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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
1726	HA Harfst & Associates Sheridan, Wyoming	$574K	+$2.68K	1	0.24%	Increased
1727	CreativeOne Wealth Overland Park, Kansas	$573K	-$1.3K	1	0.08%	Reduced
1728	FRM Fox Run Management Greenwich, Connecticut	$573K	+$35K	2	1.44%	Increased
1729	MWA Meridian Wealth Advisors Austin, Texas	$572K	-$472K	2	0.25%	Reduced
1730	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$572K	$0	2	0.47%	Maintained
1731	JCM Jacobsen Capital Management Salt Lake City, Utah	$566K	+$599K	1	0.4%	New
1732	AFM Andesa Financial Management Allentown, Pennsylvania	$565K	+$272K	1	0.23%	Increased
1733	MWM Madison Wealth Management Cincinnati, Ohio	$565K	-$52.8K	1	0.17%	Reduced
1734	EF Exeter Financial Scottsdale, Arizona	$563K	-$13.5K	1	0.44%	Reduced
1735	MC Matisse Capital Portland, Oregon	$563K	$0	1	0.23%	Maintained
1736	NG Northstar Group New York	$563K	$0	1	0.19%	Maintained
1737	WCM Washington Capital Management Seattle, Washington	$563K	$0	1	0.58%	Maintained
1738	AA Apriem Advisors Irvine, California	$561K	-$4.87K	2	0.1%	Reduced
1739	NAS Nicolet Advisory Services Green Bay, Wisconsin	$560K	-$49.7K	1	0.09%	Reduced
1740	RCG Rock Creek Group Washington, District of Columbia	$560K	+$217K	2	0.29%	Increased
1741	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$559K	+$592K	1	0.04%	New
1742	CA Calton & Associates Tampa, Florida	$557K	-$10.9K	2	0.11%	Reduced
1743	HL HeadInvest LLC Portland, Maine	$555K	-$175K	1	0.16%	Reduced
1744	Quantinno Capital Management New York	$554K	-$25.1K	1	0.37%	Reduced
1745	SSG Summit Securities Group New York	$554K	+$586K	1	0.06%	New
1746	Allworth Financial Folsom, California	$553K	-$267K	5	0.02%	Reduced
1747	KFA Kelleher Financial Advisors New York	$551K	$0	2	0.46%	Maintained
1748	BFG Beacon Financial Group Dallas, Texas	$547K	+$6.51K	1	0.1%	Increased
1749	ST Sabal Trust St. Petersburg, Florida	$546K	-$247K	2	0.05%	Reduced
1750	BBL Beck Bode LLC Dedham, Massachusetts	$545K	-$8.07K	2	0.2%	Reduced