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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
1501	WWM Wolff Wiese Magana Carslbad, California	$3.58M	-$102K	3	1.65%	Reduced
1502	SAM Summit Asset Management Memphis, Tennessee	$3.57M	-$46.2K	1	0.46%	Reduced
1503	HCM Hodges Capital Management Dallas, Texas	$3.57M	-$1.18M	1	0.24%	Reduced
1504	CT Coastline Trust Providence, Rhode Island	$3.57M	-$199K	4	0.32%	Reduced
1505	AWM Accurate Wealth Management Wesley Chapel, Florida	$3.57M	+$144K	3	0.34%	Increased
1506	VIA Virtus Investment Advisers Hartford, Connecticut	$3.57M	+$3.71M	2	0.83%	New
1507	PG Prostatis Group Hanover, Maryland	$3.56M	+$469K	3	0.83%	Increased
1508	KCM Kathmere Capital Management Wayne, Pennsylvania	$3.56M	+$344K	4	0.19%	Increased
1509	DO denkapparat Operations Berlin, Germany	$3.56M	+$1.26M	4	1.16%	Increased
1510	RCM RB Capital Management Reno, Nevada	$3.55M	+$3.58K	2	0.69%	Increased
1511	KP Keel Point Huntsville, Alabama	$3.53M	+$310K	3	0.21%	Increased
1512	Commerzbank Aktiengesellschaft Frankfurt, Germany	$3.52M	+$2.54M	2	0.07%	Increased
1513	LRPA L. Roy Papp & Associates Phoenix, Arizona	$3.51M	+$182K	2	0.37%	Increased
1514	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$3.51M	+$112K	3	0.22%	Increased
1515	EB Emprise Bank Wichita, Kansas	$3.51M	-$317K	2	1.29%	Reduced
1516	FRA Frank Rimerman Advisors Palo Alto, California	$3.5M	+$153K	4	0.2%	Increased
1517	OGC Oak Grove Capital North Hampton, New Hampshire	$3.5M	+$2.21M	3	0.17%	Increased
1518	SG StoneX Group New York	$3.49M	+$314K	2	0.14%	Increased
1519	BA Bard Associates Chicago, Illinois	$3.49M	-$48.6K	2	0.77%	Reduced
1520	Quotient Wealth Partners Dallas, Texas	$3.48M	-$205K	3	0.08%	Reduced
1521	Signature Estate & Investment Advisors Los Angeles, California	$3.48M	-$11.7K	3	0.06%	Reduced
1522	AW Alaethes Wealth Glenbrook, Nevada	$3.47M	+$1.27M	2	1.01%	Increased
1523	FMB Field & Main Bank Henderson, Kentucky	$3.47M	+$15.6K	2	0.72%	Increased
1524	ES Eagle Strategies New York	$3.46M	+$13.8K	1	0.34%	Increased
1525	PFW Petros Family Wealth Bloomington, Minnesota	$3.46M	+$140K	3	2.12%	Increased