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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	MAS MPWM Advisory Solutions Alpharetta, Georgia	$55.5K	+$1.91K	2	0.03%	Increased
3852	GAG Goodman Advisory Group Needham, Massachusetts	$54.3K	$0	1	0.01%	Maintained
3853	TFG Team Financial Group Temecula, California	$53.2K	+$21.7K	1	0.02%	Increased
3854	MCM MidAtlantic Capital Management Richmond, Virginia	$51.7K	+$49.2K	3	0.03%	New
3855	RP Raelipskie Partnership Waterloo, Ontario, Canada	$50.3K	$0	2	0.02%	Maintained
3856	NL NVWM LLC Yardley, Pennsylvania	$49.2K	-$41.7K	3	0.01%	Reduced
3857	AIM Access Investment Management Atlanta, Georgia	$48.7K	$0	2	0.01%	Maintained
3858	KG Kilter Group Rhinebeck, New York	$48.2K	-$1.14K	4	0.02%	Reduced
3859	AF Align Financial Hermantown, Minnesota	$47.9K	+$2.39M	2	0.03%	New
3860	GWSG GPS Wealth Strategies Group Centennial, Colorado	$47.1K	-$507K	2	0.04%	Reduced
3861	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$46.9K	+$46.9K	2	0.01%	New
3862	GF GGM Financials Columbus, Ohio	$46.3K	+$174	2	0.02%	Increased
3863	1L 10Elms LLP Tulsa, Oklahoma	$46K	$0	1	0.04%	Maintained
3864	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$45.6K	+$521	4	0.01%	Increased
3865	PWM Peck Wealth Management White Plains, New York	$44.9K	$0	1	0.04%	Maintained
3866	AIA Aventus Investment Advisors Naples, Florida	$44.6K	$0	2	0.04%	Maintained
3867	CWM Copia Wealth Management Bend, Oregon	$44K	$0	2	0.03%	Maintained
3868	CWP Clark Wealth Partners O'fallon, Illinois	$43.3K	$0	3	0.03%	Maintained
3869	RAM Ramirez Asset Management New York	$43K	$0	2	0.01%	Maintained
3870	OA Operose Advisors Milwaukee, Wisconsin	$42.9K	-$2.31K	2	0.01%	Reduced
3871	PP PFS Partners Mine Hill, New Jersey	$42.8K	+$174	3	0.02%	Increased
3872	PJC Phillip James Consulting Plymouth, Minnesota	$42K	+$37.9K	2	0.74%	New
3873	APW Atlantic Private Wealth Chapel Hill, North Carolina	$39.1K	+$2.44K	4	0.03%	Increased
3874	SFS Sunrise Financial Services Burien, Washington	$38.8K	+$38.1K	3	0.03%	New
3875	NI NCP Inc La Quinta, California	$38.7K	+$37.9K	2	0.03%	New