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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	TAM Titleist Asset Management San Antonio, Texas	$238K	-$42.8K	1	0.03%	Reduced
2902	TCPW Twin City Private Wealth Winston-Salem, North Carolina	$236K	+$222K	1	0.2%	New
2903	TA TrueWealth Advisors Birmingham, Alabama	$236K	-$6.04K	1	0.08%	Reduced
2904	WDG Wealth Dimensions Group Cincinnati, Ohio	$235K	+$221K	1	0.06%	New
2905	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$234K	$0	1	0.07%	Maintained
2906	NPPM North Point Portfolio Managers Orange Village, Ohio	$234K	+$220K	1	0.04%	New
2907	KWM Kaydan Wealth Management Fenton, Michigan	$233K	+$220K	1	0.07%	New
2908	ES Eagle Strategies New York	$233K	-$12K	1	0.04%	Reduced
2909	IPW Impact Partnership Wealth Marietta, Georgia	$233K	+$219K	1	0.05%	New
2910	RCG Regatta Capital Group El Segundo, California	$232K	+$218K	1	0.05%	New
2911	TWM Trueblood Wealth Management Lima, Ohio	$232K	+$215K	1	0.12%	New
2912	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$231K	+$218K	1	0.05%	New
2913	BWG Balanced Wealth Group Westlake, Ohio	$231K	$0	1	0.1%	Maintained
2914	BF Brogan Financial Knoxville, Tennessee	$231K	+$214K	1	0.13%	New
2915	KIG Kowal Investment Group Brookfield, Wisconsin	$231K	+$224K	1	0.04%	New
2916	CM Cercano Management Bellevue, Washington	$231K	+$214K	1	0.01%	New
2917	CFO Collective Family Office York, Pennsylvania	$231K	$0	1	0.06%	Maintained
2918	RCM Requisite Capital Management Dallas, Texas	$230K	$0	1	0.05%	Maintained
2919	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$229K	$0	2	0.13%	Maintained
2920	WAM Walker Asset Management Verona, Missouri	$228K	+$215K	1	0.14%	New
2921	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$228K	-$79.6K	1	0.15%	Reduced
2922	IWA Inspirion Wealth Advisors Libertyville, Illinois	$227K	+$213K	1	0.03%	New
2923	LWM Lakeridge Wealth Management Mentor, Ohio	$227K	+$210K	1	0.12%	New
2924	I2I Insight 2811 Inc Chicago, Illinois	$226K	+$210K	1	0.11%	New
2925	SP Symmetry Partners Glastonbury, Connecticut	$226K	-$1.26M	1	0.05%	Reduced