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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	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$216K	+$197K	1	0.03%	New
2802	HC Hamilton Capital Columbus, Ohio	$216K	+$200K	1	0.02%	New
2803	SAM Secure Asset Management Troy, Michigan	$216K	-$430K	1	0.05%	Reduced
2804	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$216K	+$200K	1	0.15%	New
2805	GC Gilbert & Cook West Des Moines, Iowa	$216K	+$200K	1	0.03%	New
2806	THL Tillman Hartley LLC Denver, Colorado	$215K	$0	1	0.07%	Maintained
2807	KCPG Kavar Capital Partners Group Leawood, Kansas	$215K	+$199K	1	0.04%	New
2808	HP Hyperion Partners Berwyn, Pennsylvania	$215K	+$199K	1	0.16%	New
2809	KPWG KFA Private Wealth Group Tysons, Virginia	$215K	$0	1	0.07%	Maintained
2810	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$215K	$0	1	0.12%	Maintained
2811	WMP Wealth Management Partners Tucson, Arizona	$215K	+$199K	1	0.11%	New
2812	TAM Titleist Asset Management San Antonio, Texas	$214K	+$198K	1	0.04%	New
2813	SCM Silvant Capital Management Atlanta, Georgia	$213K	-$1.62M	2	0.01%	Reduced
2814	BWG Balanced Wealth Group Westlake, Ohio	$213K	$0	1	0.09%	Maintained
2815	PP Pegasus Partners Mequon, Wisconsin	$213K	+$197K	1	0.02%	New
2816	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$213K	+$5.77K	4	0.05%	Increased
2817	Deerfield Management New York	$213K	+$211K	1	0%	New
2818	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$212K	-$10.7K	2	0.05%	Reduced
2819	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$212K	+$2.31K	3	0.05%	Increased
2820	TFG Taylor Financial Group Roanoke, Virginia	$211K	+$196K	1	0.16%	New
2821	QFA Quantum Financial Advisors El Segundo, California	$211K	+$195K	1	0.04%	New
2822	HA HC Advisors Sandy Springs, Georgia	$211K	+$195K	1	0.1%	New
2823	SWM Sugarloaf Wealth Management Duluth, Georgia	$210K	-$1.8K	2	0.04%	Reduced
2824	TWM Trueblood Wealth Management Lima, Ohio	$210K	+$202K	1	0.12%	New
2825	AIS AM Investment Strategies Chattanooga, Tennessee	$210K	$0	1	0.05%	Maintained