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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
2276	CG Cynosure Group Salt Lake City, Utah	$1.27M	+$536K	2	0.19%	Increased
2277	CCG Coastwise Capital Group La Jolla, California	$1.27M	+$66.4K	2	0.74%	Increased
2278	RF Rossby Financial Melbourne, Florida	$1.27M	-$74.2K	6	0.23%	Reduced
2279	FWM Forza Wealth Management Sarasota, Florida	$1.27M	$0	2	0.39%	Maintained
2280	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$1.27M	$0	2	0.21%	Maintained
2281	BPW Bingham Private Wealth San Francisco, California	$1.27M	+$28.7K	2	0.87%	Increased
2282	NF Napier Financial Braintree, Massachusetts	$1.27M	-$8.25K	3	0.26%	Reduced
2283	Waratah Capital Advisors Toronto, Ontario, Canada	$1.26M	+$1.22M	1	0.04%	New
2284	SGI Summit Global Investments Bountiful, Utah	$1.26M	-$330K	2	0.07%	Reduced
2285	BP BBR Partners New York	$1.26M	-$734	1	0.06%	Reduced
2286	DTL Dynamic Technology Lab Singapore	$1.26M	-$712K	2	0.28%	Reduced
2287	UB Umpqua Bank Lake Oswego, Oregon	$1.26M	+$78.2K	1	0.28%	Increased
2288	TIA Tiemann Investment Advisors Menlo Park, California	$1.26M	-$16.5K	1	0.45%	Reduced
2289	CA Crewe Advisors Salt Lake City, Utah	$1.25M	+$80.5K	5	0.09%	Increased
2290	EWA Eagle Wealth Advisors Westport, Connecticut	$1.25M	+$23.5K	1	0.96%	Increased
2291	AFT Alpha Family Trust Los Angeles, California	$1.25M	$0	3	0.5%	Maintained
2292	Members Trust Tampa, Florida	$1.25M	+$41.4K	2	0.04%	Increased
2293	MCM Marathon Capital Management Hunt Valley, Maryland	$1.25M	+$104K	2	0.25%	Increased
2294	WI WrapManager Inc Mill Valley, California	$1.25M	-$102K	2	0.39%	Reduced
2295	WP WealthSpring Partners Long Beach, California	$1.24M	+$2.38K	1	1.07%	Increased
2296	PFM Peak Financial Management Wellesley, Massachusetts	$1.24M	+$44.2K	1	0.29%	Increased
2297	XWL XXI Wealth LLC Chicago, Illinois	$1.24M	-$34.1K	2	0.57%	Reduced
2298	GPWM Grant Private Wealth Management Pleasanton, California	$1.24M	+$442K	2	0.52%	Increased
2299	E Evansbrook Bolingbrook, Illinois	$1.24M	$0	2	0.74%	Maintained
2300	NFSG Newbridge Financial Services Group Boca Raton, Florida	$1.24M	-$1.2M	5	0.15%	Reduced