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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	CRCM Corbett Road Capital Management Mclean, Virginia	$253K	+$251K	1	0.25%	New
2277	TAM Townsend Asset Management Raleigh, North Carolina	$253K	+$257K	1	0.2%	New
2278	AIP Almanack Investment Partners Wayne, Pennsylvania	$251K	-$25.7K	1	0.05%	Reduced
2279	RG Retirement Group San Diego, California	$251K	+$255K	3	0.16%	New
2280	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$250K	$0	1	0.16%	Maintained
2281	SWP Summit Wealth Partners Orlando, Florida	$249K	+$255K	1	0.09%	New
2282	GSC G&S Capital Denver, Colorado	$249K	+$51K	1	0.14%	Increased
2283	JLBC J.L. Bainbridge & Co Sarasota, Florida	$249K	$0	1	0.03%	Maintained
2284	OC Oakmont Corp Los Angeles, California	$249K	$0	1	0.04%	Maintained
2285	HHGA Halbert Hargrove Global Advisors Long Beach, California	$248K	-$25.9K	1	0.06%	Reduced
2286	WCM Wisconsin Capital Management Madison, Wisconsin	$247K	+$244K	1	0.12%	New
2287	KLWA Kelly Lawrence W & Associates Pasadens, California	$245K	$0	1	0.04%	Maintained
2288	LI Leap Investments Chicago, Illinois	$245K	-$251K	1	0.12%	Reduced
2289	SC Sepio Capital Salt Lake City, Utah	$245K	+$16.1K	1	0.02%	Increased
2290	TCWM Total Clarity Wealth Management St. Charles, Illinois	$245K	+$247K	3	0.18%	New
2291	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$244K	-$9.07K	1	0.07%	Reduced
2292	BCP Berkeley Capital Partners Milton, Georgia	$243K	-$6.35K	1	0.12%	Reduced
2293	HC Hamilton Capital Columbus, Ohio	$243K	+$234K	1	0.1%	New
2294	LFA Legacy Financial Advisors Covington, Kentucky	$242K	-$2.81K	1	0.08%	Reduced
2295	PNAA Pictet North America Advisors Geneva 73, Switzerland	$242K	-$57.6K	1	0.03%	Reduced
2296	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$242K	-$14.4K	1	0.16%	Reduced
2297	AIA Affinity Investment Advisors Newport Beach, California	$241K	+$245K	1	0.09%	New
2298	DA Detalus Advisors St. Louis, Missouri	$241K	+$232K	1	0.18%	New
2299	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$241K	-$29.3K	1	0.01%	Reduced
2300	WA Winfield Associates Cleveland, Ohio	$241K	$0	1	0.11%	Maintained