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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	SC Solstein Capital Menlo Park, California	$396K	+$135K	3	0.33%	Increased
2477	WP WealthPLAN Partners Omaha, Nebraska	$395K	+$367K	1	0.03%	New
2478	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$394K	-$63.8K	1	0.15%	Reduced
2479	PEAK6 Investments Chicago, Illinois	$393K	-$7.27M	3	0%	Reduced
2480	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$393K	+$1.88K	1	0.58%	Increased
2481	WBC West Branch Capital Amherst, Massachusetts	$393K	+$24.7K	2	0.24%	Increased
2482	WIM WealthPlan Investment Management Omaha, Nebraska	$392K	+$68.6K	1	0.03%	Increased
2483	CC Cipher Capital New York	$391K	-$5.04M	1	0.07%	Reduced
2484	SBL Sargent Bickham Lagudis Boulder, Colorado	$391K	-$3.91K	3	0.03%	Reduced
2485	MSA Marino Stram & Associates Braintree, Massachusetts	$387K	-$3.86K	1	0.12%	Reduced
2486	CM Columbus Macro New Castle, Pennsylvania	$385K	+$27.1K	1	0.15%	Increased
2487	SGI Summit Global Investments Bountiful, Utah	$384K	+$114K	1	0.03%	Increased
2488	LCM Leisure Capital Management Costa Mesa, California	$384K	+$4.42K	1	0.2%	Increased
2489	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$383K	-$2.16K	1	0.07%	Reduced
2490	CWM Centric Wealth Management Chicago, Illinois	$381K	$0	1	0.19%	Maintained
2491	Chilton Capital Management Houston, Texas	$379K	-$1.6K	1	0.02%	Reduced
2492	BC Bowman & Company Oshkosh, Wisconsin	$379K	-$175K	1	0.29%	Reduced
2493	Klingman & Associates New York	$378K	+$1.13K	1	0.03%	Increased
2494	ACP Aveo Capital Partners Englewood, Colorado	$378K	-$19K	1	0.06%	Reduced
2495	CAM CPA Asset Management West Palm Beach, Florida	$377K	+$352K	1	0.29%	New
2496	SWM Silverlake Wealth Management Williston, Vermont	$377K	+$107K	1	0.24%	Increased
2497	CI Carroll Investors Mt Pleasant, South Carolina	$377K	$0	1	0.4%	Maintained
2498	KA Kozak & Associates Highlands Ranch, Colorado	$377K	+$94	3	0.19%	Increased
2499	FF Fluent Financial Dallas, Texas	$374K	-$3.2K	1	0.22%	Reduced
2500	KCM KRS Capital Management Bloomfield, Michigan	$374K	+$10.1K	1	0.51%	Increased