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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	Larson Financial Group St Louis, Missouri	$49K	+$409	2	0.03%	Increased
2277	WCM Wealthcare Capital Management Richmond, Virginia	$49K	$0	2	0.01%	Maintained
2278	PCM Princeton Capital Management Red Bank, New Jersey	$48K	-$42.3K	1	0.02%	Reduced
2279	EWA Evolution Wealth Advisors Aventura, Florida	$46K	+$20.6K	3	0.02%	Increased
2280	PRC Pearl River Capital Niles, Michigan	$46K	-$135K	3	0.13%	Reduced
2281	QCIG Quad-Cities Investment Group Davenport, Iowa	$46K	+$8.97K	1	0.04%	Increased
2282	ANBT American National Bank & Trust Wichita Falls, Texas	$44K	+$41.9K	2	0.01%	New
2283	POIA Pin Oak Investment Advisors Houston, Texas	$44K	-$1.8M	1	0.04%	Reduced
2284	AJ Ashburton (Jersey) St Helier, Jersey	$42K	$0	1	0.02%	Maintained
2285	OAJ Ogorek Anthony Joseph Williamsville, New York	$40K	$0	2	0.02%	Maintained
2286	JAM JCIC Asset Management Toronto, Ontario, Canada	$38K	$0	1	0.02%	Maintained
2287	RBC Roble Belko & Company Sewickley, Pennsylvania	$37K	$0	2	0.01%	Maintained
2288	NEAM New England Asset Management Farmington, Connecticut	$36K	$0	1	0%	Maintained
2289	TCM TD Capital Management Memphis, Tennessee	$36K	$0	2	0.01%	Maintained
2290	TCM Tradewinds Capital Management Bellingham, Washington	$35K	+$11K	2	0.01%	Increased
2291	HCM Horrell Capital Management Little Rock, Arkansas	$34K	$0	2	0.02%	Maintained
2292	HI Human Investing Lake Oswego, Oregon	$33K	$0	1	0.01%	Maintained
2293	LWA Lowe Wealth Advisors Columbia, Maryland	$32K	$0	2	0.02%	Maintained
2294	SIS Sound Income Strategies Ft Lauderdale, Florida	$30K	+$4.32K	2	0.01%	Increased
2295	TCCM Timber Creek Capital Management Boston, Massachusetts	$30K	-$6.14K	2	0.02%	Reduced
2296	LGWM Litman Gregory Wealth Management Larkspur, California	$29K	-$25.4K	2	0.01%	Reduced
2297	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$26K	-$1.83K	3	0.01%	Reduced
2298	AIM Arcadia Investment Management Kalamazoo, Michigan	$24K	$0	2	0.01%	Maintained
2299	GWA Guidant Wealth Advisors Palatine, Illinois	$22K	-$13.2K	1	0.01%	Reduced
2300	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$21K	+$2.48K	2	0.01%	Increased