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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
1826	TC TownSquare Capital Provo, Utah	$2.32M	+$70.8K	1	0.43%	Increased
1827	GIM Gold Investment Management Edmonton, Alberta, Canada	$2.32M	$0	3	0.63%	Maintained
1828	SCA Sippican Capital Advisors Boston, Massachusetts	$2.32M	$0	1	1.41%	Maintained
1829	EFG Embree Financial Group Chicago, Illinois	$2.32M	+$44.2K	2	0.23%	Increased
1830	DG DMC Group Birmingham, Alabama	$2.32M	-$418K	2	1.59%	Reduced
1831	BWG Boomfish Wealth Group Alpharetta, Georgia	$2.31M	+$2.02K	1	1.05%	Increased
1832	LWM Lyell Wealth Management Menlo Park, California	$2.31M	-$196K	2	0.14%	Reduced
1833	HT Headlands Technologies Chicago, Illinois	$2.31M	+$2.63M	3	0.25%	New
1834	JAFL Jay A. Fishman Ltd Troy, Michigan	$2.31M	-$367K	1	0.18%	Reduced
1835	MIM Montgomery Investment Management Rockville, Maryland	$2.31M	-$27.5K	1	0.7%	Reduced
1836	MWA Medallion Wealth Advisors Farmington, Connecticut	$2.31M	+$1.87M	4	0.73%	Increased
1837	MW Marble Wealth Montgomery, Alabama	$2.3M	+$44.8K	2	0.35%	Increased
1838	DCM Dean Capital Management Overland Park, Kansas	$2.3M	$0	1	0.83%	Maintained
1839	Guardian Capital (Canada) Toronto, Ontario, Canada	$2.29M	-$1.4M	1	0.06%	Reduced
1840	GM GeoWealth Management Chicago, Illinois	$2.29M	+$137K	4	0.07%	Increased
1841	Avantax Planning Partners Dubuque, Iowa	$2.29M	-$193K	2	0.06%	Reduced
1842	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$2.28M	+$313K	4	0.46%	Increased
1843	VWM Vivid Wealth Management West Des Moines, Iowa	$2.28M	+$644K	1	0.8%	Increased
1844	PA Paralel Advisors Denver, Colorado	$2.27M	+$1.52M	1	0.09%	Increased
1845	BFS BridgePort Financial Solutions Fairfield, Iowa	$2.27M	-$18.2K	1	0.58%	Reduced
1846	PBC Pavion Blue Capital Newport Beach, California	$2.27M	$0	3	0.91%	Maintained
1847	FPH Financial Planning Hawaii Honolulu, Hawaii	$2.26M	-$123K	3	1.21%	Reduced
1848	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$2.26M	-$15K	2	0.56%	Reduced
1849	LFA Legacy Financial Advisors Covington, Kentucky	$2.25M	+$73.5K	3	0.27%	Increased
1850	GAM Gemmer Asset Management Walnut Creek, California	$2.25M	+$318	1	0.15%	Increased