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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
2951	LWM LongView Wealth Management Atlanta, Georgia	$218K	+$205K	1	0.07%	New
2952	AC Aristides Capital Louisville, Kentucky	$217K	-$4.73K	1	0.07%	Reduced
2953	CFSG Clark Financial Services Group Chesterfield, Missouri	$217K	+$211K	1	0.2%	New
2954	RP Rowlandmiller & Partners Atlanta, Georgia	$217K	-$1.48K	1	0.04%	Reduced
2955	CA Cannon Advisors Charlotte, North Carolina	$217K	+$206K	1	0.18%	New
2956	AWA Alta Wealth Advisors Woburn, Massachusetts	$217K	+$204K	1	0.1%	New
2957	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$217K	+$204K	1	0.03%	New
2958	EP Essential Planning Portsmouth, New Hampshire	$216K	+$204K	1	0.09%	New
2959	BZWA Blue Zone Wealth Advisors Los Angeles, California	$216K	$0	1	0.07%	Maintained
2960	B Birchbrook Bangor, Maine	$215K	$0	3	0.12%	Maintained
2961	BRM Boston Research & Management Manchester, Massachusetts	$214K	+$202K	1	0.05%	New
2962	CFA CWS Financial Advisors Kalamazoo, Michigan	$214K	$0	1	0.08%	Maintained
2963	Facet Wealth Inc Baltimore, Maryland	$214K	+$205K	1	0.01%	New
2964	HCM Hutchinson Capital Management San Rafael, California	$213K	+$201K	1	0.04%	New
2965	TIM Thompson Investment Management Madison, Wisconsin	$213K	-$923	3	0.03%	Reduced
2966	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$213K	+$197K	1	0.13%	New
2967	HCA Hyperion Capital Advisors New York	$213K	$0	1	0.1%	Maintained
2968	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$212K	+$200K	1	0.13%	New
2969	FRM Foundation Resource Management Little Rock, Arkansas	$212K	+$199K	1	0.03%	New
2970	SC Stephens Consulting Flint, Michigan	$212K	-$12.6K	3	0.05%	Reduced
2971	WWM Waterway Wealth Management The Woodlands, Texas	$212K	+$199K	1	0.09%	New
2972	WWC Waypoint Wealth Counsel Atlanta, Georgia	$211K	+$210K	1	0.14%	New
2973	AWG Altus Wealth Group Colorado Springs, Colorado	$211K	+$196K	1	0.09%	New
2974	MFG Mosaic Financial Group Chicago, Illinois	$211K	+$199K	1	0.15%	New
2975	AIMC Alley Investment Management Company Lake Forest, Illinois	$211K	+$198K	1	0.03%	New