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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
2376	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$209K	-$6.92K	3	0.04%	Reduced
2377	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$209K	+$197K	1	0.18%	New
2378	Pathstone Family Office Englewood, New Jersey	$207K	-$123K	1	0.01%	Reduced
2379	PP Patron Partners Houston, Texas	$207K	+$192K	1	0.18%	New
2380	E Fund Management Guangzhou, China	$206K	+$195K	1	0.02%	New
2381	HFG Heron Financial Group New York	$206K	+$189K	1	0.13%	New
2382	PWA Physician Wealth Advisors Midvale, Utah	$206K	+$193K	1	0.07%	New
2383	PWM PRW Wealth Management Quincy, Massachusetts	$205K	+$193K	1	0.1%	New
2384	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$204K	-$925K	1	0.08%	Reduced
2385	DA Detalus Advisors St. Louis, Missouri	$204K	+$193K	1	0.12%	New
2386	KA KLCM Advisors Milwaukee, Wisconsin	$204K	+$192K	1	0.05%	New
2387	HFA High Falls Advisors Rochester, New York	$203K	+$188K	1	0.06%	New
2388	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$203K	$0	1	0.13%	Maintained
2389	Klingman & Associates New York	$203K	+$192K	1	0.02%	New
2390	AA Argent Advisors Monroe, Louisiana	$202K	+$191K	1	0.13%	New
2391	FUBT First United Bank & Trust Oakland, Maryland	$202K	+$191K	1	0.09%	New
2392	KM Kalos Management Alpharetta, Georgia	$202K	+$179K	1	0.06%	New
2393	MS Madden Securities Dallas, Texas	$202K	+$191K	1	0.12%	New
2394	MWP Meridian Wealth Partners Exton, Pennsylvania	$202K	+$38K	4	0.06%	Increased
2395	HIM Hotaling Investment Management Wayne, Pennsylvania	$201K	-$35.4K	1	0.09%	Reduced
2396	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$201K	+$190K	1	0.04%	New
2397	WPA Winning Points Advisors Boca Raton, Florida	$201K	+$190K	1	0.15%	New
2398	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$200K	+$189K	1	0.02%	New
2399	Polar Asset Management Partners Toronto, Ontario, Canada	$200K	-$641K	1	0%	Reduced
2400	SC Shay Capital New York	$193K	+$182K	1	0.02%	New