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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
3851	RG RHL Group Holly, Michigan	$111K	+$367	1	0.09%	Increased
3852	CH Canton Hathaway Providence, Rhode Island	$109K	-$734K	2	0.02%	Reduced
3853	FP Financial Perspectives Minneapolis, Minnesota	$107K	$0	2	0.03%	Maintained
3854	OAJ Ogorek Anthony Joseph Williamsville, New York	$107K	$0	3	0.03%	Maintained
3855	EFMH E Fund Management (HK) Central, Hong Kong	$102K	+$74.2K	3	0.03%	Increased
3856	DWM Dogwood Wealth Management Lenexa, Kansas	$101K	+$7.51K	6	0.04%	Increased
3857	JGCM Joseph Group Capital Management Columbus, Ohio	$98.5K	-$1.51K	3	0.02%	Reduced
3858	BFS Bare Financial Services Gap, Pennsylvania	$97.2K	+$23.5K	7	0.02%	Increased
3859	WA Walsh & Associates Sarasota, Florida	$96.4K	-$183	2	0.08%	Reduced
3860	OA Operose Advisors Milwaukee, Wisconsin	$94.2K	+$12.7K	4	0.02%	Increased
3861	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$92K	$0	1	0%	Maintained
3862	BGA Battery Global Advisors Boston, Massachusetts	$91.2K	+$577	2	0.05%	Increased
3863	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$91.1K	$0	2	0.07%	Maintained
3864	RRMM Regatta Research & Money Management Metairie, Louisiana	$90.9K	+$97.5K	2	0.09%	New
3865	NWM Nova Wealth Management Bonita Springs, Florida	$88.7K	+$4.19K	3	0.05%	Increased
3866	SSG Summit Securities Group New York	$87.5K	+$25.7K	3	0.01%	Increased
3867	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$85.2K	+$52.2K	1	0.01%	Increased
3868	SWA Strategic Wealth Advisors Scottsdale, Arizona	$85K	+$16.7K	2	0.07%	Increased
3869	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$80.4K	+$16K	5	0.01%	Increased
3870	MTI Merrithew & Thorsten Inc San Diego, California	$79K	+$760	2	0.07%	Increased
3871	AAG Accordant Advisory Group Annapolis, Maryland	$78.2K	$0	1	0.05%	Maintained
3872	HAP Harbor Asset Planning Belmont, Massachusetts	$75.6K	$0	3	0.06%	Maintained
3873	GFL Granite FO LLC Bedford, New Hampshire	$74.8K	$0	1	0.04%	Maintained
3874	PH Pinnacle Holdings Tulsa, Oklahoma	$74.8K	$0	1	0.02%	Maintained
3875	PP PFS Partners Mine Hill, New Jersey	$72.6K	+$27.7K	3	0.03%	Increased