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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
3701	HCM Hutchinson Capital Management San Rafael, California	$209K	+$198K	1	0.04%	New
3702	HWP Highline Wealth Partners Sherman Oaks, California	$209K	-$207K	4	0.06%	Reduced
3703	TCM Triumph Capital Management Denver, Colorado	$209K	+$205K	4	0.05%	New
3704	AM Atwater Malick Lancaster, Pennsylvania	$208K	+$197K	1	0.06%	New
3705	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$208K	+$197K	1	0.1%	New
3706	Oversea-Chinese Banking Corp (OCBC) Singapore	$208K	+$197K	1	0.01%	New
3707	KWM KFG Wealth Management Granger, Indiana	$207K	-$99.7K	1	0.03%	Reduced
3708	MFG Mustico Financial Group Elmira, New York	$207K	+$192K	1	0.16%	New
3709	OKSA O'Keefe Stevens Advisory Rochester, New York	$207K	+$196K	1	0.05%	New
3710	DWM DeLarme Wealth Management Palos Verdes Estates, California	$207K	+$196K	1	0.15%	New
3711	SPI Sutton Place Investors Katonah, New York	$207K	+$196K	1	0.11%	New
3712	SI Stirlingshire Investments New York	$207K	+$229K	1	0.18%	New
3713	OS Objectivity Squared Charleston, South Carolina	$207K	+$196K	1	0.12%	New
3714	BFA Bridgelight Financial Advisors Shelton, Connecticut	$206K	+$196K	1	0.18%	New
3715	PAG Powers Advisory Group Highland, Illinois	$206K	+$195K	1	0.08%	New
3716	CCM Carderock Capital Management Chevy Chase, Maryland	$206K	+$195K	1	0.05%	New
3717	FMP Financial Management Professionals Austin, Texas	$206K	+$2.81K	4	0.02%	Increased
3718	NWM Navigoe Wealth Management Redondo Beach, California	$206K	$0	2	0.13%	Maintained
3719	FL FreeGulliver LLC New Orleans, Louisiana	$206K	+$195K	1	0.08%	New
3720	TDC Thompson Davis & Co Richmond, Virginia	$206K	$0	1	0.12%	Maintained
3721	HGA Hobbs Group Advisors Columbia, South Carolina	$206K	+$195K	1	0.06%	New
3722	RFW Rainier Family Wealth Tacoma, Washington	$205K	+$9.25K	1	0.15%	Increased
3723	VPF Vantage Point Financial Lisle, Illinois	$205K	+$194K	1	0.07%	New
3724	GK Graney & King Latham, New York	$205K	-$10.8K	3	0.12%	Reduced
3725	UCMOK United Capital Management of KS Salina, Kansas	$205K	-$171K	1	0.03%	Reduced