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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
2876	MIM Meridiem Investment Management London, United Kingdom	$193K	$0	1	0%	Maintained
2877	GWSG GPS Wealth Strategies Group Centennial, Colorado	$191K	-$5.86K	2	0.03%	Reduced
2878	B Birchbrook Bangor, Maine	$190K	-$5.78K	3	0.11%	Reduced
2879	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$188K	$0	2	0.12%	Maintained
2880	TIM Thompson Investment Management Madison, Wisconsin	$187K	+$1.05K	3	0.03%	Increased
2881	CPG Custom Portfolio Group Englewood, Colorado	$178K	$0	2	0.15%	Maintained
2882	RP Rowlandmiller & Partners Atlanta, Georgia	$176K	-$1.99K	1	0.04%	Reduced
2883	SC Stephens Consulting Flint, Michigan	$176K	$0	2	0.05%	Maintained
2884	TLA Tanglewood Legacy Advisors Houston, Texas	$176K	$0	2	0.09%	Maintained
2885	WWP WR Wealth Planners Columbia, Missouri	$170K	+$158K	5	0.05%	New
2886	FFL Financial Freedom LLC Cincinnati, Ohio	$167K	+$812	2	0.1%	Increased
2887	BHWM Beaird Harris Wealth Management Dallas, Texas	$166K	+$20.8K	2	0.02%	Increased
2888	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$166K	+$3.54K	3	0.07%	Increased
2889	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$164K	-$78.1K	3	0.09%	Reduced
2890	CYG Clean Yield Group Norwich, Vermont	$163K	-$7.13K	1	0.06%	Reduced
2891	TFA Toth Financial Advisory Leesburg, Virginia	$162K	-$19.1K	4	0.02%	Reduced
2892	GA GoalVest Advisory New York	$162K	+$78.1K	3	0.05%	Increased
2893	RA Ransom Advisory Providence, Rhode Island	$161K	+$157K	3	0.09%	New
2894	JEST JTC Employer Solutions Trustee St Helier, Jersey	$160K	$0	1	0.01%	Maintained
2895	LJHT Laurie J. Hall Trustee	$160K	$0	2	0.06%	Maintained
2896	CAM Creekmur Asset Management Morton, Illinois	$160K	-$6.33K	4	0.05%	Reduced
2897	CWP Concord Wealth Partners Abingdon, Virginia	$159K	-$262K	4	0.03%	Reduced
2898	EWP Elevation Wealth Partners Santa Rosa, California	$157K	-$33.6K	1	0.08%	Reduced
2899	SNB Security National Bank Omaha, Nebraska	$157K	-$689K	1	0.02%	Reduced
2900	NC nVerses Capital Wellington, Florida	$152K	+$146K	2	0.36%	New