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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	OPWM Oakwell Private Wealth Management Austin, Texas	$233K	+$234K	1	0.18%	New
2277	WA WESPAC Advisors Orinda, California	$233K	+$214K	1	0.18%	New
2278	HS Haafor (Singapore) Singapore	$232K	-$78.6K	1	0.43%	Reduced
2279	Candriam SCA Strassen, Luxembourg, Luxembourg	$231K	-$16.4K	1	0%	Reduced
2280	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$230K	+$216K	5	0.04%	New
2281	LWM Loveless Wealth Management Billings, Montana	$229K	+$211K	1	0.17%	New
2282	RM Resource Management Metairie, Louisiana	$229K	$0	1	0.03%	Maintained
2283	WAG Winthrop Advisory Group Boston, Massachusetts	$228K	+$210K	1	0.06%	New
2284	RWM Raffa Wealth Management Washington, District of Columbia	$226K	+$1.77K	2	0.08%	Increased
2285	MIM MTM Investment Management Spartanburg, South Carolina	$226K	+$208K	1	0.14%	New
2286	ACA Affinity Capital Advisors Berkeley, California	$225K	$0	1	0.09%	Maintained
2287	WP Waycross Partners Louisville, Kentucky	$225K	+$207K	1	0.14%	New
2288	BCM Buckhead Capital Management Atlanta, Georgia	$224K	+$206K	1	0.06%	New
2289	CWS Cypress Wealth Services Palm Desert, California	$224K	+$206K	1	0.05%	New
2290	DAM Doheny Asset Management Los Angeles, California	$224K	-$44.8K	1	0.16%	Reduced
2291	CC Cadinha & Co Honolulu, Hawaii	$223K	-$164K	1	0.03%	Reduced
2292	JSL JT Stratford LLC Gainesville, Georgia	$223K	+$205K	1	0.08%	New
2293	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$223K	+$6.01K	1	0.2%	Increased
2294	MC Mathes Company New York	$222K	-$98.6K	1	0.09%	Reduced
2295	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$222K	$0	1	0.11%	Maintained
2296	SCM Shapiro Capital Management Atlanta, Georgia	$221K	+$183K	1	0%	New
2297	AFS Axiom Financial Strategies New Albany, Indiana	$221K	$0	1	0.13%	Maintained
2298	HIM Hotaling Investment Management Wayne, Pennsylvania	$221K	+$203K	1	0.1%	New
2299	BOM Bank of Marin Novato, California	$220K	+$202K	1	0.19%	New
2300	BFPW BOK Financial Private Wealth Denver, Colorado	$220K	+$203K	1	0.02%	New