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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
2451	OL OneFund LLC Saint Petersburg, Florida	$1.03M	-$7.65K	3	0.58%	Reduced
2452	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$1.03M	-$202K	5	0.52%	Reduced
2453	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.03M	+$26.4K	1	0%	Increased
2454	RI Rinkey Investments San Diego, California	$1.03M	-$106K	1	0.24%	Reduced
2455	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$1.03M	+$1.16M	1	0.09%	New
2456	ICP Impact Capital Partners Greenwood Village, Colorado	$1.03M	-$75.6K	3	0.28%	Reduced
2457	PCG PFC Capital Group Los Angeles, California	$1.02M	+$45.8K	1	0.39%	Increased
2458	CCA Coign Capital Advisors Draper, Utah	$1.02M	+$9.91K	2	0.46%	Increased
2459	IHL Investment House LLC Redondo Beach, California	$1.02M	$0	1	0.05%	Maintained
2460	HI Hudock Inc Williamsport, Pennsylvania	$1.01M	-$223K	1	0.13%	Reduced
2461	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$1.01M	-$74.1K	5	0.21%	Reduced
2462	FCA Fortis Capital Advisors Prairie Village, Kansas	$1.01M	-$748K	1	0.11%	Reduced
2463	NCM NCM Capital Management Ramsey, New Jersey	$1.01M	+$55K	1	0.31%	Increased
2464	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$1.01M	+$975K	1	0.42%	New
2465	SEP Signature Equity Partners Columbus, Ohio	$1.01M	-$33.1K	6	0.46%	Reduced
2466	SRA Secured Retirement Advisors St Louis Park, Minnesota	$1M	-$361K	1	0.52%	Reduced
2467	BOH Bank of Hawaii Honolulu, Hawaii	$1M	-$74.4K	1	0.05%	Reduced
2468	CST Charles Schwab Trust Henderson, Nevada	$1M	+$969K	1	0.06%	New
2469	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$999K	+$1.1M	2	0.66%	New
2470	CUAMC China Universal Asset Management Company Shanghai, China	$998K	+$264K	1	0.06%	Increased
2471	HAS HBW Advisory Services Simi Valley, California	$998K	+$96.6K	1	0.09%	Increased
2472	CAWM Capital Advisors Wealth Management Yakima, Washington	$998K	-$33K	2	0.12%	Reduced
2473	SP Symmetry Partners Glastonbury, Connecticut	$997K	+$70.7K	2	0.05%	Increased
2474	NSB Norway Savings Bank Portland, Maine	$996K	-$4.7K	2	0.42%	Reduced
2475	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$996K	-$79K	2	0.2%	Reduced