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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	EPM Equitec Proprietary Markets Chicago, Illinois	$103K	+$108K	1	0.03%	New
2177	HWA HHM Wealth Advisors Chattanooga, Tennessee	$103K	+$143K	2	0.05%	New
2178	RCA Ranch Capital Advisors Sarasota, Florida	$103K	-$13.5K	2	0.1%	Reduced
2179	CCA Column Capital Advisors Indianapolis, Indiana	$101K	+$5.92K	3	0.04%	Increased
2180	TF TimeScale Financial Danvers, Massachusetts	$99K	-$84K	3	0.03%	Reduced
2181	Quantbot Technologies New York	$98K	-$9.11M	2	0.06%	Reduced
2182	AA AlphaMark Advisors Ft. Wright, Kentucky	$96K	-$10.1K	3	0.05%	Reduced
2183	MWM MBE Wealth Management Tomah, Wisconsin	$96K	+$132K	3	0.09%	New
2184	S SimplyRich Carlsbad, California	$96K	-$272K	1	0.06%	Reduced
2185	WIM Westside Investment Management Santa Monica, California	$93.4K	+$2.11M	2	0.06%	New
2186	SC Solstein Capital Menlo Park, California	$92K	-$171K	3	0.35%	Reduced
2187	RWG Regal Wealth Group Seal Beach, California	$91K	-$1.83M	1	0.09%	Reduced
2188	TI Truehand Inc Strafford, New Hampshire	$90K	$0	1	0.08%	Maintained
2189	Bogart Wealth LLC Mclean, Virginia	$88K	-$10K	2	0.02%	Reduced
2190	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$87K	-$1.62M	2	0.03%	Reduced
2191	TIM Tortoise Investment Management White Plains, New York	$84K	-$47.1K	4	0.02%	Reduced
2192	TC Truvestments Capital Sarasota, Florida	$83K	+$109K	2	0.11%	New
2193	SFG Sowa Financial Group Lincoln, Rhode Island	$78K	-$121K	1	0.07%	Reduced
2194	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$77K	$0	3	0.07%	Maintained
2195	GW&K Investment Management Boston, Massachusetts	$75K	$0	1	0%	Maintained
2196	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$74K	-$68.4K	1	0.06%	Reduced
2197	TPWA TRUE Private Wealth Advisors Salem, Oregon	$73K	-$1.41M	3	0.02%	Reduced
2198	PR Payden & Rygel Los Angeles, California	$70K	$0	1	0.01%	Maintained
2199	KFS Kelly Financial Services Braintree, Massachusetts	$68.2K	-$79.9K	2	0.08%	Reduced
2200	PCA Providence Capital Advisors Charlotte, North Carolina	$68K	+$16.9K	2	0.04%	Increased