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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
2026	Evergreen Capital Management Bellevue, Washington	$349K	-$31.3K	1	0.03%	Reduced
2027	KFA Kays Financial Advisory Atlanta, Georgia	$349K	+$2.66K	1	0.06%	Increased
2028	Anchor Capital Advisors Boston, Massachusetts	$348K	+$25.6K	1	0.01%	Increased
2029	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$347K	$0	1	0.14%	Maintained
2030	LIA LBMC Investment Advisors Brentwood, Tennessee	$346K	+$249	1	0.05%	Increased
2031	HI Hudock Inc Williamsport, Pennsylvania	$345K	+$28.4K	6	0.12%	Increased
2032	LC Landaas & Company Milwaukee, Wisconsin	$345K	-$110K	1	0.25%	Reduced
2033	Prime Capital Investment Advisors Overland Park, Kansas	$345K	+$68.5K	4	0.05%	Increased
2034	ACM AUA Capital Management Camp Hill, Pennsylvania	$344K	$0	2	0.28%	Maintained
2035	FC Financial Consulate Hunt Valley, Maryland	$344K	$0	1	0.15%	Maintained
2036	BWA Burt Wealth Advisors North Bethesda, Maryland	$343K	-$5.15K	2	0.14%	Reduced
2037	GAAM Guinness Atkinson Asset Management Pasadena, California	$342K	$0	1	0.27%	Maintained
2038	DC DeDora Capital Napa, California	$341K	-$19.4K	1	0.24%	Reduced
2039	SAM SignalPoint Asset Management Springfield, Missouri	$337K	+$5.06K	1	0.15%	Increased
2040	GBT Grove Bank & Trust Miami, Florida	$336K	$0	1	0.11%	Maintained
2041	PWAC Private Wealth Advisors (California) Fresno, California	$336K	$0	1	0.22%	Maintained
2042	ACM Ategra Capital Management Vienna, Virginia	$336K	$0	1	0.3%	Maintained
2043	ER Enlightenment Research Miami, Florida	$334K	-$186K	1	0.74%	Reduced
2044	WFM Wolff Financial Management Kalamazoo, Michigan	$334K	$0	1	0.24%	Maintained
2045	SIM Sonora Investment Management Tucson, Arizona	$333K	+$46.3K	3	0.03%	Increased
2046	TCB Texas Capital Bancshares Dallas, Texas	$332K	-$24.6K	1	0.54%	Reduced
2047	Plancorp LLC Saint Louis, Missouri	$330K	-$53.5K	1	0.13%	Reduced
2048	PWMG Prestige Wealth Management Group Flemington, New Jersey	$330K	+$13.1K	5	0.19%	Increased
2049	HCM Harvey Capital Management Palm Beach, Florida	$327K	$0	1	0.16%	Maintained
2050	SCI Stableford Capital II Scottsdale, Arizona	$327K	-$8.47K	1	0.31%	Reduced