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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
2401	HHGA Halbert Hargrove Global Advisors Long Beach, California	$307K	-$7.6K	1	0.02%	Reduced
2402	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$306K	$0	2	0.61%	Maintained
2403	FF Fluent Financial Dallas, Texas	$306K	-$91	1	0.17%	Reduced
2404	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$306K	$0	1	0.2%	Maintained
2405	SAM Summit Asset Management Memphis, Tennessee	$306K	$0	1	0.1%	Maintained
2406	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$305K	$0	1	0.13%	Maintained
2407	GHA GW Henssler & Associates Kennesaw, Georgia	$304K	-$3.46K	1	0.02%	Reduced
2408	SLA Silver Lake Advisory Cottonwood Heights, Utah	$303K	+$335K	1	0.18%	New
2409	WBC West Branch Capital Amherst, Massachusetts	$301K	$0	2	0.19%	Maintained
2410	Centiva Capital New York	$300K	-$2.3M	1	0.01%	Reduced
2411	EA Eudaimonia Advisors Winchester, Tennessee	$300K	$0	1	0.21%	Maintained
2412	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$299K	$0	1	1%	Maintained
2413	RWB RMR Wealth Builders Montclair, New Jersey	$299K	-$224K	1	0.07%	Reduced
2414	CS Capital Square Chattanooga, Tennessee	$298K	+$9.05K	1	0.27%	Increased
2415	LC Lincoln Capital Lincoln, Nebraska	$298K	$0	1	0.09%	Maintained
2416	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$298K	-$297K	1	0.09%	Reduced
2417	WWA WC Walker & Associates Fullerton, California	$298K	$0	1	0.17%	Maintained
2418	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$297K	+$102K	1	0.04%	Increased
2419	JIP Jaffetilchin Investment Partners Tampa, Florida	$297K	-$500K	1	0.04%	Reduced
2420	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$296K	+$1.27K	1	0.19%	Increased
2421	KCM KRS Capital Management Bloomfield, Michigan	$294K	+$39.1K	1	0.41%	Increased
2422	SAA Southeast Asset Advisors Thomasville, Georgia	$294K	$0	1	0.05%	Maintained
2423	ANB Amarillo National Bank Amarillo, Texas	$293K	+$297K	1	0.07%	New
2424	WMA West Michigan Advisors Holland, Michigan	$293K	-$17.7K	1	0.26%	Reduced
2425	C Covestor London, United Kingdom	$292K	-$359K	7	0.26%	Reduced