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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
2476	SFP Sterling Financial Planning Sparta, New Jersey	$995K	$0	1	0.27%	Maintained
2477	SCI Stableford Capital II Scottsdale, Arizona	$994K	+$55.2K	1	0.34%	Increased
2478	WAG Winthrop Advisory Group Boston, Massachusetts	$994K	+$105K	2	0.07%	Increased
2479	CFA Camarda Financial Advisors Fleming Island, Florida	$994K	-$157K	1	0.3%	Reduced
2480	TP Tranquility Partners Brentwood, Tennessee	$993K	+$3.5K	2	0.34%	Increased
2481	GIP Greatmark Investment Partners Columbus, Georgia	$992K	-$7.34K	1	0.11%	Reduced
2482	CFA Churchill Financial Advisors Louisville, Kentucky	$992K	$0	2	0.19%	Maintained
2483	MHR Matthew Hamilton Rosenberg	$992K	+$100K	6	0.18%	Increased
2484	DWM Defined Wealth Management Beaverton, Oregon	$990K	+$868	2	0.51%	Increased
2485	CAM CPA Asset Management West Palm Beach, Florida	$990K	+$5.5K	1	0.29%	Increased
2486	GAA Global Assets Advisory Orlando, Florida	$990K	-$249K	2	0.22%	Reduced
2487	GWM Gilpin Wealth Management Denver, Colorado	$990K	-$31.5K	4	0.68%	Reduced
2488	MDA Minot DeBlois Advisors Boston, Massachusetts	$989K	-$3.08K	2	0.85%	Reduced
2489	GTS Securities Miami, Florida	$986K	-$1.19M	3	0.02%	Reduced
2490	IIL Income Insurance Ltd Singapore,	$985K	$0	2	0.59%	Maintained
2491	PGIM Custom Harvest Newark, New Jersey	$985K	+$198K	1	0.01%	Increased
2492	SWM Sandro Wealth Management Fairfield, New Jersey	$983K	-$890K	1	0.71%	Reduced
2493	MWAM Manhattan West Asset Management Los Angeles, California	$980K	+$3.43K	2	0.16%	Increased
2494	DWM Darwin Wealth Management Tampa, Florida	$978K	+$19.8K	3	0.27%	Increased
2495	PNFS PW Nova Financial Services Newtown, Pennsylvania	$977K	+$917	1	0.21%	Increased
2496	CCM Canal Capital Management Richmond, Virginia	$977K	-$20.7K	2	0.12%	Reduced
2497	CP Canopy Partners Cincinnati, Ohio	$977K	-$7.49K	2	0.29%	Reduced
2498	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$973K	+$398K	2	0.09%	Increased
2499	OW Olistico Wealth Tulsa, Oklahoma	$970K	$0	2	0.41%	Maintained
2500	TF Tompkins Financial Ithaca, New York	$969K	-$147K	2	0.07%	Reduced