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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	SC Stephens Consulting Flint, Michigan	$169K	$0	2	0.07%	Maintained
2827	PA PSI Advisors Tampa, Florida	$169K	+$39.3K	3	0.07%	Increased
2828	WOSD WFA of San Diego San Diego, California	$167K	+$166K	3	0.16%	New
2829	Harvest Fund Management Beijing, China	$166K	-$204K	3	0.03%	Reduced
2830	FFL Financial Freedom LLC Cincinnati, Ohio	$162K	+$881	2	0.11%	Increased
2831	FMP Financial Management Professionals Austin, Texas	$162K	+$27.6K	4	0.03%	Increased
2832	LF Lee Financial Dallas, Texas	$161K	-$9.67K	3	0.03%	Reduced
2833	JEST JTC Employer Solutions Trustee St Helier, Jersey	$161K	$0	1	0.02%	Maintained
2834	WAM Worth Asset Management Dallas, Texas	$154K	+$5.24K	3	0.12%	Increased
2835	CYG Clean Yield Group Norwich, Vermont	$152K	-$3.43K	1	0.06%	Reduced
2836	PP PrairieView Partners St. Paul, Minnesota	$148K	-$1K	1	0.02%	Reduced
2837	IGWM ICA Group Wealth Management Denver, Colorado	$147K	-$933K	4	0.04%	Reduced
2838	OC Oakmont Corp Los Angeles, California	$141K	-$9.4K	1	0.02%	Reduced
2839	MCM Magnolia Capital Management Cold Spring, New York	$138K	$0	1	0.12%	Maintained
2840	FNBOSM First National Bank of South Miami South Miami, Florida	$137K	-$54.2K	3	0.11%	Reduced
2841	FWM Focused Wealth Management Newburgh, New York	$137K	+$9.5K	4	0.02%	Increased
2842	HRC Hoertkorn Richard Charles	$134K	$0	1	0.06%	Maintained
2843	GFL Granite FO LLC Bedford, New Hampshire	$132K	-$101K	2	0.09%	Reduced
2844	CCA Column Capital Advisors Indianapolis, Indiana	$129K	-$1.81K	3	0.02%	Reduced
2845	VWM Valley Wealth Managers Paramus, New Jersey	$129K	-$17.1K	2	0.01%	Reduced
2846	CA Centerpoint Advisors Needham, Massachusetts	$126K	-$68.7K	4	0.05%	Reduced
2847	LWA Lowe Wealth Advisors Columbia, Maryland	$115K	+$29.2K	2	0.06%	Increased
2848	BAM Bellevue Asset Management Bellevue, Washington	$115K	-$44.8K	4	0.07%	Reduced
2849	RF Robinswood Financial Kirkland, Washington	$114K	+$114K	1	0.05%	New
2850	GWSA Global Wealth Strategies & Associates Denver, Colorado	$112K	$0	2	0.05%	Maintained