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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
3026	PSCM Per Stirling Capital Management Austin, Texas	$510K	+$3.12K	1	0.05%	Increased
3027	LFP Lakeshore Financial Planning St. Clair Shores, Michigan	$509K	$0	1	0.16%	Maintained
3028	ECM EagleClaw Capital Management Boston, Massachusetts	$509K	-$9.17K	1	0.07%	Reduced
3029	LC Lincoln Capital Lincoln, Nebraska	$508K	-$38.5K	1	0.09%	Reduced
3030	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$508K	-$32.3K	2	0.05%	Reduced
3031	LWM LeConte Wealth Management Maryville, Tennessee	$508K	+$70.1K	1	0.28%	Increased
3032	NRI NFP Retirement Inc Aliso Viejo, California	$506K	-$22.6K	1	0.03%	Reduced
3033	KAM KEB Asset Management Springfield, Illinois	$506K	+$282K	2	0.08%	Increased
3034	FBT First Bank & Trust Brookings, South Dakota	$505K	+$27K	1	0.07%	Increased
3035	AWM Ameliora Wealth Management Zurich, Switzerland	$503K	+$398K	2	0.15%	Increased
3036	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$502K	+$7.52K	1	0.05%	Increased
3037	PSP Principal Street Partners Memphis, Tennessee	$501K	+$10.3K	2	0.07%	Increased
3038	GPW Genesis Private Wealth Ashburn, Virginia	$501K	-$8.8K	1	0.14%	Reduced
3039	SRC Sage Rhino Capital Menlo Park, California	$501K	+$199K	2	0.08%	Increased
3040	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$501K	-$80.2K	5	0.36%	Reduced
3041	SFG Seamount Financial Group Colorado Springs, Colorado	$501K	-$71.5K	1	0.2%	Reduced
3042	TW Traveka Wealth Los Altos, California	$500K	+$10.8K	1	0.17%	Increased
3043	CWA Consilium Wealth Advisory Richardson, Texas	$500K	-$1.42M	1	0.15%	Reduced
3044	MIM MTM Investment Management Spartanburg, South Carolina	$500K	+$7.5K	3	0.14%	Increased
3045	MFP Meramec Financial Planners Saint Louis, Missouri	$499K	-$10.3K	1	0.18%	Reduced
3046	RW Rockport Wealth Fairview Park, Ohio	$499K	+$565K	1	0.08%	New
3047	MIM Morningstar Investment Management Chicago, Illinois	$497K	$0	1	0.03%	Maintained
3048	CFC Coyle Financial Counsel Glenview, Illinois	$496K	+$57.2K	1	0.09%	Increased
3049	WH Willner & Heller Encino, California	$496K	+$23.9K	2	0.31%	Increased
3050	UIM Unified Investment Management Atlanta, Georgia	$496K	+$11.6K	1	0.46%	Increased