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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
2426	SAA Southeast Asset Advisors Thomasville, Georgia	$1.06M	$0	1	0.11%	Maintained
2427	Perpetual Ltd Sydney, New South Wales, Australia	$1.06M	-$24.2K	1	0.02%	Reduced
2428	JRPIM Journey Retirement Planning & Investment Management Ammon, Idaho	$1.05M	+$108K	1	0.82%	Increased
2429	BAM BCV Asset Management Winnipeg,	$1.05M	-$15.6K	1	0.03%	Reduced
2430	ST Sentinel Trust Houston, Texas	$1.05M	$0	1	0.09%	Maintained
2431	HFS Hopwood Financial Services Reston, Virginia	$1.05M	-$4.22K	1	0.61%	Reduced
2432	SMCM Sky-Mountain Capital Management Ketchum, Idaho	$1.05M	$0	1	0.75%	Maintained
2433	BFA Beacon Financial Advisory Cleveland, Ohio	$1.05M	-$8.65K	1	0.21%	Reduced
2434	HWM Hohimer Wealth Management Seattle, Washington	$1.05M	-$242K	1	0.1%	Reduced
2435	OL Odyssean LLC Darien, Connecticut	$1.05M	-$649K	2	0.17%	Reduced
2436	OAM Oxford Asset Management Oxford, United Kingdom	$1.05M	-$31.3K	2	0.52%	Reduced
2437	AC Aristides Capital Louisville, Kentucky	$1.05M	+$46.4K	1	0.2%	Increased
2438	IP Ignite Planners San Clemente, California	$1.04M	+$18.8K	2	0.14%	Increased
2439	BB Burford Brothers Dallas, Texas	$1.04M	-$4.58K	1	0.38%	Reduced
2440	APA Astoria Portfolio Advisors New York	$1.04M	+$204K	3	0.18%	Increased
2441	MWA Meridian Wealth Advisors Austin, Texas	$1.04M	-$178K	1	0.12%	Reduced
2442	DRW Securities Chicago, Illinois	$1.04M	-$3.05M	2	0.03%	Reduced
2443	TM TigerOak Management Albuquerque, New Mexico	$1.04M	-$5.68K	1	0.29%	Reduced
2444	BWM Bulltick Wealth Management Miami, Florida	$1.04M	+$1.08M	2	0.21%	New
2445	Advance Capital Management Southfield, Michigan	$1.03M	+$87.1K	1	0.03%	Increased
2446	PA PFW Advisors Atlanta, Georgia	$1.03M	-$60.7K	1	0.3%	Reduced
2447	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$1.03M	+$724K	2	0.23%	Increased
2448	VW Vantus Wealth Lancaster, Pennsylvania	$1.03M	+$1.03M	2	0.55%	New
2449	PA Persium Advisors Atlanta, Georgia	$1.03M	+$134K	1	0.67%	Increased
2450	T TrustBank Olney, Illinois	$1.03M	-$20.2K	1	0.35%	Reduced