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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
2851	RWS RASP Wealth Solutions Fishers, Indiana	$630K	+$609K	1	0.21%	New
2852	S Sunpointe St. Louis, Missouri	$628K	-$43.8K	1	0.18%	Reduced
2853	FSCM Front Street Capital Management Missoula, Montana	$626K	$0	2	0.07%	Maintained
2854	WEG World Equity Group Schaumburg, Illinois	$625K	-$12.7K	1	0.14%	Reduced
2855	LWM Langley Wealth Management Corinth, Mississippi	$625K	+$604K	1	0.61%	New
2856	NWM Nolet Wealth Management Fort Worth, Texas	$623K	+$279K	2	0.34%	Increased
2857	PB Prosperity Bancshares Houston, Texas	$623K	-$20.1K	2	0.41%	Reduced
2858	WCM WealthBridge Capital Management Westerville, Ohio	$621K	+$125K	1	0.12%	Increased
2859	CBT Crews Bank & Trust Wauchula, Florida	$620K	-$23.7K	5	0.08%	Reduced
2860	IPW Invictus Private Wealth Denver, Colorado	$617K	+$2.38K	1	0.03%	Increased
2861	BBNB Baker Boyer National Bank Walla Walla, Washington	$617K	-$22.9K	1	0.17%	Reduced
2862	SC Saiph Capital Wyckoff, New Jersey	$617K	+$205K	2	0.18%	Increased
2863	CWA Crux Wealth Advisors Long Beach, California	$617K	-$15.2K	1	0.21%	Reduced
2864	NWA New World Advisors Hingham, Massachusetts	$617K	+$111K	2	0.1%	Increased
2865	SP Sherman Porfolios Coeur D'alene, Idaho	$616K	$0	1	0.05%	Maintained
2866	JCM Jacobsen Capital Management Salt Lake City, Utah	$615K	-$497K	1	0.18%	Reduced
2867	Plancorp LLC Saint Louis, Missouri	$613K	-$710K	1	0.02%	Reduced
2868	WDG Wealth Dimensions Group Cincinnati, Ohio	$613K	+$15.4K	2	0.11%	Increased
2869	ODIJL One Day In July LLC Burlington, Vermont	$613K	+$176K	1	0.04%	Increased
2870	CIG Cascade Investment Group Colorado Springs, Colorado	$612K	-$27.5K	1	0.34%	Reduced
2871	LAM Lummis Asset Management Fort Worth, Texas	$611K	+$2.57K	2	0.37%	Increased
2872	HFS Howard Financial Services Dallas, Texas	$610K	-$783K	1	0.07%	Reduced
2873	SL Sentinus LLC Oak Brook, Illinois	$610K	+$66.8K	1	0.05%	Increased
2874	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$609K	-$381K	2	0.32%	Reduced
2875	NFG Northbridge Financial Group Tampa, Florida	$609K	+$143K	1	0.23%	Increased