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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	WOC West Oak Capital Westlake Village, California	$409K	-$1.9K	1	0.18%	Reduced
2352	CCG Coastwise Capital Group La Jolla, California	$408K	+$390K	1	0.51%	New
2353	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$407K	$0	2	0.28%	Maintained
2354	ECM Elgethun Capital Management Sioux Falls, South Dakota	$406K	+$382K	2	0.14%	New
2355	AGM Alpine Global Management New York	$403K	-$297K	1	0.09%	Reduced
2356	FDS First Dallas Securities Dallas, Texas	$403K	-$37.9K	1	0.23%	Reduced
2357	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$402K	$0	1	0.26%	Maintained
2358	CCP Carmel Capital Partners San Diego, California	$402K	-$7.43K	1	0.34%	Reduced
2359	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$402K	+$12.8K	3	0.22%	Increased
2360	VCS Vaughan & Co Securities Ridgewood, New Jersey	$402K	-$87.8K	1	0.28%	Reduced
2361	WE Wealth Effects Boston, Massachusetts	$402K	+$19.1K	1	0.19%	Increased
2362	MA MBA Advisors Hermitage, Pennsylvania	$401K	$0	1	0.25%	Maintained
2363	KTM Keeler Thomas Management Orem, Utah	$400K	$0	1	0.19%	Maintained
2364	MCM Mitchell Capital Management Leawood, Kansas	$399K	-$537K	1	0.09%	Reduced
2365	SBL Sargent Bickham Lagudis Boulder, Colorado	$399K	-$10.3K	3	0.03%	Reduced
2366	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$397K	-$4.74K	1	0.17%	Reduced
2367	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$397K	+$94.3K	3	0.37%	Increased
2368	TC TAP Consulting Kirkwood, Missouri	$396K	-$43K	1	0.1%	Reduced
2369	WPW Warther Private Wealth Akron, Ohio	$396K	-$51.1K	1	0.26%	Reduced
2370	MTC Matrix Trust Company Denver, Colorado	$395K	+$372K	2	0.1%	New
2371	EIA Edgemoor Investment Advisors Bethesda, Maryland	$394K	+$83K	1	0.04%	Increased
2372	SCM Spreng Capital Management Bucyrus, Ohio	$394K	+$5.21K	1	0.24%	Increased
2373	TAM Taurus Asset Management New York	$393K	$0	1	0.04%	Maintained
2374	CWG Crown Wealth Group Charlotte, North Carolina	$392K	+$362K	1	0.27%	New
2375	HCM Hall Capital Management Barrington, Rhode Island	$392K	$0	1	0.23%	Maintained