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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
3526	FFA Frazier Financial Advisors Columbus, Ohio	$193K	-$28.9K	3	0.12%	Reduced
3527	FMP Financial Management Professionals Austin, Texas	$192K	-$1.24K	3	0.02%	Reduced
3528	TWD True Wealth Design Akron, Ohio	$191K	+$41K	8	0.06%	Increased
3529	GF Fund Management Guangzhou, China	$191K	+$134K	1	0%	New
3530	BAM Byrne Asset Management Kingston, New Jersey	$190K	-$61.4K	2	0.12%	Reduced
3531	NWM Navigoe Wealth Management Redondo Beach, California	$188K	+$3.28K	2	0.12%	Increased
3532	WA Whipplewood Advisors Littleton, Colorado	$187K	-$135K	3	0.12%	Reduced
3533	Vaughan Nelson Investment Management Houston, Texas	$184K	$0	1	0%	Maintained
3534	PH Pinnacle Holdings Tulsa, Oklahoma	$183K	$0	1	0.06%	Maintained
3535	PWMG Private Wealth Management Group Princeton, New Jersey	$179K	-$3.38K	5	0.05%	Reduced
3536	FIA FNY Investment Advisers New York	$176K	+$136K	3	0.06%	Increased
3537	KLWA Kelly Lawrence W & Associates Pasadens, California	$176K	$0	1	0.04%	Maintained
3538	CAM Creekmur Asset Management Morton, Illinois	$172K	-$44.5K	3	0.03%	Reduced
3539	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$170K	$0	2	0.06%	Maintained
3540	TC Trust Company Manhattan, Kansas	$165K	-$803K	2	0.02%	Reduced
3541	AW Affinity Wealth Canton, Ohio	$163K	$0	1	0.12%	Maintained
3542	CIAS CBIZ Investment Advisory Services Independence, Ohio	$159K	+$17K	4	0.01%	Increased
3543	TCM TD Capital Management Memphis, Tennessee	$159K	-$6.05K	3	0.01%	Reduced
3544	RFG REAP Financial Group Austin, Texas	$158K	+$14.4K	2	0.03%	Increased
3545	IWM IMG Wealth Management Jacksonville, Florida	$155K	+$16K	4	0.1%	Increased
3546	CCM Cloud Capital Management Seattle, Washington	$153K	+$142K	6	0.08%	New
3547	BTC Bank & Trust Company Litchfield, Illinois	$150K	$0	2	0.11%	Maintained
3548	BAM Bellevue Asset Management Bellevue, Washington	$149K	-$5.16K	4	0.07%	Reduced
3549	CA Centerpoint Advisors Needham, Massachusetts	$149K	+$9.07K	4	0.05%	Increased
3550	TIM Thompson Investment Management Madison, Wisconsin	$145K	-$56K	3	0.02%	Reduced