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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	CM Capital Management Glen Allen, Virginia	$240K	$0	1	0.05%	Maintained
2352	RMSCM R.M. Sincerbeaux Capital Management New York	$239K	$0	1	0.16%	Maintained
2353	BA Bluesphere Advisors East Norriton, Pennsylvania	$238K	+$86	1	0.23%	Increased
2354	FNC First National Corp Rockland, Massachusetts	$238K	-$73K	1	0.05%	Reduced
2355	PWA Physician Wealth Advisors Midvale, Utah	$238K	$0	1	0.07%	Maintained
2356	HC Hamilton Capital Columbus, Ohio	$237K	+$236K	1	0.02%	New
2357	OPA Old Port Advisors Portland, Maine	$237K	-$9.41K	1	0.09%	Reduced
2358	Trillium Asset Management Boston, Massachusetts	$237K	+$21.8K	1	0.01%	Increased
2359	AF Affiance Financial St. Louis Park, Minnesota	$236K	-$723	1	0.1%	Reduced
2360	CWP Curated Wealth Partners El Segundo, California	$236K	+$2.5K	1	0.13%	Increased
2361	KA KLCM Advisors Milwaukee, Wisconsin	$236K	-$12.7K	1	0.05%	Reduced
2362	TLP Trinity Legacy Partners Houston, Texas	$236K	+$11.2K	1	0.08%	Increased
2363	BMA Brooks Moore & Associates Chattanooga, Tennessee	$235K	$0	1	0.15%	Maintained
2364	CAC Certified Advisory Corp Altamonte Springs, Florida	$235K	+$2.14K	1	0.06%	Increased
2365	HCM Hengehold Capital Management Cincinnati, Ohio	$235K	+$1.08K	1	0.03%	Increased
2366	TCM Teza Capital Management Chicago, Illinois	$235K	-$1.18M	1	0.11%	Reduced
2367	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$234K	$0	1	0.14%	Maintained
2368	VBFG Vishria Bird Financial Group Memphis, Tennessee	$234K	+$233K	1	0.12%	New
2369	RCA Reitz Capital Advisors Freeland, Michigan	$231K	-$6.07K	1	0.17%	Reduced
2370	APP Alpha Paradigm Partners Chicago, Illinois	$229K	-$35.2K	2	0.09%	Reduced
2371	FTCM First Trust Capital Management Chicago, Illinois	$228K	-$46.9K	1	0.03%	Reduced
2372	FWM FSA Wealth Management Needham, Massachusetts	$227K	+$226K	1	0.14%	New
2373	GWM Greenhouse Wealth Management Westport, Connecticut	$227K	-$15K	1	0.22%	Reduced
2374	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$226K	$0	1	0.11%	Maintained
2375	HA HYA Advisors Springfield, Missouri	$224K	-$108K	1	0.09%	Reduced