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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	ZIG Zuckerman Investment Group Chicago, Illinois	$255K	-$522K	1	0.04%	Reduced
2702	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$255K	+$246K	2	0.22%	New
2703	BAM Blueshift Asset Management Red Bank, New Jersey	$254K	-$1.21M	1	0.12%	Reduced
2704	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$254K	+$564	3	0.12%	Increased
2705	I INVST Indianapolis, Indiana	$254K	-$7.3K	1	0.04%	Reduced
2706	WFG Wills Financial Group Richmond, Virginia	$254K	+$3.76K	1	0.14%	Increased
2707	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$252K	$0	1	0.11%	Maintained
2708	PIM Perpetual Investment Management Sydney, Australia	$252K	$0	1	0.03%	Maintained
2709	DA Detalus Advisors St. Louis, Missouri	$251K	+$234K	1	0.12%	New
2710	WFPG Waller Financial Planning Group Columbus, Ohio	$251K	-$2.61K	1	0.07%	Reduced
2711	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$251K	$0	1	0.13%	Maintained
2712	EFG Everhart Financial Group Dublin, Ohio	$250K	+$233K	1	0.13%	New
2713	MWP Meredith Wealth Planning Maryville, Illinois	$250K	+$233K	1	0.22%	New
2714	ACP Arcus Capital Partners Atlanta, Georgia	$250K	+$235K	2	0.1%	New
2715	TDC Thompson Davis & Co Richmond, Virginia	$250K	-$7.83K	1	0.36%	Reduced
2716	CWM Campbell Wealth Management Alexandria, Virginia	$249K	-$4.06K	1	0.03%	Reduced
2717	I2I Insight 2811 Inc Chicago, Illinois	$249K	+$238K	1	0.15%	New
2718	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$249K	+$236K	3	0.35%	New
2719	AWM Alterna Wealth Management Houston, Texas	$248K	$0	1	0.28%	Maintained
2720	Laird Norton Wetherby Trust Company Seattle, Washington	$248K	+$231K	1	0.04%	New
2721	RWPA Richard W. Paul & Associates Novi, Michigan	$248K	+$231K	3	0.12%	New
2722	MTIC Missouri Trust & Investment Company Springfield, Missouri	$247K	$0	2	0.15%	Maintained
2723	LA LexAurum Advisors Overland Park, Kansas	$247K	$0	1	0.09%	Maintained
2724	KA KLCM Advisors Milwaukee, Wisconsin	$246K	+$229K	1	0.05%	New
2725	CPA Cowen Prime Advisors New York	$246K	$0	1	0.1%	Maintained