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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
2301	IA IFG Advisors St. Louis, Missouri	$262K	+$1.08K	1	0.12%	Increased
2302	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$262K	$0	1	0.12%	Maintained
2303	WAM Wakefield Asset Management Englewood, Colorado	$262K	+$261K	1	0.1%	New
2304	WAG Winthrop Advisory Group Boston, Massachusetts	$262K	-$9.75K	1	0.06%	Reduced
2305	LA Latitude Advisors Vero Beach, Florida	$261K	+$260K	1	0.08%	New
2306	RM Resource Management Metairie, Louisiana	$261K	$0	1	0.03%	Maintained
2307	BZWA Blue Zone Wealth Advisors Los Angeles, California	$260K	-$23.9K	1	0.09%	Reduced
2308	FH FWG Holdings Winter Park, Florida	$260K	+$1.63K	1	0.23%	Increased
2309	CCM Canal Capital Management Richmond, Virginia	$259K	+$1.54K	1	0.07%	Increased
2310	CYG Clean Yield Group Norwich, Vermont	$259K	+$102K	2	0.09%	Increased
2311	FAM Flaharty Asset Management Clearwater, Florida	$259K	-$174K	1	0.05%	Reduced
2312	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$259K	-$7.53K	1	0.43%	Reduced
2313	JCM Janney Capital Management Pittsburgh, Pennsylvania	$259K	-$18.4K	1	0.02%	Reduced
2314	Plancorp LLC Saint Louis, Missouri	$259K	+$11.5K	1	0.02%	Increased
2315	NA Navellier & Associates Reno, Nevada	$258K	+$1.45K	1	0.04%	Increased
2316	1WM 1900 Wealth Management San Antonio, Texas	$257K	+$256K	1	0.02%	New
2317	Maven Securities St Helier, Jersey	$257K	-$472K	1	0.01%	Reduced
2318	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$256K	+$255K	1	0.06%	New
2319	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$254K	-$1.04M	1	0.03%	Reduced
2320	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$254K	+$252K	1	0.03%	New
2321	CP Coho Partners Berwyn, Pennsylvania	$253K	$0	1	0%	Maintained
2322	MGAM McGowan Group Asset Management Dallas, Texas	$252K	+$513	1	0.04%	Increased
2323	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$252K	$0	1	0.2%	Maintained
2324	APG Abacus Planning Group Columbia, South Carolina	$251K	+$3.16K	1	0.08%	Increased
2325	BIP Blueprint Investment Partners Greensboro, North Carolina	$250K	+$248K	1	0.12%	New