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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	BFA Buttonwood Financial Advisors Baltimore, Maryland	$237K	$0	1	0.15%	Maintained
2702	NRC New Republic Capital Charlotte, North Carolina	$237K	+$237K	1	0.16%	New
2703	LC Landaas & Company Milwaukee, Wisconsin	$236K	-$11.7K	1	0.1%	Reduced
2704	AW Atlas Wealth Cincinnati, Ohio	$236K	$0	1	0.04%	Maintained
2705	FBT First Bank & Trust Brookings, South Dakota	$235K	-$694K	1	0.06%	Reduced
2706	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$235K	-$490	2	0.13%	Reduced
2707	MC Matisse Capital Portland, Oregon	$235K	$0	1	0.15%	Maintained
2708	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$235K	$0	1	0.09%	Maintained
2709	CWM Campbell Wealth Management Alexandria, Virginia	$234K	-$227K	1	0.03%	Reduced
2710	PWAM Pinnacle West Asset Management Casper, Wyoming	$234K	+$5.09K	1	0.23%	Increased
2711	LAM LifePro Asset Management San Diego, California	$232K	+$36.9K	1	0.18%	Increased
2712	Capula Management Grand Cayman, Cayman Islands	$232K	-$1.69M	1	0.01%	Reduced
2713	TFA Toth Financial Advisory Leesburg, Virginia	$231K	-$9.16K	3	0.03%	Reduced
2714	SHFA SC&H Financial Advisors Sparks, Maryland	$231K	-$454	1	0.08%	Reduced
2715	AFG ABLE Financial Group Scottsdale, Arizona	$231K	+$11.8K	1	0.12%	Increased
2716	BWP BSW Wealth Partners Boulder, Colorado	$230K	-$8.42K	1	0.05%	Reduced
2717	GHA GW Henssler & Associates Kennesaw, Georgia	$230K	-$58.9K	1	0.02%	Reduced
2718	HCMG Howard Capital Management Group Los Angeles, California	$229K	-$15.7K	1	0.02%	Reduced
2719	AWP Accretive Wealth Partners Parsippany, New Jersey	$228K	$0	1	0.14%	Maintained
2720	First Pacific Advisors El Segundo, California	$228K	+$227K	1	0%	New
2721	World Investment Advisors Santa Barbara, California	$228K	+$228K	1	0.04%	New
2722	PWM Palumbo Wealth Management Great Neck, New York	$227K	-$11K	1	0.14%	Reduced
2723	PSF Pacific Sun Financial Los Angeles, California	$226K	+$222K	1	0.15%	New
2724	CW Channel Wealth Santa Barbara, California	$226K	-$4.89K	1	0.13%	Reduced
2725	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$226K	+$1.18K	1	0.19%	Increased