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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
2726	Mondrian Investment Partners London, United Kingdom	$226K	$0	1	0%	Maintained
2727	VSQM V-Square Quantitative Management Chicago, Illinois	$226K	+$220K	1	0.16%	New
2728	APG Abacus Planning Group Columbia, South Carolina	$225K	$0	1	0.05%	Maintained
2729	Kayne Anderson Rudnick Investment Management Los Angeles, California	$225K	+$4.49K	4	0%	Increased
2730	OFP OLIO Financial Planning Mclean, Virginia	$225K	-$32.6K	1	0.11%	Reduced
2731	ETIA Epic Trust Investment Advisors Richland, Washington	$224K	+$10.9K	1	0.32%	Increased
2732	CCP Clarkston Capital Partners Rochester, Michigan	$224K	$0	1	0%	Maintained
2733	LGG Luts & Greenleigh Group Bethesda, Maryland	$224K	+$14.7K	1	0.28%	Increased
2734	SBF Sara-Bay Financial Sarasota, Florida	$223K	$0	1	0.11%	Maintained
2735	AA Aire Advisors Beverly Hills, California	$222K	+$1.15K	1	0.06%	Increased
2736	CFO Collective Family Office York, Pennsylvania	$222K	$0	1	0.09%	Maintained
2737	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$222K	-$8.03K	1	0.03%	Reduced
2738	WWP WR Wealth Planners Columbia, Missouri	$221K	-$26.1K	3	0.09%	Reduced
2739	MF Manchester Financial Westlake Village, California	$220K	+$220K	1	0.06%	New
2740	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$220K	-$5.88K	1	0.07%	Reduced
2741	BHWM Beaird Harris Wealth Management Dallas, Texas	$219K	-$6.7K	2	0.03%	Reduced
2742	WPA Winning Points Advisors Boca Raton, Florida	$219K	$0	1	0.34%	Maintained
2743	HWA Heartwood Wealth Advisors Richmond, Virginia	$219K	+$219K	1	0.03%	New
2744	GA GoalVest Advisory New York	$218K	+$200K	3	0.11%	Increased
2745	WA WP Advisors San Francisco, California	$218K	+$881	1	0.09%	Increased
2746	TCM Tradewinds Capital Management Bellingham, Washington	$217K	+$95.8K	2	0.07%	Increased
2747	WRM Weybosset Research & Management Province, Rhode Island	$217K	-$226K	1	0.08%	Reduced
2748	SWM Shelton Wealth Management Fort Worth, Texas	$217K	+$24.8K	1	0.17%	Increased
2749	AIA Arbor Investment Advisors Winston Salem, North Carolina	$217K	$0	1	0.04%	Maintained
2750	QFA Quantum Financial Advisors El Segundo, California	$217K	$0	1	0.06%	Maintained