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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	EWM Elite Wealth Management Kirkland, Washington	$276K	-$91	1	0.02%	Reduced
2452	NEAM New England Asset Management Farmington, Connecticut	$276K	-$192K	2	0%	Reduced
2453	CWA Canvas Wealth Advisors Shawnee, Kansas	$275K	+$28.4K	1	0.12%	Increased
2454	EBT Enterprise Bank & Trust Lowell, Massachusetts	$274K	+$9.23K	1	0.14%	Increased
2455	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$273K	+$953	1	0.08%	Increased
2456	LAS LWM Advisory Services Plantation, Florida	$273K	+$16.8K	1	0.31%	Increased
2457	MRCM M&R Capital Management Summit, New Jersey	$271K	$0	2	0.08%	Maintained
2458	CCM Canal Capital Management Richmond, Virginia	$269K	-$3.71K	1	0.08%	Reduced
2459	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$268K	-$5.36K	2	0.26%	Reduced
2460	HIG Heritage Investment Group Pompano Beach, Florida	$268K	+$6.16K	1	0.17%	Increased
2461	Plancorp LLC Saint Louis, Missouri	$267K	-$4.43K	1	0.02%	Reduced
2462	TFS TrustCore Financial Services Brentwood, Tennessee	$267K	+$21.2K	4	0.03%	Increased
2463	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$266K	-$509K	1	0.08%	Reduced
2464	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$265K	+$10.9K	1	0.17%	Increased
2465	RIM Rockbridge Investment Management Syracuse, New York	$265K	-$12.3K	1	0.06%	Reduced
2466	TLP Trinity Legacy Partners Houston, Texas	$264K	-$44.3K	1	0.11%	Reduced
2467	T TNF Billings, Montana	$262K	$0	1	0.13%	Maintained
2468	CAC Certified Advisory Corp Altamonte Springs, Florida	$261K	+$42K	1	0.06%	Increased
2469	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$261K	$0	1	0.12%	Maintained
2470	RCA Ranch Capital Advisors Sarasota, Florida	$261K	+$3.17K	1	0.21%	Increased
2471	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$261K	-$815	1	0.11%	Reduced
2472	ACM AUA Capital Management Camp Hill, Pennsylvania	$260K	-$32.9K	2	0.17%	Reduced
2473	APW Austin Private Wealth Austin, Texas	$259K	+$8.42K	1	0.05%	Increased
2474	DAM Doheny Asset Management Los Angeles, California	$259K	+$286K	1	0.26%	New
2475	MSR Main Street Research Lakeville, Connecticut	$259K	-$272	1	0.06%	Reduced