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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
2551	CWP CFM Wealth Partners Austin, Texas	$216K	$0	1	0.05%	Maintained
2552	RF Resolute Financial Newburyport, Massachusetts	$216K	+$219K	1	0.16%	New
2553	WFG Wills Financial Group Richmond, Virginia	$216K	$0	1	0.09%	Maintained
2554	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$215K	$0	1	0.09%	Maintained
2555	BOH Bank of Hawaii Honolulu, Hawaii	$215K	$0	1	0.01%	Maintained
2556	Mather Group Chicago, Illinois	$215K	+$207K	1	0%	New
2557	SI Saxon Interests Houston, Texas	$215K	+$206K	1	0.12%	New
2558	Summit Financial Parsippany, New Jersey	$214K	+$206K	1	0.02%	New
2559	APW Austin Private Wealth Austin, Texas	$214K	+$217K	1	0.04%	New
2560	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$214K	$0	1	0.09%	Maintained
2561	SC Solstein Capital Menlo Park, California	$214K	$0	3	0.13%	Maintained
2562	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$214K	$0	1	0.08%	Maintained
2563	T TNF Billings, Montana	$214K	+$198K	1	0.09%	New
2564	BFA Brendel Financial Advisors Hanover, New Hampshire	$213K	+$215K	1	0.11%	New
2565	FFA Freedman Financial Associates Peabody, Massachusetts	$213K	-$1.05K	1	0.15%	Reduced
2566	JFS JD Financial Services Carlisle, Pennsylvania	$213K	$0	1	0.18%	Maintained
2567	SCA Southern Capital Advisors Jackson, Tennessee	$213K	+$216K	1	0.13%	New
2568	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$211K	+$523	3	0.11%	Increased
2569	VCAM Van Cleef Asset Management Beachwood, Ohio	$211K	+$203K	1	0.03%	New
2570	GCM Gibraltar Capital Management Tulsa, Oklahoma	$210K	$0	1	0.1%	Maintained
2571	PAM PVG Asset Management Golden, Colorado	$209K	+$212K	1	0.77%	New
2572	HIM Hotaling Investment Management Wayne, Pennsylvania	$209K	+$87	1	0.07%	Increased
2573	Trillium Asset Management Boston, Massachusetts	$209K	-$21.3K	1	0%	Reduced
2574	Fenimore Asset Management Cobleskill, New York	$208K	$0	1	0%	Maintained
2575	KA KLCM Advisors Milwaukee, Wisconsin	$207K	-$29.7K	1	0.05%	Reduced