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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
2751	BWP BSW Wealth Partners Boulder, Colorado	$237K	+$221K	1	0.05%	New
2752	RFG RFP Financial Group Atlanta, Georgia	$236K	+$220K	3	0.11%	New
2753	BF Brogan Financial Knoxville, Tennessee	$235K	+$224K	1	0.21%	New
2754	HWM Hemington Wealth Management Falls Church, Virginia	$234K	$0	1	0.1%	Maintained
2755	D Diversified Wilmington, Delaware	$234K	+$218K	1	0.09%	New
2756	AA Aire Advisors Beverly Hills, California	$233K	-$13.3K	1	0.07%	Reduced
2757	CF CNA Financial Chicago, Illinois	$231K	-$170K	1	0.14%	Reduced
2758	ACM Antonetti Capital Management Naples, Florida	$231K	-$21.9K	1	0.32%	Reduced
2759	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$230K	+$215K	1	0.23%	New
2760	CWP Core Wealth Partners Santa Rosa, California	$230K	+$279K	1	0.26%	New
2761	JWM Janiczek Wealth Management Denver, Colorado	$230K	-$19.4K	5	0.06%	Reduced
2762	T TNF Billings, Montana	$229K	-$5.74K	1	0.1%	Reduced
2763	WGAM Wilkinson Global Asset Management New York	$228K	+$213K	1	0.02%	New
2764	MCM McRae Capital Management Morristown, New Jersey	$228K	+$212K	1	0.07%	New
2765	SFA Semmax Financial Advisors Winston Salem, North Carolina	$227K	-$12.9K	1	0.09%	Reduced
2766	EWM Endowment Wealth Management Appleton, Wisconsin	$227K	+$212K	1	0.25%	New
2767	AIM Aigen Investment Management New York	$227K	-$7.08M	1	0.03%	Reduced
2768	Kayne Anderson Rudnick Investment Management Los Angeles, California	$227K	$0	3	0%	Maintained
2769	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$226K	+$211K	1	0.07%	New
2770	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$226K	+$211K	1	0.03%	New
2771	TWA Tandem Wealth Advisors Phoenix, Arizona	$225K	+$210K	1	0.14%	New
2772	FIM FWL Investment Management Dallas, Texas	$225K	+$215K	1	0.17%	New
2773	EHAM Eagle Harbor Asset Management Seattle, Washington	$224K	-$65.8K	1	0.33%	Reduced
2774	HFM Hartford Funds Management Wayne, Pennsylvania	$224K	+$209K	1	0.02%	New
2775	Pallas Capital Advisors Braintree, Massachusetts	$224K	-$376	1	0.02%	Reduced