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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	NIM NuWave Investment Management Parsippany, New Jersey	$235K	+$143K	1	0.26%	Increased
2377	OPA Old Port Advisors Portland, Maine	$235K	-$17.8K	1	0.08%	Reduced
2378	RCA Reitz Capital Advisors Freeland, Michigan	$235K	-$9.59K	1	0.17%	Reduced
2379	RCG Rock Creek Group Washington, District of Columbia	$234K	-$33.4K	1	0.03%	Reduced
2380	BMA Brooks Moore & Associates Chattanooga, Tennessee	$233K	$0	1	0.15%	Maintained
2381	BRG Bay Rivers Group Williamsburg, Virginia	$232K	-$4.04K	1	0.16%	Reduced
2382	APW Aurora Private Wealth Rockaway, New Jersey	$231K	+$84	1	0.09%	Increased
2383	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$231K	+$225K	1	0.13%	New
2384	CAC Certified Advisory Corp Altamonte Springs, Florida	$231K	-$38.3K	1	0.06%	Reduced
2385	FIB First Interstate Bank Billings, Montana	$231K	+$225K	1	0.02%	New
2386	AIA Angeles Investment Advisors Santa Monica, California	$230K	$0	1	0.01%	Maintained
2387	BJ Brouwer & Janachowski Mill Valley, California	$230K	+$229K	1	0.04%	New
2388	CWP Curated Wealth Partners El Segundo, California	$230K	+$228K	1	0.13%	New
2389	RMSCM R.M. Sincerbeaux Capital Management New York	$229K	+$223K	1	0.14%	New
2390	TLP Trinity Legacy Partners Houston, Texas	$229K	$0	1	0.08%	Maintained
2391	CG Cutler Group San Francisco, California	$227K	-$114K	3	0.01%	Reduced
2392	GC GMT Capital Atlanta, Georgia	$226K	$0	1	0.02%	Maintained
2393	PWA Physician Wealth Advisors Midvale, Utah	$225K	-$1.35K	1	0.06%	Reduced
2394	CG Corundum Group Colorado Springs, Colorado	$224K	+$221K	1	0.15%	New
2395	MA Mosaic Advisors Houston, Texas	$224K	+$221K	1	0.15%	New
2396	FNC First National Corp Rockland, Massachusetts	$223K	+$74.3K	1	0.08%	Increased
2397	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$222K	$0	1	0.13%	Maintained
2398	WPA Winning Points Advisors Boca Raton, Florida	$222K	$0	1	0.17%	Maintained
2399	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$221K	-$42.8K	4	0.04%	Reduced
2400	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$221K	$0	1	0.03%	Maintained