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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
2176	SG StoneX Group New York	$219K	-$4.9K	1	0.14%	Reduced
2177	TWM Tanglewood Wealth Management Houston, Texas	$218K	+$211K	1	0.05%	New
2178	GSC G&S Capital Denver, Colorado	$217K	+$205K	1	0.13%	New
2179	CC Caxton Corporation Princeton, New Jersey	$216K	+$209K	1	0.24%	New
2180	Chilton Investment Company Stamford, Connecticut	$216K	-$92.1K	1	0.01%	Reduced
2181	FAM Foothills Asset Management Scottsdale, Arizona	$216K	$0	1	0.16%	Maintained
2182	ARGA Investment Management Stamford, Connecticut	$215K	$0	1	0.03%	Maintained
2183	SAMC Spectrum Asset Management (California) Newport Beach, California	$215K	+$203K	1	0.14%	New
2184	KWA KCS Wealth Advisory Los Angeles, California	$215K	+$207K	4	0.15%	New
2185	APG Abacus Planning Group Columbia, South Carolina	$212K	+$205K	1	0.11%	New
2186	MGAM McGowan Group Asset Management Dallas, Texas	$212K	+$208K	1	0.03%	New
2187	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$212K	$0	1	2.52%	Maintained
2188	Focus Financial Network Minneapolis, Minnesota	$211K	+$200K	1	0.03%	New
2189	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$211K	+$204K	1	0.11%	New
2190	HWM Highwater Wealth Management Glendale, Colorado	$210K	+$198K	1	0.93%	New
2191	Tidal Investments Milwaukee, Wisconsin	$210K	+$202K	1	0.09%	New
2192	FI Financial Insights Tacoma, Washington	$209K	+$202K	1	0.2%	New
2193	SC Sepio Capital Salt Lake City, Utah	$208K	-$1.41M	1	0.02%	Reduced
2194	SCG Sonata Capital Group Seattle, Washington	$208K	+$201K	1	0.14%	New
2195	WC Weil Company San Diego, California	$208K	+$203K	3	0.15%	New
2196	EIA Eldridge Investment Advisors Manchester, New Hampshire	$207K	+$200K	1	0.11%	New
2197	CAC Certified Advisory Corp Altamonte Springs, Florida	$206K	+$84.8K	3	0.07%	Increased
2198	MS Mizuho Securities Tokyo, Japan	$206K	+$53.1K	1	0.14%	Increased
2199	PW Peninsula Wealth San Francisco, California	$206K	+$199K	1	0.1%	New
2200	Fenimore Asset Management Cobleskill, New York	$205K	+$198K	1	0.01%	New