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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	RWM Raffa Wealth Management Washington, District of Columbia	$235K	+$192K	4	0.07%	Increased
2752	BFA Buttonwood Financial Advisors Baltimore, Maryland	$235K	$0	1	0.11%	Maintained
2753	CG Clarus Group Houston, Texas	$234K	-$2.89K	1	0.16%	Reduced
2754	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$234K	+$216K	1	0.02%	New
2755	BDL Bey-Douglas LLC Marietta, Georgia	$234K	+$216K	1	0.22%	New
2756	PBO Peoples Bank (Ohio) Marietta, Ohio	$233K	$0	1	0.13%	Maintained
2757	AW Avion Wealth The Woodlands, Texas	$233K	+$13.2K	4	0.06%	Increased
2758	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$233K	+$216K	1	0.11%	New
2759	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$230K	+$213K	1	0.05%	New
2760	LSA Lansing Street Advisors Ambler, Pennsylvania	$230K	+$213K	1	0.1%	New
2761	FFA Fi3 Financial Advisors Indianapolis, Indiana	$230K	+$205K	1	0.11%	New
2762	BWG Berry Wealth Group Granbury, Texas	$230K	-$126K	1	0.19%	Reduced
2763	GL Gerber LLC Columbus, Ohio	$230K	+$213K	1	0.19%	New
2764	HBK Investments Dallas, Texas	$230K	+$228K	1	0%	New
2765	IPW Inlet Private Wealth Jupiter, Florida	$229K	+$212K	1	0.06%	New
2766	SageView Advisory Group Newport Beach, California	$229K	-$4.03M	1	0.01%	Reduced
2767	BWP BSW Wealth Partners Boulder, Colorado	$229K	+$212K	1	0.04%	New
2768	LEA Legacy Edge Advisors Syosset, New York	$228K	$0	1	0.05%	Maintained
2769	PP PDT Partners New York	$228K	+$215K	1	0.02%	New
2770	PCMC Private Capital Management (Colorado) Denver, Colorado	$228K	+$211K	1	0.05%	New
2771	DC Diametric Capital Boston, Massachusetts	$227K	+$207K	1	0.13%	New
2772	JFA JNBA Financial Advisors Bloomington, Minnesota	$227K	-$16.2K	4	0.02%	Reduced
2773	FSA Financial Security Advisor Virginia Beach, Virginia	$226K	+$210K	1	0.08%	New
2774	MIM MTM Investment Management Spartanburg, South Carolina	$226K	+$209K	1	0.09%	New
2775	VWA Visionary Wealth Advisors O'fallon, Illinois	$226K	-$11K	1	0.02%	Reduced