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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
2351	CPA Capital Performance Advisors Walnut Creek, California	$1.18M	-$493K	1	0.08%	Reduced
2352	Destination Wealth Management Walnut Creek, California	$1.17M	+$79.6K	1	0.03%	Increased
2353	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$1.17M	-$80.1K	2	0.07%	Reduced
2354	C Croban Fremont, Ohio	$1.17M	+$36.9K	1	0.51%	Increased
2355	LC Lavaca Capital Houston, Texas	$1.17M	+$46.7K	2	0.12%	Increased
2356	BA Bellwether Advisors Lincoln, Nebraska	$1.17M	-$831K	1	0.17%	Reduced
2357	FB First Bancorp Damariscotta, Maine	$1.16M	-$13K	2	0.46%	Reduced
2358	BWIA Bryant Woods Investment Advisors Getzville, New York	$1.16M	$0	1	0.32%	Maintained
2359	TCOTS Trust Company of the South Greensboro, North Carolina	$1.16M	-$82.9K	2	0.16%	Reduced
2360	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.16M	-$81.1K	1	0.02%	Reduced
2361	One Capital Management Westlake Village, California	$1.16M	-$1.67M	2	0.03%	Reduced
2362	GWM GDS Wealth Management Flower Mound, Texas	$1.16M	+$196K	2	0.06%	Increased
2363	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$1.16M	-$2.65M	2	0.11%	Reduced
2364	ZF Zhang Financial Portage, Michigan	$1.16M	+$116K	1	0.03%	Increased
2365	MHC May Hill Capital Cohasset, Massachusetts	$1.16M	+$92.9K	2	0.24%	Increased
2366	RWB RMR Wealth Builders Montclair, New Jersey	$1.15M	+$9.76K	2	0.07%	Increased
2367	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$1.15M	+$9.54K	1	0.7%	Increased
2368	SSA Sierra Summit Advisors Incline Village, Nevada	$1.15M	-$31.9K	1	0.13%	Reduced
2369	MCCP Mission Creek Capital Partners San Francisco, California	$1.15M	+$113K	1	0.2%	Increased
2370	AC Addison Capital Conshohocken, Pennsylvania	$1.15M	$0	2	0.19%	Maintained
2371	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$1.15M	$0	1	0.19%	Maintained
2372	TC Tannin Capital Charlotte, North Carolina	$1.15M	-$127K	1	0.75%	Reduced
2373	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$1.14M	-$240K	2	0.22%	Reduced
2374	TPWM Twelve Points Wealth Management Concord, Massachusetts	$1.14M	+$45.8K	1	0.23%	Increased
2375	PAMS Pinpoint Asset Management (Singapore) Singapore,	$1.14M	+$1.09M	1	0.23%	Increased