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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	BFA Buttonwood Financial Advisors Baltimore, Maryland	$241K	$0	1	0.11%	Maintained
2727	OFS OneAscent Financial Services Birmingham, Alabama	$241K	-$1.34K	1	0.03%	Reduced
2728	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$240K	$0	1	0.02%	Maintained
2729	Apella Capital West Hartford, Connecticut	$240K	+$21.3K	1	0.01%	Increased
2730	FFG Fortem Financial Group Palm Desert, California	$240K	-$58.9K	1	0.1%	Reduced
2731	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$239K	-$620	1	0.11%	Reduced
2732	ONST Old North State Trust Greensboro, North Carolina	$239K	-$1.37K	1	0.21%	Reduced
2733	WWP Walden Wealth Partners Beachwood, Ohio	$239K	-$22.8K	1	0.13%	Reduced
2734	HCM Hollencrest Capital Management Newport Beach, California	$239K	+$5.62K	4	0.01%	Increased
2735	PCWA Pacific Capital Wealth Advisors Corona, California	$239K	+$25.8K	3	0.04%	Increased
2736	GL Gerber LLC Columbus, Ohio	$239K	+$2.27K	1	0.19%	Increased
2737	Sax Wealth Advisors Parsippany, New Jersey	$239K	+$246K	1	0.02%	New
2738	WP WealthPLAN Partners Omaha, Nebraska	$239K	-$12K	1	0.03%	Reduced
2739	APW Aurora Private Wealth Rockaway, New Jersey	$238K	-$20.6K	1	0.21%	Reduced
2740	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$238K	+$204K	2	0.07%	Increased
2741	Bank Julius Baer & Co Zurich, Switzerland	$238K	-$8.68M	1	0%	Reduced
2742	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$238K	-$24.5K	3	0.1%	Reduced
2743	VCAM Van Cleef Asset Management Beachwood, Ohio	$238K	$0	1	0.03%	Maintained
2744	WR WD Rutherford Portland, Oregon	$238K	-$135K	1	0.12%	Reduced
2745	DL DOHJ LLC Seattle, Washington	$237K	-$55.1K	1	0.06%	Reduced
2746	TLP Trinity Legacy Partners Houston, Texas	$237K	-$2.78M	1	0.07%	Reduced
2747	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$236K	$0	2	0.21%	Maintained
2748	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$236K	+$215K	1	0.13%	New
2749	BWP BSW Wealth Partners Boulder, Colorado	$236K	$0	1	0.04%	Maintained
2750	VWA Visionary Wealth Advisors O'fallon, Illinois	$235K	+$2.17K	1	0.02%	Increased