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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
2626	WWC Waypoint Wealth Counsel Atlanta, Georgia	$282K	+$6.59K	1	0.22%	Increased
2627	CPW Cove Private Wealth Oyster Bay Cove, New York	$282K	$0	1	0.24%	Maintained
2628	RA Rise Advisors Rochester, New York	$281K	+$162K	5	0.15%	Increased
2629	AWM AAF Wealth Management Westborough, Massachusetts	$280K	-$48.8K	1	0.16%	Reduced
2630	Vise Technologies New York	$279K	-$162K	1	0.06%	Reduced
2631	GPA Guerra Pan Advisors Montclair, New Jersey	$279K	$0	1	0.26%	Maintained
2632	FDDB Fidelity D&D Bancorp Dunmore, Pennsylvania	$278K	-$3.79K	1	0.21%	Reduced
2633	LF LifeSteps Financial Claremont, California	$277K	+$263K	2	0.21%	New
2634	SAM Seelaus Asset Management Chatham, New Jersey	$277K	$0	1	0.28%	Maintained
2635	BRG Bay Rivers Group Williamsburg, Virginia	$276K	+$256K	1	0.15%	New
2636	CM Capital Management Glen Allen, Virginia	$276K	+$3.52K	1	0.05%	Increased
2637	SI Saxon Interests Houston, Texas	$276K	-$10.1K	1	0.13%	Reduced
2638	EIA Eldridge Investment Advisors Manchester, New Hampshire	$276K	$0	1	0.07%	Maintained
2639	HFP Holistic Financial Partners Indianapolis, Indiana	$276K	-$596K	1	0.14%	Reduced
2640	MFC Mechanics Financial Corp Mansfield, Ohio	$275K	$0	2	0.14%	Maintained
2641	WWP Walden Wealth Partners Beachwood, Ohio	$275K	$0	1	0.16%	Maintained
2642	Opes Wealth Management Menlo Park, California	$274K	-$13.8K	1	0.06%	Reduced
2643	JF Joule Financial Lexington, Kentucky	$274K	-$11.6K	1	0.11%	Reduced
2644	PWAM Pinnacle West Asset Management Casper, Wyoming	$273K	+$5.42K	1	0.22%	Increased
2645	Physician Wealth Advisors Midvale, Utah	$272K	-$211K	1	0.06%	Reduced
2646	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$272K	-$6.05K	1	0.24%	Reduced
2647	Nicolet Bankshares Green Bay, Wisconsin	$271K	-$67.7K	1	0.07%	Reduced
2648	Greatmark Investment Partners Columbus, Georgia	$270K	+$10.5K	1	0.04%	Increased
2649	Abacus Planning Group Columbia, South Carolina	$270K	+$250K	1	0.05%	New
2650	Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$269K	+$249K	1	0.06%	New