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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	CB CNB Bank Clearfield, Pennsylvania	$206K	-$18.6K	3	0.18%	Reduced
2202	WAG Winthrop Advisory Group Boston, Massachusetts	$206K	-$110K	1	0.07%	Reduced
2203	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$205K	$0	2	0.75%	Maintained
2204	RM Resource Management Metairie, Louisiana	$205K	-$524K	1	0.04%	Reduced
2205	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$205K	+$218K	1	0.13%	New
2206	BWA Burt Wealth Advisors North Bethesda, Maryland	$204K	-$63.4K	2	0.08%	Reduced
2207	CWM CCG Wealth Management San Diego, California	$204K	+$206K	1	0.19%	New
2208	Driehaus Capital Management Chicago, Illinois	$204K	+$206K	1	0.01%	New
2209	HCM Hengehold Capital Management Cincinnati, Ohio	$204K	+$984	1	0.04%	Increased
2210	WCM Washburn Capital Management Vero Beach, Florida	$204K	-$1.69K	1	0.19%	Reduced
2211	PV Private Vista Chicago, Illinois	$203K	-$188K	1	0.1%	Reduced
2212	B Brightworth Atlanta, Georgia	$202K	+$204K	1	0.03%	New
2213	AF Affiance Financial St. Louis Park, Minnesota	$201K	+$214K	1	0.11%	New
2214	EPA Element Pointe Advisors Miami, Florida	$201K	+$205K	1	0.1%	New
2215	HCA Heck Capital Advisors Rhinelander, Wisconsin	$200K	+$213K	1	0.04%	New
2216	RGIA Rainier Group Investment Advisory Bellevue, Washington	$200K	+$203K	1	0.09%	New
2217	Caption Management Oklahoma City, Oklahoma	$199K	+$203K	1	0.01%	New
2218	RWM Raffa Wealth Management Washington, District of Columbia	$196K	-$84.6K	2	0.07%	Reduced
2219	CFN Cordasco Financial Network Naples, Florida	$194K	+$166K	3	0.18%	Increased
2220	Inspire Investing Meridian, Idaho	$194K	-$1.37M	1	0.07%	Reduced
2221	BAM Bellevue Asset Management Bellevue, Washington	$192K	$0	3	0.2%	Maintained
2222	SFA Semmax Financial Advisors Winston Salem, North Carolina	$192K	-$71K	1	0.1%	Reduced
2223	Balentine LLC Atlanta, Georgia	$190K	+$58.7K	4	0.01%	Increased
2224	EI Ellevest Inc New York	$189K	+$47K	3	0.04%	Increased
2225	ADL Asset Dedication LLC San Francisco, California	$187K	-$898K	3	0.05%	Reduced