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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	CFC Client First Capital San Diego, California	$210K	+$194K	1	0.15%	New
2827	LWM Laidlaw Wealth Management New York City, New York	$210K	-$493K	1	0.12%	Reduced
2828	TFA Tranquilli Financial Advisor Clinton, New Jersey	$210K	+$194K	1	0.14%	New
2829	OFW Omnia Family Wealth Aventura, Florida	$210K	+$194K	1	0.1%	New
2830	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$210K	+$194K	1	0.13%	New
2831	SWM Soundmark Wealth Management Kirkland, Washington	$210K	+$194K	1	0.09%	New
2832	AWM Aspire Wealth Management Waltham, Massachusetts	$210K	+$194K	1	0.13%	New
2833	IGWM ICA Group Wealth Management Denver, Colorado	$210K	+$55.9K	4	0.04%	Increased
2834	WIA Wetzel Investment Advisors Indianapolis, Indiana	$210K	+$8.32K	5	0.12%	Increased
2835	GCIA Gabelli & Co Investment Advisers Rye, New York	$210K	+$198K	1	0.04%	New
2836	WFA Wellspring Financial Advisors Cleveland, Ohio	$209K	+$193K	1	0.03%	New
2837	UIA Ulland Investment Advisors Minneapolis, Minnesota	$209K	$0	1	0.17%	Maintained
2838	FC Financial Council Towson, Maryland	$208K	+$192K	1	0.12%	New
2839	HPFG Hart & Patterson Financial Group Amherst, Massachusetts	$208K	+$192K	1	0.1%	New
2840	MWP Meridian Wealth Partners Exton, Pennsylvania	$208K	+$192K	1	0.04%	New
2841	PCWA Pacific Capital Wealth Advisors Corona, California	$207K	+$6.56K	3	0.05%	Increased
2842	BF Brogan Financial Knoxville, Tennessee	$207K	+$199K	1	0.14%	New
2843	FPWM FSB Premier Wealth Management Waterloo, Iowa	$207K	+$192K	1	0.1%	New
2844	PP Patron Partners Houston, Texas	$207K	+$199K	1	0.13%	New
2845	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$207K	+$192K	1	0.04%	New
2846	KFA Kelleher Financial Advisors New York	$207K	$0	1	0.09%	Maintained
2847	CFO Collective Family Office York, Pennsylvania	$207K	$0	1	0.07%	Maintained
2848	SC Solstein Capital Menlo Park, California	$206K	-$198K	3	0.14%	Reduced
2849	NEPPG New England Professional Planning Group Westerly, Rhode Island	$205K	+$190K	1	0.11%	New
2850	AFAS Acorn Financial Advisory Services Reston, Virginia	$205K	-$505K	1	0.04%	Reduced