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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
2801	CA Centerpoint Advisors Needham, Massachusetts	$137K	+$2.13K	4	0.05%	Increased
2802	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$137K	+$127K	3	0.11%	New
2803	BHWM Beaird Harris Wealth Management Dallas, Texas	$136K	+$28.1K	2	0.01%	Increased
2804	RAM Riggs Asset Management Dallas, Pennsylvania	$133K	-$6.65K	3	0.04%	Reduced
2805	PP PrairieView Partners St. Paul, Minnesota	$128K	+$120K	1	0.02%	New
2806	FWA FSC Wealth Advisors Fishkill, New York	$124K	+$36.2K	4	0.09%	Increased
2807	VCM Versant Capital Management Phoenix, Arizona	$124K	+$34.1K	5	0.04%	Increased
2808	PWMG Private Wealth Management Group Princeton, New Jersey	$123K	+$119K	5	0.06%	New
2809	KIG Kessler Investment Group Columbus, Indiana	$122K	-$1.43K	1	0.07%	Reduced
2810	Erste Asset Management Vienna, Austria	$121K	+$2.77K	2	0%	Increased
2811	FWM FSA Wealth Management Needham, Massachusetts	$120K	+$114K	3	0.06%	New
2812	PIS POM Investment Strategies Raleigh, North Carolina	$120K	+$113K	1	0.11%	New
2813	OC Oakmont Corp Los Angeles, California	$119K	-$2.61K	1	0.03%	Reduced
2814	EPW Evergreen Private Wealth Greenwood Village, Colorado	$117K	+$110K	1	0.06%	New
2815	FWM Focused Wealth Management Newburgh, New York	$116K	-$7.68K	4	0.02%	Reduced
2816	HRC Hoertkorn Richard Charles	$115K	$0	1	0.05%	Maintained
2817	APC Aspire Private Capital Cornelius, North Carolina	$112K	-$413K	2	0.03%	Reduced
2818	FGAM Financial Gravity Asset Management Lakeway, Texas	$111K	+$111K	3	0.03%	New
2819	ACM Adalta Capital Management New York	$109K	$0	1	0.07%	Maintained
2820	NC NewSquare Capital Newtown Square, Pennsylvania	$109K	-$950	2	0.01%	Reduced
2821	GWSA Global Wealth Strategies & Associates Denver, Colorado	$109K	$0	2	0.05%	Maintained
2822	FMP Financial Management Professionals Austin, Texas	$105K	-$4.49K	4	0.02%	Reduced
2823	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$103K	+$91.8K	2	0.06%	New
2824	CAM Costello Asset Management Feasterville, Pennsylvania	$103K	-$4.21K	1	0.09%	Reduced
2825	PO Private Ocean San Rafael, California	$101K	-$7.5K	3	0.01%	Reduced