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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
2676	AW Atlas Wealth Cincinnati, Ohio	$246K	$0	1	0.05%	Maintained
2677	CCP Cassia Capital Partners Winston Salem, North Carolina	$246K	$0	1	0.2%	Maintained
2678	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$245K	$0	1	0.1%	Maintained
2679	MWP Meredith Wealth Planning Maryville, Illinois	$245K	+$1.87K	1	0.2%	Increased
2680	AIA AIMZ Investment Advisors Los Altos, California	$245K	$0	1	0.11%	Maintained
2681	HCMG Howard Capital Management Group Los Angeles, California	$244K	+$36.8K	1	0.03%	Increased
2682	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$244K	-$207K	1	0.02%	Reduced
2683	RP Riverwater Partners Milwaukee, Wisconsin	$244K	+$254K	1	0.22%	New
2684	PA Perennial Advisors New York	$243K	+$245K	1	0.07%	New
2685	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$243K	$0	1	0.14%	Maintained
2686	LA LexAurum Advisors Overland Park, Kansas	$243K	+$3.35K	1	0.08%	Increased
2687	Pallas Capital Advisors Braintree, Massachusetts	$243K	-$887	1	0.02%	Reduced
2688	MTIC Missouri Trust & Investment Company Springfield, Missouri	$243K	+$3.65K	2	0.16%	Increased
2689	BFA Brendel Financial Advisors Hanover, New Hampshire	$242K	+$243K	1	0.18%	New
2690	RCWM Royal Capital Wealth Management Carmel, Indiana	$242K	+$1.02K	1	0.24%	Increased
2691	CL COWA LLC Tulsa, Oklahoma	$242K	-$18.9K	1	0.2%	Reduced
2692	&Partners Nashville, Tennessee	$241K	+$10.7K	1	0.12%	Increased
2693	TFA Toth Financial Advisory Leesburg, Virginia	$241K	+$169K	3	0.04%	Increased
2694	AWM Alterna Wealth Management Houston, Texas	$241K	$0	1	0.3%	Maintained
2695	Laird Norton Wetherby Trust Company Seattle, Washington	$241K	$0	1	0.03%	Maintained
2696	FOA Five Oceans Advisors Santa Monica, California	$239K	-$185K	1	0.15%	Reduced
2697	BWP BSW Wealth Partners Boulder, Colorado	$239K	+$8.47K	1	0.05%	Increased
2698	PWM Palumbo Wealth Management Great Neck, New York	$238K	+$240K	1	0.16%	New
2699	MC Matisse Capital Portland, Oregon	$238K	$0	1	0.15%	Maintained
2700	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$238K	$0	2	0.14%	Maintained