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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
1876	Great Valley Advisor Group Wilmington, Delaware	$316K	+$390K	1	0.12%	New
1877	Obermeyer Wealth Partners Aspen, Colorado	$316K	$0	1	0.03%	Maintained
1878	PIA Pinion Investment Advisors Wichita, Kansas	$316K	+$80.1K	1	0.66%	Increased
1879	BIA BHK Investment Advisors Birmingham, Alabama	$315K	+$25.7K	1	0.24%	Increased
1880	BFC Bedel Financial Consulting Indianapolis, Indiana	$313K	-$1.18K	4	0.23%	Reduced
1881	FGC Financial Gravity Companies Lakeway, Texas	$312K	+$309K	5	0.28%	New
1882	AAM Autus Asset Management Scottsdale, Arizona	$311K	$0	1	0.06%	Maintained
1883	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$311K	+$364K	1	0.26%	New
1884	CWM Cornerstone Wealth Management St. Peters, Missouri	$311K	+$364K	1	0.07%	New
1885	Aspiriant LLC Los Angeles, California	$310K	+$36.2K	1	0.02%	Increased
1886	VIM Veritas Investment Management London, United Kingdom	$308K	-$246K	1	0.04%	Reduced
1887	BWM BT Wealth Management Atlanta, Georgia	$301K	+$302K	1	0.13%	New
1888	Maven Securities St Helier, Jersey	$301K	-$3.69M	1	0.18%	Reduced
1889	SCM Suffolk Capital Management New York	$301K	-$213K	1	0.06%	Reduced
1890	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$298K	-$7.14K	1	0.04%	Reduced
1891	SWP Strategic Wealth Partners Independence, Ohio	$298K	-$7.06K	2	0.15%	Reduced
1892	CM Capital Management Glen Allen, Virginia	$297K	-$93.5K	1	0.09%	Reduced
1893	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$297K	$0	1	0.32%	Maintained
1894	APW Acima Private Wealth Richmond, Virginia	$296K	+$341K	2	0.29%	New
1895	FC Financial Consulate Hunt Valley, Maryland	$296K	$0	1	0.18%	Maintained
1896	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$295K	+$345K	1	0.26%	New
1897	CCG Chatham Capital Group Savannah, Georgia	$295K	+$59.4K	1	0.08%	Increased
1898	SLA Silver Lake Advisory Cottonwood Heights, Utah	$295K	+$1.88K	1	0.22%	Increased
1899	BCM Birmingham Capital Management Birmingham, Alabama	$294K	-$392K	1	0.14%	Reduced
1900	CFA Cahill Financial Advisors Edina, Minnesota	$291K	-$9.34K	1	0.15%	Reduced