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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	KCPG Kavar Capital Partners Group Leawood, Kansas	$216K	+$1.47K	1	0.05%	Increased
2752	HP Hyperion Partners Berwyn, Pennsylvania	$216K	$0	1	0.18%	Maintained
2753	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$216K	+$31.9K	5	0.08%	Increased
2754	NCM Northwest Capital Management Lake Oswego, Oregon	$216K	+$216K	5	0.09%	New
2755	Bogart Wealth LLC Mclean, Virginia	$215K	+$34.1K	5	0.01%	Increased
2756	ACP Arcus Capital Partners Atlanta, Georgia	$215K	+$1.08K	1	0.06%	Increased
2757	MM MQS Management New York	$215K	-$780K	1	0.15%	Reduced
2758	JSAM J. Safra Asset Management New York	$214K	$0	1	0.03%	Maintained
2759	SWM Sugarloaf Wealth Management Duluth, Georgia	$214K	+$43.3K	2	0.05%	Increased
2760	LF Lantz Financial Naperville, Illinois	$214K	+$6.07K	1	0.08%	Increased
2761	ZF Zhang Financial Portage, Michigan	$214K	$0	1	0.02%	Maintained
2762	AWM Aspire Wealth Management Waltham, Massachusetts	$214K	$0	1	0.16%	Maintained
2763	OMIC Old Mission Investment Co Traverse City, Michigan	$214K	$0	1	0.08%	Maintained
2764	HW Hamilton Wealth Encino, California	$213K	+$213K	1	0.07%	New
2765	FFA Fi3 Financial Advisors Indianapolis, Indiana	$212K	+$3.23K	1	0.11%	Increased
2766	SCM Seascape Capital Management Portsmouth, New Hampshire	$212K	-$587	1	0.1%	Reduced
2767	CBB Citizens Business Bank Ontario, California	$211K	$0	1	0.05%	Maintained
2768	CFC Client First Capital San Diego, California	$211K	$0	1	0.16%	Maintained
2769	CSA Cottage Street Advisors Marion, Massachusetts	$210K	-$13.3K	1	0.15%	Reduced
2770	AW Avion Wealth The Woodlands, Texas	$210K	+$14.4K	4	0.06%	Increased
2771	SOS Silver Oak Securities Jackson, Tennessee	$210K	-$424K	1	0.03%	Reduced
2772	UIA Ulland Investment Advisors Minneapolis, Minnesota	$210K	$0	1	0.22%	Maintained
2773	MIM MTM Investment Management Spartanburg, South Carolina	$210K	$0	1	0.1%	Maintained
2774	ASA Armstrong Shaw Associates New Canaan, Connecticut	$209K	$0	1	0.21%	Maintained
2775	AIS AM Investment Strategies Chattanooga, Tennessee	$209K	+$194K	1	0.07%	New