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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
2901	TLA Tanglewood Legacy Advisors Houston, Texas	$153K	-$15.1K	2	0.07%	Reduced
2902	CAM Creekmur Asset Management Morton, Illinois	$153K	-$12.6K	4	0.04%	Reduced
2903	PP PrairieView Partners St. Paul, Minnesota	$152K	$0	1	0.02%	Maintained
2904	Erste Asset Management Vienna, Austria	$144K	-$292K	2	0%	Reduced
2905	OC Oakmont Corp Los Angeles, California	$142K	$0	1	0.03%	Maintained
2906	EPW Evergreen Private Wealth Greenwood Village, Colorado	$139K	+$39	2	0.07%	Increased
2907	MAM Meeder Asset Management Dublin, Ohio	$139K	-$331K	4	0.01%	Reduced
2908	HRC Hoertkorn Richard Charles	$137K	$0	1	0.06%	Maintained
2909	CP Castleview Partners Dallas, Texas	$136K	-$72.7K	3	0.08%	Reduced
2910	CA Centerpoint Advisors Needham, Massachusetts	$131K	+$4.55K	4	0.05%	Increased
2911	ACM Adalta Capital Management New York	$131K	$0	1	0.07%	Maintained
2912	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$125K	+$7.75K	2	0.07%	Increased
2913	Stonehage Fleming Financial Services St. Helier, Jersey	$120K	+$124K	1	0%	New
2914	GA GoalVest Advisory New York	$118K	-$40.9K	3	0.04%	Reduced
2915	RF Robinswood Financial Kirkland, Washington	$117K	$0	1	0.05%	Maintained
2916	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$117K	-$4.76K	1	0.01%	Reduced
2917	GWSA Global Wealth Strategies & Associates Denver, Colorado	$117K	+$6.94K	3	0.04%	Increased
2918	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$114K	+$1.03K	3	0.04%	Increased
2919	PWMG Private Wealth Management Group Princeton, New Jersey	$114K	-$16.9K	5	0.05%	Reduced
2920	APC Aspire Private Capital Cornelius, North Carolina	$113K	-$18.9K	2	0.03%	Reduced
2921	CAM Costello Asset Management Feasterville, Pennsylvania	$113K	-$10.3K	1	0.08%	Reduced
2922	FPF First Pacific Financial Vancouver, Washington	$112K	-$6.37K	1	0.03%	Reduced
2923	Vaughan Nelson Investment Management Houston, Texas	$110K	$0	1	0%	Maintained
2924	CC Cultivar Capital Denton, Texas	$110K	+$113K	1	0.09%	New
2925	KLWA Kelly Lawrence W & Associates Pasadens, California	$105K	$0	1	0.02%	Maintained