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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
2651	TPW TOP Private Wealth Glastonbury, Connecticut	$816K	+$789K	1	0.78%	New
2652	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$815K	+$62.4K	2	0.15%	Increased
2653	EFG Everest Financial Group Minneapolis, Minnesota	$815K	+$788K	1	0.11%	New
2654	UWM Urban Wealth Management El Segundo, California	$813K	+$28.3K	1	0.71%	Increased
2655	CIAM Caitong International Asset Management Hong Kong	$813K	-$15.7K	7	0.11%	Reduced
2656	UCMOK United Capital Management of KS Salina, Kansas	$813K	+$269K	2	0.11%	Increased
2657	BSTWA Blake Schutter Theil Wealth Advisors Dayton, Ohio	$812K	$0	1	0.55%	Maintained
2658	SIA Sage Investment Advisers Wappingers Falls, New York	$808K	-$200K	2	0.54%	Reduced
2659	SFS Sharp Financial Services Horsham, Pennsylvania	$806K	-$191K	1	0.37%	Reduced
2660	PCS Private Client Services Louisville, Kentucky	$805K	-$14.9K	1	0.21%	Reduced
2661	HC Hara Capital Bellevue, Washington	$804K	$0	1	0.42%	Maintained
2662	WPA West Paces Advisors Atlanta, Georgia	$804K	+$70.9K	4	0.13%	Increased
2663	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$803K	-$9.54K	1	0.24%	Reduced
2664	PFT Providence First Trust Scottsdale, Arizona	$802K	-$563K	1	0.22%	Reduced
2665	SWM Steinberganna Wealth Management Huntington, New York	$800K	+$1.15K	1	0.33%	Increased
2666	CL CLG LLC Long Beach, California	$800K	-$28.2K	2	0.18%	Reduced
2667	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$800K	+$92.6K	2	0.2%	Increased
2668	CSA Cottage Street Advisors Marion, Massachusetts	$798K	+$5.13K	1	0.31%	Increased
2669	First Eagle Investment Management New York	$797K	-$4.54M	1	0%	Reduced
2670	PCP Panoramic Capital Partners Lake Oswego, Oregon	$797K	-$423	2	0.38%	Reduced
2671	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$796K	+$232K	2	0.04%	Increased
2672	EWS Eagle Wealth Strategies West Deptford, New Jersey	$794K	-$4.77K	2	0.3%	Reduced
2673	DAM Diamant Asset Management Ridgefield, Connecticut	$793K	+$539K	1	0.54%	Increased
2674	FMN Financial Management Network Mission Viejo, California	$793K	+$337K	2	0.11%	Increased
2675	AWA Artemis Wealth Advisors New York	$790K	+$2.75K	1	0.09%	Increased