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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	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$259K	$0	2	0.36%	Maintained
2452	IAG Investmark Advisory Group Shelton, Connecticut	$259K	+$264K	2	0.24%	New
2453	1WM 1900 Wealth Management San Antonio, Texas	$258K	$0	1	0.02%	Maintained
2454	BAM Bosun Asset Management Chicago, Illinois	$258K	+$261K	1	0.23%	New
2455	MC Mathes Company New York	$258K	-$8.71K	1	0.09%	Reduced
2456	RCWM Royal Capital Wealth Management Carmel, Indiana	$258K	+$268K	1	0.25%	New
2457	SHGA Sand Hill Global Advisors Palo Alto, California	$258K	+$43.5K	1	0.01%	Increased
2458	SWM Shelton Wealth Management Fort Worth, Texas	$258K	+$251K	1	0.2%	New
2459	WAG Winthrop Advisory Group Boston, Massachusetts	$258K	-$4.62K	1	0.05%	Reduced
2460	LAM L2 Asset Management Wayland, Massachusetts	$257K	+$248K	1	0.18%	New
2461	Plancorp LLC Saint Louis, Missouri	$257K	-$2.35K	1	0.02%	Reduced
2462	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$257K	-$85.3K	1	0.25%	Reduced
2463	FAM Flaharty Asset Management Clearwater, Florida	$256K	-$3.92K	1	0.05%	Reduced
2464	FI Finivi Inc Westborough, Massachusetts	$255K	+$258K	1	0.27%	New
2465	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$254K	$0	1	0.03%	Maintained
2466	TLP Trinity Legacy Partners Houston, Texas	$254K	$0	1	0.09%	Maintained
2467	AF Affiance Financial St. Louis Park, Minnesota	$253K	$0	1	0.11%	Maintained
2468	CP Coho Partners Berwyn, Pennsylvania	$253K	$0	1	0%	Maintained
2469	HCM Hengehold Capital Management Cincinnati, Ohio	$253K	+$745	1	0.03%	Increased
2470	QWM Quaker Wealth Management Moorestown, New Jersey	$253K	+$256K	1	0.11%	New
2471	RM Resource Management Metairie, Louisiana	$253K	$0	1	0.03%	Maintained
2472	RiverFront Investment Group Richmond, Virginia	$253K	-$5.13M	1	0.01%	Reduced
2473	RSS Rosenblum Silverman Sutton San Francisco, California	$253K	-$74.9K	1	0.06%	Reduced
2474	CA Carson Advisory Athens, Georgia	$252K	+$255K	1	0.26%	New
2475	MGAM McGowan Group Asset Management Dallas, Texas	$252K	+$87	1	0.04%	Increased