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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
1601	RPC Royal Palms Capital Whitefish, Montana	$3.11M	+$4.1M	1	2.73%	New
1602	MCF Advisors Covington, Kentucky	$3.1M	+$146K	4	0.11%	Increased
1603	IWA Icon Wealth Advisors Houston, Texas	$3.1M	+$2.33M	3	0.19%	Increased
1604	CCMG Connecticut Capital Management Group Milford, Connecticut	$3.1M	+$21.5K	2	2.5%	Increased
1605	AAM Aureus Asset Management Boston, Massachusetts	$3.09M	+$8.07K	1	0.19%	Increased
1606	PWAM Papamarkou Wellner Asset Management New York	$3.09M	$0	1	1.94%	Maintained
1607	WP WealthShield Partners Cary, North Carolina	$3.09M	-$105K	2	0.47%	Reduced
1608	IWM Iams Wealth Management Omaha, Nebraska	$3.09M	+$545K	2	0.93%	Increased
1609	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$3.08M	+$10.1K	1	1.28%	Increased
1610	LMR Partners London, United Kingdom	$3.08M	+$3.37M	2	0.01%	New
1611	CIM CIM Investment Management Pittsburgh, Pennsylvania	$3.08M	-$539K	3	0.74%	Reduced
1612	AAM Augustine Asset Management Jacksonville, Florida	$3.07M	-$185K	1	0.62%	Reduced
1613	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$3.07M	+$184K	4	0.81%	Increased
1614	FLI Family Legacy Inc Greenville, South Carolina	$3.07M	+$1.73K	1	0.82%	Increased
1615	AU AlphaGrep UK London,	$3.06M	+$1.17M	6	0.91%	Increased
1616	Wolverine Asset Management Chicago, Illinois	$3.06M	-$3.34M	2	0.03%	Reduced
1617	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$3.06M	$0	1	1.37%	Maintained
1618	SL Sentry LLC Memphis, Tennessee	$3.06M	$0	1	0.86%	Maintained
1619	RDWM Red Door Wealth Management Memphis, Tennessee	$3.06M	+$60.5K	3	0.28%	Increased
1620	FFA First Foundation Advisors Irvine, California	$3.05M	+$103K	2	0.11%	Increased
1621	CFIA Cantor Fitzgerald Investment Advisors New York	$3.05M	+$49.7K	1	0.21%	Increased
1622	PEA Park Edge Advisors Cleveland, Ohio	$3.05M	+$319K	2	0.64%	Increased
1623	JWM JPL Wealth Management Highlands Ranch, Colorado	$3.04M	-$23K	8	0.6%	Reduced
1624	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$3.03M	+$12.7K	3	0.07%	Increased
1625	ACM AlphaStar Capital Management Cornelius, North Carolina	$3.03M	+$2.93M	1	0.19%	New