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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	SBF Sara-Bay Financial Sarasota, Florida	$270K	$0	1	0.1%	Maintained
2802	CWM Castle Wealth Management West Palm Beach, Florida	$270K	+$254K	1	0.11%	New
2803	LAM LifePro Asset Management San Diego, California	$270K	+$254K	1	0.17%	New
2804	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$270K	+$13K	2	0.05%	Increased
2805	SCM Stonebridge Capital Management Los Angeles, California	$270K	$0	1	0.11%	Maintained
2806	WPW Warther Private Wealth Akron, Ohio	$270K	+$114	1	0.09%	Increased
2807	SIA Sage Investment Advisers Wappingers Falls, New York	$269K	+$254K	1	0.28%	New
2808	WCM Weik Capital Management Wyomissing, Pennsylvania	$269K	$0	1	0.11%	Maintained
2809	KCPG Kavar Capital Partners Group Leawood, Kansas	$269K	+$10.6K	1	0.04%	Increased
2810	TT TI-Trust Quincy, Illinois	$269K	$0	1	0.19%	Maintained
2811	PL Parthenon LLC Louisville, Kentucky	$269K	+$253K	1	0.03%	New
2812	DFG Delta Financial Group Basking Ridge, New Jersey	$268K	+$1.6K	1	0.1%	Increased
2813	SI Seeds Investor New York	$268K	+$252K	1	0.1%	New
2814	HP Hyperion Partners Berwyn, Pennsylvania	$267K	-$5.25K	1	0.17%	Reduced
2815	MWP Meridian Wealth Partners Exton, Pennsylvania	$267K	-$4.68K	1	0.04%	Reduced
2816	KPWG KFA Private Wealth Group Tysons, Virginia	$266K	-$9.79K	1	0.13%	Reduced
2817	AC AXQ Capital Jersey City, New Jersey	$266K	-$4.3M	1	0.08%	Reduced
2818	TDC Thompson Davis & Co Richmond, Virginia	$266K	$0	1	0.2%	Maintained
2819	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$265K	-$129K	1	0.05%	Reduced
2820	PSF Pacific Sun Financial Los Angeles, California	$265K	$0	1	0.15%	Maintained
2821	CP Canopy Partners Cincinnati, Ohio	$265K	+$7.64K	1	0.11%	Increased
2822	KA Kooman & Associates Altoona, Pennsylvania	$265K	-$1.48K	1	0.1%	Reduced
2823	WIM Warwick Investment Management Bryan, Texas	$264K	+$2.96K	1	0.06%	Increased
2824	OFS OneAscent Financial Services Birmingham, Alabama	$264K	-$24.6K	1	0.19%	Reduced
2825	AA Aire Advisors Beverly Hills, California	$264K	+$1.39K	1	0.06%	Increased