Carolina	$385K	+$18.2K	3	0.13%	Increased
3355	LCM Leisure Capital Management Costa Mesa, California	$384K	+$7.95K	1	0.13%	Increased
3356	VFA Values First Advisors Gray, Tennessee	$384K	+$10.4K	1	0.2%	Increased
3357	M MATAURO New York	$384K	+$4.77K	1	0.06%	Increased
3358	KA Kozak & Associates Highlands Ranch, Colorado	$384K	-$5.48K	4	0.07%	Reduced
3359	APCM Arbiter Partners Capital Management New York	$384K	$0	1	0.22%	Maintained
3360	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$382K	+$1.19K	1	0.16%	Increased
3361	HCM Hillman Capital Management Bethesda, Maryland	$381K	-$54.1K	1	0.26%	Reduced
3362	PFG Putney Financial Group San Rafael, California	$381K	+$62.2K	1	0.38%	Increased
3363	LIP Lynch Investment Planning Newtown Square, Pennsylvania	$378K	-$45.9K	1	0.34%	Reduced
3364	ACM Academy Capital Management Waco, Texas	$377K	$0	1	0.05%	Maintained
3365	BWM BlackDiamond Wealth Management New York	$377K	+$25.6K	1	0.18%	Increased
3366	FGA Fortis Group Advisors Westwood, New Jersey	$377K	-$1.79M	2	0.06%	Reduced
3367	WR WD Rutherford Portland, Oregon	$377K	+$5.57K	1	0.17%	Increased
3368	TA TrueWealth Advisors Birmingham, Alabama	$377K	+$795	1	0.09%	Increased
3369	CCG Capital CS Group Irvine, California	$377K	+$388K	1	0.77%	New
3370	WCP Wick Capital Partners Wayne, Pennsylvania	$377K	$0	1	0.07%	Maintained
3371	AGC Aspen Grove Capital Avon, Colorado	$376K	$0	1	0.07%	Maintained
3372	SPW Stillwater Private Wealth Glen Mills, Pennsylvania	$376K	+$388K	1	0.32%	New
3373	CP Camelot Portfolios Maumee, Ohio	$376K	-$106K	1	0.28%	Reduced
3374	IWM Integris Wealth Management Monterey, California	$375K	-$199	1	0.09%	Reduced
3375	LAM Lifestyle Asset Management Friendswood, Texas	$375K	+$9.94K	1	0.12%	Increased