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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
2776	EP Essential Planning Portsmouth, New Hampshire	$224K	+$271K	1	0.17%	New
2777	CAP Columbia Advisory Partners Spokane, Washington	$224K	+$209K	1	0.21%	New
2778	AIA Arbor Investment Advisors Winston Salem, North Carolina	$223K	+$208K	1	0.05%	New
2779	CF Corrigan Financial Middletown, Rhode Island	$223K	-$45.7K	1	0.08%	Reduced
2780	QFA Quantum Financial Advisors El Segundo, California	$223K	+$208K	1	0.1%	New
2781	HP Hyperion Partners Berwyn, Pennsylvania	$223K	+$207K	1	0.21%	New
2782	BA Bennicas & Associates Portola Valley, California	$222K	+$207K	1	0.13%	New
2783	SIC Samalin Investment Counsel Chappaqua, New York	$222K	+$212K	1	0.14%	New
2784	CG Clarus Group Houston, Texas	$222K	+$207K	1	0.19%	New
2785	PAM PVG Asset Management Golden, Colorado	$222K	+$206K	1	0.98%	New
2786	KCPG Kavar Capital Partners Group Leawood, Kansas	$221K	+$206K	1	0.05%	New
2787	OMIC Old Mission Investment Co Traverse City, Michigan	$221K	+$206K	1	0.09%	New
2788	BBW Blue Barn Wealth Orem, Utah	$221K	+$206K	1	0.15%	New
2789	ZF Zhang Financial Portage, Michigan	$220K	+$205K	1	0.03%	New
2790	AWM Aspire Wealth Management Waltham, Massachusetts	$220K	+$205K	1	0.19%	New
2791	SC Saltoro Capital Dallas, Texas	$220K	+$221K	1	0.18%	New
2792	UPC Utah Peaks Capital Park City, Utah	$220K	+$238K	1	0.4%	New
2793	LF Lantz Financial Naperville, Illinois	$220K	+$205K	1	0.1%	New
2794	RF Rollins Financial Atlanta, Georgia	$219K	+$204K	1	0.08%	New
2795	SWM Shelton Wealth Management Fort Worth, Texas	$219K	+$220K	1	0.17%	New
2796	TA Teramo Advisors Naples, Florida	$218K	$0	1	0.12%	Maintained
2797	BWM Birchcreek Wealth Management Miami Township, Ohio	$218K	+$209K	1	0.19%	New
2798	CBB Citizens Business Bank Ontario, California	$218K	+$203K	1	0.05%	New
2799	CFC Client First Capital San Diego, California	$217K	+$203K	1	0.17%	New
2800	UIA Ulland Investment Advisors Minneapolis, Minnesota	$216K	+$4.23K	1	0.26%	Increased