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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
3726	ACA Aspire Capital Advisors Seattle, Washington	$214K	+$5.87K	1	0.04%	Increased
3727	CAP Columbia Advisory Partners Spokane, Washington	$214K	+$10.6K	1	0.12%	Increased
3728	OS Objectivity Squared Charleston, South Carolina	$214K	$0	1	0.12%	Maintained
3729	HPC Hobart Private Capital Charlotte, North Carolina	$213K	-$234K	1	0.04%	Reduced
3730	PF PlanVest Financial Gaithersburg, Maryland	$213K	+$56.7K	2	0.14%	Increased
3731	RCA Runnymede Capital Advisors Dublin, Ohio	$213K	+$9.54K	1	0.13%	Increased
3732	GWA Geometric Wealth Advisors Washington, District of Columbia	$212K	-$3.12K	1	0.02%	Reduced
3733	TCM Towercrest Capital Management Newtown, Pennsylvania	$212K	-$9.17K	1	0.03%	Reduced
3734	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$212K	-$42.7K	1	0.07%	Reduced
3735	CWA Centennial Wealth Advisory Traverse City, Michigan	$212K	+$5.13K	1	0.05%	Increased
3736	ECA Elevated Capital Advisors Sandy, Utah	$212K	-$152K	2	0.06%	Reduced
3737	RW RVW Wealth Los Angeles, California	$210K	-$1.98M	1	0.01%	Reduced
3738	ECM Everence Capital Management Goshen, Indiana	$210K	+$191K	1	0.01%	New
3739	CAM Concorde Asset Management Ann Arbor, Michigan	$210K	+$6.24K	1	0.12%	Increased
3740	NPFS Novak & Powell Financial Services St. Petersburg, Florida	$209K	$0	1	0.1%	Maintained
3741	PCMF Private Capital Management (Florida) Naples, Florida	$209K	$0	1	0.02%	Maintained
3742	KWM KFG Wealth Management Granger, Indiana	$209K	+$7.63K	1	0.02%	Increased
3743	MAM Mainsail Asset Management Birmingham, Alabama	$209K	+$198K	1	0.08%	New
3744	XPN XY Planning Network Bozeman, Montana	$209K	+$202K	1	0.03%	New
3745	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$209K	$0	1	0.01%	Maintained
3746	AF AGP Franklin Franklin, Tennessee	$209K	-$5.25K	1	0.09%	Reduced
3747	Barings Charlotte, North Carolina	$209K	-$36.9K	1	0%	Reduced
3748	CCP Carmel Capital Partners San Diego, California	$208K	+$40.4K	1	0.07%	Increased
3749	AA Addison Advisors Middlebury, Vermont	$208K	-$859K	3	0.1%	Reduced
3750	OL Owen LaRue Elizabethtown, Kentucky	$208K	+$201K	1	0.07%	New