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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
2826	LF LifeSteps Financial Claremont, California	$208K	+$199K	1	0.22%	New
2827	JCM J2 Capital Management Troy, Michigan	$208K	+$6.31K	1	0.36%	Increased
2828	WQ Wealth Quarterback Toms River, New Jersey	$208K	+$194K	1	0.17%	New
2829	UCMOK United Capital Management of KS Salina, Kansas	$208K	+$193K	1	0.09%	New
2830	IIA Integral Investment Advisors Turlock, California	$207K	-$36.8K	1	0.16%	Reduced
2831	QC QCM Cayman Houston, Texas	$207K	+$198K	1	3.18%	New
2832	FC Financial Council Towson, Maryland	$207K	+$193K	1	0.13%	New
2833	CP Camelot Portfolios Maumee, Ohio	$207K	-$96.4K	1	0.15%	Reduced
2834	TFA Tobias Financial Advisors Plantation, Florida	$206K	+$197K	1	0.07%	New
2835	FWM FMB Wealth Management Westlake Village, California	$205K	+$191K	1	0.26%	New
2836	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$205K	+$191K	1	0.12%	New
2837	RSS Rosenblum Silverman Sutton San Francisco, California	$205K	-$71.3K	1	0.07%	Reduced
2838	PIA Perennial Investment Advisors Los Angeles, California	$205K	+$191K	1	0.08%	New
2839	PCWA Pacific Capital Wealth Advisors Corona, California	$203K	+$189K	1	0.05%	New
2840	SIG Spinnaker Investment Group Newport Beach, California	$203K	+$189K	1	0.07%	New
2841	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$203K	+$60.1K	1	0.04%	Increased
2842	SSWM Strait & Sound Wealth Management San Francisco, California	$203K	+$194K	1	0.22%	New
2843	FAM Flaharty Asset Management Clearwater, Florida	$203K	+$189K	1	0.04%	New
2844	PL Parthenon LLC Louisville, Kentucky	$202K	+$188K	1	0.03%	New
2845	AIM Aspen Investment Management Grand Rapids, Michigan	$202K	+$188K	1	0.13%	New
2846	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$202K	$0	3	0.08%	Maintained
2847	GB Goepper Burkhardt Greenville, South Carolina	$202K	+$193K	1	0.14%	New
2848	HCM Hutchinson Capital Management San Rafael, California	$202K	+$188K	1	0.05%	New
2849	LAM LifePro Asset Management San Diego, California	$201K	+$188K	1	0.15%	New
2850	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$201K	$0	1	0.12%	Maintained