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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	AC Aristides Capital Louisville, Kentucky	$221K	+$250K	1	0.06%	New
2802	FFA Fi3 Financial Advisors Indianapolis, Indiana	$220K	-$8.17K	1	0.1%	Reduced
2803	TDC Thompson Davis & Co Richmond, Virginia	$219K	+$34.3K	1	0.19%	Increased
2804	PSF Pacific Sun Financial Los Angeles, California	$219K	+$5.48K	1	0.13%	Increased
2805	MCM Mainstay Capital Management Grand Blanc, Michigan	$218K	-$205K	1	0.04%	Reduced
2806	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$218K	+$5.17K	1	0.04%	Increased
2807	CFO Collective Family Office York, Pennsylvania	$218K	$0	1	0.06%	Maintained
2808	TFG Taylor Financial Group Roanoke, Virginia	$217K	$0	1	0.17%	Maintained
2809	QFA Quantum Financial Advisors El Segundo, California	$217K	$0	1	0.04%	Maintained
2810	RCM Requisite Capital Management Dallas, Texas	$217K	+$209K	1	0.05%	New
2811	SCM Silvant Capital Management Atlanta, Georgia	$217K	$0	2	0.01%	Maintained
2812	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$217K	+$223K	1	0.33%	New
2813	Perfromance Wealth Partners Hinsdale, Illinois	$216K	+$223K	1	0.01%	New
2814	PWP Pursue Wealth Partners Clayton, California	$216K	+$223K	1	0.12%	New
2815	WIM Warwick Investment Management Bryan, Texas	$216K	+$223K	1	0.05%	New
2816	CFC Client First Capital San Diego, California	$216K	$0	1	0.13%	Maintained
2817	AW Avion Wealth The Woodlands, Texas	$216K	-$21.5K	4	0.06%	Reduced
2818	TFA Tranquilli Financial Advisor Clinton, New Jersey	$216K	+$1.65K	1	0.14%	Increased
2819	ICM IMS Capital Management Portland, Oregon	$216K	+$189K	1	0.1%	New
2820	AWM Aspire Wealth Management Waltham, Massachusetts	$216K	$0	1	0.12%	Maintained
2821	BWG Balanced Wealth Group Westlake, Ohio	$215K	$0	1	0.1%	Maintained
2822	UIA Ulland Investment Advisors Minneapolis, Minnesota	$215K	$0	1	0.15%	Maintained
2823	CP Camelot Portfolios Maumee, Ohio	$214K	+$221K	2	0.12%	New
2824	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$214K	-$2.35K	2	0.05%	Reduced
2825	SIG Spinnaker Investment Group Newport Beach, California	$214K	+$220K	1	0.06%	New