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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
2126	PCA Peddock Capital Advisors Braintree, Massachusetts	$1.55M	-$39.1K	2	0.31%	Reduced
2127	HTI Hikari Tsushin Inc Tokyo, Japan	$1.55M	$0	1	0.1%	Maintained
2128	PWA Providence Wealth Advisors Frankfort, Illinois	$1.55M	+$1.44M	1	0.91%	New
2129	OWA One Wealth Advisors San Francisco, California	$1.55M	+$156K	2	0.17%	Increased
2130	LF Lee Financial Dallas, Texas	$1.54M	-$335K	1	0.2%	Reduced
2131	GPA Garrison Point Advisors Walnut Creek, California	$1.54M	-$312K	2	0.62%	Reduced
2132	SA Sovran Advisors San Diego, California	$1.54M	+$68K	2	0.11%	Increased
2133	SIA Schear Investment Advisers Cincinnati, Ohio	$1.54M	+$28.9K	2	0.51%	Increased
2134	HNB Hilltop National Bank Casper, Wyoming	$1.53M	-$207K	4	0.33%	Reduced
2135	BEC Blue Edge Capital Richmond, Virginia	$1.53M	-$2.23M	1	0.18%	Reduced
2136	MWM Massachusetts Wealth Management North Andover, Massachusetts	$1.53M	+$20.2K	1	0.58%	Increased
2137	HFM Hartford Funds Management Wayne, Pennsylvania	$1.53M	+$81.6K	1	0.12%	Increased
2138	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$1.53M	+$1.3M	1	0.51%	New
2139	I InterCapital Austin, Texas	$1.53M	+$284K	1	0.38%	Increased
2140	CWA CM Wealth Advisors Beachwood, Ohio	$1.52M	-$67.3K	3	0.27%	Reduced
2141	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$1.52M	-$44.3K	2	0.23%	Reduced
2142	ASBI American State Bank (Iowa) Sioux Center, Iowa	$1.52M	+$14.3K	1	0.62%	Increased
2143	PEWA Pacific Excel Wealth Advisors Walnut Creek, California	$1.52M	+$1.26M	1	0.59%	Increased
2144	HFO Heritage Family Offices Scottsdale, Arizona	$1.52M	-$414K	1	0.59%	Reduced
2145	OFS OneAscent Financial Services Birmingham, Alabama	$1.52M	-$225K	2	0.07%	Reduced
2146	AF Apollon Financial Mount Pleasant, South Carolina	$1.52M	+$27.5K	1	0.18%	Increased
2147	Needham Investment Management New York	$1.52M	+$73.4K	1	0.05%	Increased
2148	USPCM Union Square Park Capital Management New York	$1.52M	+$605K	2	0.55%	Increased
2149	EGA E&G Advisors Houston, Texas	$1.51M	$0	2	0.29%	Maintained
2150	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$1.5M	+$36K	2	0.13%	Increased