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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
3926	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$59.7K	+$4.15K	2	0.01%	Increased
3927	MAS MPWM Advisory Solutions Alpharetta, Georgia	$59.2K	$0	2	0.03%	Maintained
3928	SRCM Signature Resources Capital Management Newport Beach, California	$59.2K	+$22.1K	3	0.03%	Increased
3929	VWA VSM Wealth Advisory Hunt Valley, Maryland	$58.4K	+$223K	2	0.02%	Increased
3930	SIM Synergy Investment Management Altamonte Springs, Florida	$56.5K	+$57.6K	4	0.02%	New
3931	PS PayPay Securities Tokyo, Japan	$56.4K	+$41.7K	3	1.95%	Increased
3932	TFG Team Financial Group Temecula, California	$56.1K	+$199	1	0.03%	Increased
3933	CIAS CBIZ Investment Advisory Services Independence, Ohio	$56K	-$181K	2	0%	Reduced
3934	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$55.9K	-$243K	1	0.04%	Reduced
3935	AIM Access Investment Management Atlanta, Georgia	$55.7K	$0	2	0.01%	Maintained
3936	RBC Roble Belko & Company Sewickley, Pennsylvania	$55K	+$10.6K	4	0.01%	Increased
3937	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$54.8K	+$19.2K	3	0.02%	Increased
3938	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$54.7K	-$525K	2	0.05%	Reduced
3939	AF Align Financial Hermantown, Minnesota	$54.7K	-$2.68M	2	0.03%	Reduced
3940	SFS Sunrise Financial Services Burien, Washington	$54.6K	+$9.94K	3	0.04%	Increased
3941	ORAM One River Asset Management Stamford, Connecticut	$54.6K	+$56.3K	1	0.02%	New
3942	RP Raelipskie Partnership Waterloo, Ontario, Canada	$53.4K	$0	2	0.02%	Maintained
3943	GF GGM Financials Columbus, Ohio	$52.7K	$0	2	0.02%	Maintained
3944	NL NVWM LLC Yardley, Pennsylvania	$52.2K	$0	3	0.01%	Maintained
3945	AWM Activest Wealth Management Aventure, Florida	$51.5K	-$193K	3	0.01%	Reduced
3946	CWM Copia Wealth Management Bend, Oregon	$50.8K	-$349	2	0.03%	Reduced
3947	CMP Coston McIsaac & Partners Bar Harbor, Maine	$49K	+$18.3K	2	0.01%	Increased
3948	1L 10Elms LLP Tulsa, Oklahoma	$48.4K	$0	1	0.03%	Maintained
3949	MAM Marquette Asset Management Minneapolis, Minnesota	$48K	+$20.3K	3	0.01%	Increased
3950	GCP Gill Capital Partners Denver, Colorado	$47.9K	+$48.1K	4	0.01%	New