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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	$356K	$0	1	0.05%	Maintained
2427	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$356K	$0	1	0.21%	Maintained
2428	BI Ballast Inc Lexington, Kentucky	$355K	$0	1	0.14%	Maintained
2429	WAM Westport Asset Management Southport, Connecticut	$355K	$0	1	0.16%	Maintained
2430	Cohen & Steers New York	$353K	$0	1	0%	Maintained
2431	FRM Fox Run Management Greenwich, Connecticut	$350K	+$72.7K	1	0.19%	Increased
2432	CCM Canal Capital Management Richmond, Virginia	$349K	+$20.6K	1	0.09%	Increased
2433	HHGA Halbert Hargrove Global Advisors Long Beach, California	$349K	+$6.16K	1	0.02%	Increased
2434	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$349K	+$28.4K	1	0.36%	Increased
2435	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$346K	-$35.9K	1	0.33%	Reduced
2436	LPWM Lake Point Wealth Management Rockwall, Texas	$346K	-$17.2K	2	0.16%	Reduced
2437	MGAM McGowan Group Asset Management Dallas, Texas	$346K	+$53.4K	1	0.05%	Increased
2438	WAM Worth Asset Management Dallas, Texas	$346K	+$336K	4	0.23%	New
2439	CA Calton & Associates Tampa, Florida	$345K	+$68.8K	1	0.1%	Increased
2440	TFCP Twin Focus Capital Partners Boston, Massachusetts	$343K	+$9.57K	1	0.07%	Increased
2441	WAG Winthrop Advisory Group Boston, Massachusetts	$343K	+$44.6K	1	0.07%	Increased
2442	FFWM Future Financial Wealth Management Cincinnati, Ohio	$342K	+$24.8K	2	0.28%	Increased
2443	ICM Infini Capital Management Central, Hong Kong	$342K	+$327K	1	0.68%	New
2444	IMF Infini Master Fund Hong Kong	$342K	+$327K	1	0.68%	New
2445	MIP Marietta Investment Partners Milwaukee, Wisconsin	$341K	$0	1	0.08%	Maintained
2446	AC Avenir Corporation Alexandria, Virginia	$338K	+$1.16K	1	0.03%	Increased
2447	SFO Stokes Family Office New Orleans, Louisiana	$337K	+$10.3K	1	0.04%	Increased
2448	EWM Elite Wealth Management Kirkland, Washington	$335K	-$66.3K	1	0.05%	Reduced
2449	NA Navellier & Associates Reno, Nevada	$335K	+$12K	1	0.06%	Increased
2450	AMC Asset Management Corp Northbrook, Illinois	$334K	+$31.4K	1	0.17%	Increased