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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
2326	CCM Canal Capital Management Richmond, Virginia	$208K	+$191K	1	0.08%	New
2327	FCFC First Citizens Financial Corp Mason City, Iowa	$208K	+$191K	1	0.18%	New
2328	GAG GM Advisory Group Melville, New York	$208K	+$192K	1	0.03%	New
2329	LWA Lenox Wealth Advisors New York	$208K	+$43.8K	3	0.03%	Increased
2330	SAM Summit Asset Management Memphis, Tennessee	$208K	+$191K	1	0.08%	New
2331	CL COWA LLC Tulsa, Oklahoma	$207K	+$192K	2	0.16%	New
2332	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$207K	$0	2	0.33%	Maintained
2333	GC GFG Capital Miami, Florida	$207K	+$191K	1	0.07%	New
2334	UCMOK United Capital Management of KS Salina, Kansas	$207K	-$158K	1	0.09%	Reduced
2335	4WM 44 Wealth Management Eugene, Oregon	$205K	+$189K	1	0.09%	New
2336	CCG Chatham Capital Group Savannah, Georgia	$205K	+$189K	1	0.05%	New
2337	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$205K	-$14.5K	1	0.1%	Reduced
2338	QWM Quaker Wealth Management Moorestown, New Jersey	$205K	+$189K	1	0.11%	New
2339	SPC Stewart & Patten Company Lafayette, California	$205K	+$188K	1	0.03%	New
2340	GHA GW Henssler & Associates Kennesaw, Georgia	$203K	+$197K	1	0.02%	New
2341	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$203K	$0	1	0.1%	Maintained
2342	TLP Trinity Legacy Partners Houston, Texas	$203K	-$109K	1	0.09%	Reduced
2343	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$202K	+$186K	1	0.11%	New
2344	RWRC R.W. Roge & Company Bohemia, New York	$202K	+$195K	1	0.15%	New
2345	BFA Beacon Financial Advisory Cleveland, Ohio	$201K	+$306	1	0.13%	Increased
2346	BA Bluesphere Advisors East Norriton, Pennsylvania	$201K	+$185K	1	0.22%	New
2347	BCA Bray Capital Advisors Naples, Florida	$201K	$0	1	0.06%	Maintained
2348	DI DFPG Investments Sandy, Utah	$201K	+$203K	1	0.09%	New
2349	GWM Greenhouse Wealth Management Westport, Connecticut	$201K	+$185K	1	0.2%	New
2350	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$200K	+$24.6K	3	0.04%	Increased