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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
2201	EC EdgeRock Capital Denver, Colorado	$1.42M	-$18.2K	1	0.32%	Reduced
2202	SWM SeaCrest Wealth Management Purchase, New York	$1.42M	-$1.13M	2	0.16%	Reduced
2203	WDC Woodward Diversified Capital Bakersfield, California	$1.42M	-$38K	2	0.63%	Reduced
2204	RL Rogco LP Claremore, Oklahoma	$1.42M	$0	1	0.43%	Maintained
2205	TWM TriaGen Wealth Management Calabasas, California	$1.41M	-$5.77K	2	0.35%	Reduced
2206	CCFM Clear Creek Financial Management Silverdale, Washington	$1.41M	-$8.21K	3	0.09%	Reduced
2207	NECFA New England Capital Financial Advisors Meriden, Connecticut	$1.41M	+$316K	3	0.34%	Increased
2208	JMFC J.M. Forbes & Co Boston, Massachusetts	$1.41M	+$11K	1	0.11%	Increased
2209	RIM Rockbridge Investment Management Syracuse, New York	$1.41M	-$183	1	0.11%	Reduced
2210	RSWA Robinson Smith Wealth Advisors South Portland, Maine	$1.41M	-$39.6K	1	0.84%	Reduced
2211	KFS Kelly Financial Services Braintree, Massachusetts	$1.4M	+$6.42K	1	0.3%	Increased
2212	SA Scarborough Advisors Annapolis, Maryland	$1.4M	-$111K	1	0.16%	Reduced
2213	CH Cromwell Holdings Jackson, Wyoming	$1.4M	+$28.7K	7	0.63%	Increased
2214	RWM Rialto Wealth Management Syracuse, New York	$1.4M	+$5.41K	7	0.28%	Increased
2215	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$1.39M	+$27.4K	2	0.32%	Increased
2216	Sax Wealth Advisors Parsippany, New Jersey	$1.39M	-$6.6K	1	0.06%	Reduced
2217	APW Aventura Private Wealth Aventura, Florida	$1.39M	+$99.1K	5	0.43%	Increased
2218	ACM Arcataur Capital Management Milwaukee, Wisconsin	$1.39M	+$18.5K	2	0.34%	Increased
2219	TWM TRB Wealth Management Houston, Texas	$1.39M	+$170K	3	0.18%	Increased
2220	ACS Archford Capital Strategies Swansea, Illinois	$1.38M	-$10.5K	1	0.14%	Reduced
2221	PIM Pullen Investment Management Bradenton, Florida	$1.38M	-$572K	1	0.64%	Reduced
2222	FPWM FSB Premier Wealth Management Waterloo, Iowa	$1.38M	+$150K	1	0.39%	Increased
2223	KFI Key Financial Inc West Chester, Pennsylvania	$1.37M	-$42.3K	5	0.23%	Reduced
2224	PAS PKS Advisory Services Albany, New York	$1.37M	+$325K	2	0.22%	Increased
2225	MCM Mitchell Capital Management Leawood, Kansas	$1.37M	-$239K	1	0.21%	Reduced