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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	CP Covenant Partners Nashville, Tennessee	$287K	+$15.3K	1	0.08%	Increased
2752	Optiver Holding Amsterdam, Netherlands	$287K	+$169K	4	0%	Increased
2753	APW Aurora Private Wealth Rockaway, New Jersey	$287K	+$114	1	0.23%	Increased
2754	ZF Zhang Financial Portage, Michigan	$287K	+$8.21K	1	0.02%	Increased
2755	Destination Wealth Management Walnut Creek, California	$287K	+$7.41K	1	0.01%	Increased
2756	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$287K	-$490	2	0.07%	Reduced
2757	BWP BSW Wealth Partners Boulder, Colorado	$286K	+$1.6K	1	0.04%	Increased
2758	EWM Endowment Wealth Management Appleton, Wisconsin	$286K	-$34.3K	1	0.19%	Reduced
2759	GL Gerber LLC Columbus, Ohio	$286K	-$2.51K	1	0.21%	Reduced
2760	BlueCrest Capital Management St Helier, Jersey	$285K	+$277K	1	0.02%	New
2761	AFG Albion Financial Group Salt Lake City, Utah	$285K	$0	3	0.02%	Maintained
2762	FSA Financial Security Advisor Virginia Beach, Virginia	$285K	+$2.85K	1	0.07%	Increased
2763	PCM Princeton Capital Management Red Bank, New Jersey	$285K	-$28.6K	1	0.09%	Reduced
2764	JFA JNBA Financial Advisors Bloomington, Minnesota	$283K	+$13.2K	4	0.03%	Increased
2765	DL DOHJ LLC Seattle, Washington	$283K	-$9.47K	1	0.07%	Reduced
2766	BWG Berry Wealth Group Granbury, Texas	$283K	-$1.62K	1	0.2%	Reduced
2767	FI Finivi Inc Westborough, Massachusetts	$282K	+$11.1K	1	0.23%	Increased
2768	VWA Visionary Wealth Advisors O'fallon, Illinois	$282K	-$1.14K	1	0.02%	Reduced
2769	WP WealthPLAN Partners Omaha, Nebraska	$282K	-$5.93K	1	0.04%	Reduced
2770	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$281K	-$7.18K	1	0.11%	Reduced
2771	AW Atlas Wealth Cincinnati, Ohio	$281K	-$260K	1	0.12%	Reduced
2772	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$281K	$0	2	0.22%	Maintained
2773	WH Willner & Heller Encino, California	$281K	+$923	1	0.25%	Increased
2774	WGC Watts Gwilliam & Co Gilbert, Arizona	$281K	+$258K	1	0.06%	New
2775	PWA Physician Wealth Advisors Midvale, Utah	$281K	-$52.1K	1	0.05%	Reduced