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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	I INVST Indianapolis, Indiana	$292K	+$26.7K	1	0.05%	Increased
2427	TWM Thrive Wealth Management Audubon, Pennsylvania	$292K	+$1.54K	1	0.1%	Increased
2428	VAM Verity Asset Management Durham, North Carolina	$291K	+$322K	1	0.3%	New
2429	Accredited Investors Edina, Minnesota	$291K	-$225K	1	0.03%	Reduced
2430	EFL ERn Financial LLC Middleton, Wisconsin	$289K	+$5.7K	1	0.07%	Increased
2431	HCP Hexagon Capital Partners Rogers, Arkansas	$289K	-$755K	5	0.09%	Reduced
2432	SW Solidarity Wealth Lehi, Utah	$289K	+$289K	1	0.17%	New
2433	FSCM Front Street Capital Management Missoula, Montana	$288K	+$953	1	0.07%	Increased
2434	MGAM McGowan Group Asset Management Dallas, Texas	$286K	-$5.07K	1	0.05%	Reduced
2435	HIF Hill Island Financial Grand Rapids, Michigan	$285K	$0	1	0.13%	Maintained
2436	TA Townsend & Associates Westminster, Colorado	$285K	+$61.7K	1	0.13%	Increased
2437	EHAM Eagle Harbor Asset Management Seattle, Washington	$285K	-$26.5K	1	0.49%	Reduced
2438	SWP Summit Wealth Partners Orlando, Florida	$284K	$0	1	0.08%	Maintained
2439	ESCM Echo Street Capital Management New York	$284K	+$315K	1	0%	New
2440	EWM Endurance Wealth Management Providence, Rhode Island	$284K	+$67.7K	2	0.05%	Increased
2441	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$284K	$0	2	0.2%	Maintained
2442	TFCP Twin Focus Capital Partners Boston, Massachusetts	$284K	+$1.54K	1	0.07%	Increased
2443	AC Avenir Corporation Alexandria, Virginia	$283K	+$1.15K	1	0.03%	Increased
2444	BBNB Baker Boyer National Bank Walla Walla, Washington	$283K	-$24.1K	1	0.13%	Reduced
2445	APG Abacus Planning Group Columbia, South Carolina	$282K	+$22.4K	1	0.09%	Increased
2446	BAM Bellevue Asset Management Bellevue, Washington	$281K	+$91	4	0.22%	Increased
2447	SGI Summit Global Investments Bountiful, Utah	$278K	+$1.61K	1	0.03%	Increased
2448	WAM WNY Asset Management Williamsville, New York	$278K	+$308K	1	0.1%	New
2449	AMC Asset Management Corp Northbrook, Illinois	$277K	+$634	1	0.17%	Increased
2450	Summit Trail Advisors New York	$277K	+$21.1K	1	0.02%	Increased