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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	PWM Palumbo Wealth Management Great Neck, New York	$300K	+$798	1	0.12%	Increased
2727	IWM Integris Wealth Management Monterey, California	$300K	+$282K	1	0.08%	New
2728	BDL Bey-Douglas LLC Marietta, Georgia	$300K	+$9.01K	1	0.26%	Increased
2729	WPW Watershed Private Wealth Oak Brook, Illinois	$299K	$0	1	0.12%	Maintained
2730	LSA Lansing Street Advisors Ambler, Pennsylvania	$298K	+$2.74K	1	0.11%	Increased
2731	JF JSF Financial Los Angeles, California	$297K	$0	1	0.09%	Maintained
2732	MCM McRae Capital Management Morristown, New Jersey	$297K	$0	1	0.06%	Maintained
2733	GCM Gallacher Capital Management Lone Tree, Colorado	$297K	-$406K	1	0.14%	Reduced
2734	GCM Gibraltar Capital Management Tulsa, Oklahoma	$295K	-$19K	1	0.13%	Reduced
2735	WRM Weybosset Research & Management Province, Rhode Island	$295K	-$7.41K	1	0.1%	Reduced
2736	SWP Summit Wealth Partners Orlando, Florida	$295K	$0	1	0.06%	Maintained
2737	CG Clarus Group Houston, Texas	$294K	-$14.3K	1	0.12%	Reduced
2738	OFW Omnia Family Wealth Aventura, Florida	$293K	+$22.9K	1	0.13%	Increased
2739	LC Landaas & Company Milwaukee, Wisconsin	$292K	-$1.6K	1	0.08%	Reduced
2740	RI Redwood Investments Boston, Massachusetts	$292K	$0	1	0.09%	Maintained
2741	BFA Buttonwood Financial Advisors Baltimore, Maryland	$291K	$0	1	0.13%	Maintained
2742	BFAG Blackston Financial Advisory Group The Villages, Florida	$291K	+$9.81K	1	0.15%	Increased
2743	I INVST Indianapolis, Indiana	$291K	-$4.33K	1	0.04%	Reduced
2744	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$290K	$0	1	0.02%	Maintained
2745	MIM MTM Investment Management Spartanburg, South Carolina	$290K	$0	1	0.11%	Maintained
2746	BWA Bordeaux Wealth Advisors Menlo Park, California	$289K	+$272K	1	0.05%	New
2747	HB Horizon Bancorp Michigan City, Indiana	$288K	-$2.62K	3	0.13%	Reduced
2748	VCAM Van Cleef Asset Management Beachwood, Ohio	$288K	$0	1	0.03%	Maintained
2749	BC Bridgefront Capital Austin, Texas	$288K	-$1.64M	1	0.11%	Reduced
2750	MWM Mosley Wealth Management Anaheim, California	$287K	+$260K	1	0.2%	New