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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
2576	VWMG Virginia Wealth Management Group Virginia Beach, Virginia	$218K	+$241K	1	0.16%	New
2577	BHWM Beaird Harris Wealth Management Dallas, Texas	$217K	+$46.8K	3	0.05%	Increased
2578	PIM Perpetual Investment Management Sydney, Australia	$217K	$0	1	0.03%	Maintained
2579	WPA Winning Points Advisors Boca Raton, Florida	$217K	$0	1	0.27%	Maintained
2580	CC Callan Capital La Jolla, California	$216K	$0	1	0.04%	Maintained
2581	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$216K	$0	1	0.1%	Maintained
2582	GWM Greenhouse Wealth Management Westport, Connecticut	$216K	-$6.79K	1	0.24%	Reduced
2583	IA Inspire Advisors Meridian, Idaho	$216K	+$31.5K	1	0.06%	Increased
2584	PBO Peoples Bank (Ohio) Marietta, Ohio	$216K	-$13.6K	1	0.14%	Reduced
2585	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$214K	$0	1	0.08%	Maintained
2586	CL CSS LLC Chicago, Illinois	$214K	-$127K	1	0.01%	Reduced
2587	HCM Harvey Capital Management Palm Beach, Florida	$214K	$0	1	0.09%	Maintained
2588	PI Pachira Investments Dana Point, California	$214K	+$476	1	0.95%	Increased
2589	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$214K	+$237K	1	0.05%	New
2590	CWA Capital Wealth Alliance Scottsdale, Arizona	$213K	-$303K	1	0.18%	Reduced
2591	SC Solstein Capital Menlo Park, California	$213K	$0	3	0.19%	Maintained
2592	SWM Silverlake Wealth Management Williston, Vermont	$213K	+$16.4K	1	0.14%	Increased
2593	CPA Cowen Prime Advisors New York	$212K	$0	1	0.12%	Maintained
2594	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$212K	$0	1	0.03%	Maintained
2595	JFA JNBA Financial Advisors Bloomington, Minnesota	$212K	-$507	4	0.03%	Reduced
2596	RMSCM R.M. Sincerbeaux Capital Management New York	$212K	$0	1	0.17%	Maintained
2597	CIC Chase Investment Counsel Charlottesville, Virginia	$211K	-$4.04M	1	0.13%	Reduced
2598	FWM FSA Wealth Management Needham, Massachusetts	$211K	+$39.1K	1	0.15%	Increased
2599	VWM Venturi Wealth Management Austin, Texas	$211K	-$144K	1	0.02%	Reduced
2600	DG DMC Group Birmingham, Alabama	$210K	+$223K	1	0.25%	New