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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	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$368K	+$373K	3	0.05%	New
2277	CIA Cascade Investment Advisors Oregon City, Oregon	$367K	$0	2	0.22%	Maintained
2278	JCM J2 Capital Management Troy, Michigan	$367K	+$381K	1	0.35%	New
2279	LFA Laraway Financial Advisors Saint Cloud, Minnesota	$365K	+$369K	1	0.33%	New
2280	RI Redwood Investments Boston, Massachusetts	$364K	+$523	1	0.03%	Increased
2281	MIP Marietta Investment Partners Milwaukee, Wisconsin	$363K	-$84.8K	1	0.08%	Reduced
2282	RW Rede Wealth Charlottesville, Virginia	$362K	-$12.3K	1	0.18%	Reduced
2283	MIM Moseley Investment Management Bradenton, Florida	$360K	$0	1	0.16%	Maintained
2284	Members Trust Tampa, Florida	$359K	+$11.5K	1	0.01%	Increased
2285	WOC West Oak Capital Westlake Village, California	$357K	$0	1	0.13%	Maintained
2286	CAN Claraphi Advisory Network Aliso Viejo, United States	$356K	-$2K	1	0.12%	Reduced
2287	Pallas Capital Advisors Braintree, Massachusetts	$356K	-$325K	1	0.04%	Reduced
2288	ACG Allen Capital Group Grand Island, Nebraska	$355K	$0	1	0.04%	Maintained
2289	CCP Carmel Capital Partners San Diego, California	$355K	+$341K	1	0.27%	New
2290	SBL Sargent Bickham Lagudis Boulder, Colorado	$355K	-$9.59K	3	0.03%	Reduced
2291	WAM Westport Asset Management Southport, Connecticut	$355K	$0	1	0.16%	Maintained
2292	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$353K	$0	2	0.08%	Maintained
2293	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$353K	$0	2	0.24%	Maintained
2294	LBA Lowell Blake & Associates Boston, Massachusetts	$352K	-$349K	1	0.14%	Reduced
2295	EWM Elite Wealth Management Kirkland, Washington	$351K	$0	1	0.05%	Maintained
2296	PPW Pinnacle Private Wealth Andover, Massachusetts	$351K	+$365K	1	0.11%	New
2297	CCA Childress Capital Advisors Houston, Texas	$350K	+$2.79K	1	0.14%	Increased
2298	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$350K	-$1.31M	1	0.12%	Reduced
2299	Maverick Capital Dallas, Texas	$349K	-$1.88M	2	0%	Reduced
2300	MA MBA Advisors Hermitage, Pennsylvania	$349K	+$353K	1	0.22%	New