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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	SMA Sage Mountain Advisors Atlanta, Georgia	$275K	+$257K	1	0.06%	New
2652	XS XR Securities Chicago, Illinois	$275K	-$135K	1	0.03%	Reduced
2653	CAC Certified Advisory Corp Altamonte Springs, Florida	$275K	-$43.4K	1	0.05%	Reduced
2654	VBFG Vishria Bird Financial Group Memphis, Tennessee	$275K	$0	1	0.19%	Maintained
2655	CWS Cypress Wealth Services Palm Desert, California	$274K	+$262K	1	0.09%	New
2656	SC Steph & Co Marinette, Wisconsin	$274K	$0	2	0.17%	Maintained
2657	HT Headlands Technologies Chicago, Illinois	$271K	+$293K	2	0.21%	New
2658	LSA Lion Street Advisors Austin, Texas	$270K	+$286K	1	0.14%	New
2659	Cohen & Steers New York	$270K	$0	1	0%	Maintained
2660	TFS TrustCore Financial Services Brentwood, Tennessee	$270K	-$46.1K	3	0.02%	Reduced
2661	VWMG Virginia Wealth Management Group Virginia Beach, Virginia	$269K	$0	1	0.19%	Maintained
2662	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$269K	-$9.5K	2	0.18%	Reduced
2663	RIS Retirement Income Solutions Ann Arbor, Michigan	$268K	+$250K	1	0.09%	New
2664	MWP Meridian Wealth Partners Exton, Pennsylvania	$268K	+$11.9K	1	0.06%	Increased
2665	PSF Pacific Sun Financial Los Angeles, California	$268K	$0	1	0.19%	Maintained
2666	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$267K	$0	1	0.12%	Maintained
2667	RCI RS Crum Inc Newport Beach, California	$266K	-$19.9K	1	0.12%	Reduced
2668	GWM Greenhouse Wealth Management Westport, Connecticut	$266K	$0	1	0.27%	Maintained
2669	NWA Navis Wealth Advisors Rye Brook, New York	$266K	+$248K	1	0.38%	New
2670	CRI Colonial River Investments Midlothian, Virginia	$266K	+$1.04K	1	0.17%	Increased
2671	WB West Bancorporation West Des Moines, Iowa	$265K	-$10.7K	1	0.2%	Reduced
2672	MFG Monumental Financial Group Rockville, Maryland	$265K	+$287K	1	0.21%	New
2673	EFL ERn Financial LLC Middleton, Wisconsin	$264K	-$86K	1	0.06%	Reduced
2674	PWA Physician Wealth Advisors Midvale, Utah	$264K	$0	1	0.07%	Maintained
2675	SRSA S.R. Schill & Associates Mercer Island, Washington	$264K	+$246K	1	0.13%	New