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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
2701	PWS Precision Wealth Strategies Saint Louis, Missouri	$205K	+$192K	1	0.12%	New
2702	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$204K	+$195K	1	0.09%	New
2703	AC Aristides Capital Louisville, Kentucky	$204K	+$206K	1	0.12%	New
2704	WGAM Wilkinson Global Asset Management New York	$204K	+$195K	1	0.01%	New
2705	AWA Alta Wealth Advisors Woburn, Massachusetts	$203K	+$194K	1	0.12%	New
2706	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$203K	+$190K	1	0.02%	New
2707	RFN Redwood Financial Network Solon, Ohio	$203K	+$190K	1	0.19%	New
2708	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$203K	$0	1	0.08%	Maintained
2709	CPA Cowen Prime Advisors New York	$201K	$0	1	0.08%	Maintained
2710	SHJ Sharkey, Howes & Javer Denver, Colorado	$201K	+$192K	1	0.05%	New
2711	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$201K	+$186K	1	0.02%	New
2712	MA MJP Associates Farmington, Connecticut	$200K	+$191K	1	0.05%	New
2713	SAS Stelac Advisory Services New York	$198K	-$386K	1	0.07%	Reduced
2714	AWA Aaron Wealth Advisors Chicago, Illinois	$197K	+$186K	3	0.05%	New
2715	RWM Raffa Wealth Management Washington, District of Columbia	$197K	-$11.8K	3	0.07%	Reduced
2716	MIM Meridiem Investment Management London, United Kingdom	$196K	$0	1	0.01%	Maintained
2717	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$191K	$0	3	0.13%	Maintained
2718	AW Avion Wealth The Woodlands, Texas	$190K	$0	1	0.05%	Maintained
2719	CSIA Carl Stuart Investment Advisor Austin, Texas	$186K	+$178K	1	0.14%	New
2720	WA Win Advisors Palm Beach Gardens, Florida	$186K	+$174K	2	0.05%	New
2721	WFA Wellspring Financial Advisors Cleveland, Ohio	$185K	+$177K	1	0.05%	New
2722	Simon Quick Advisors Morristown, New Jersey	$184K	+$40.8K	3	0.05%	Increased
2723	NF Norwood Financial Honesdale, Pennsylvania	$181K	+$77.1K	3	0.26%	Increased
2724	RP Rowlandmiller & Partners Atlanta, Georgia	$181K	$0	1	0.04%	Maintained
2725	Bogart Wealth LLC Mclean, Virginia	$178K	-$10.8K	4	0.02%	Reduced