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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	Erste Asset Management Vienna, Austria	$174K	$0	2	0%	Maintained
3027	PIS POM Investment Strategies Raleigh, North Carolina	$173K	-$21.4K	1	0.13%	Reduced
3028	CYG Clean Yield Group Norwich, Vermont	$171K	-$25K	1	0.05%	Reduced
3029	EPW Evergreen Private Wealth Greenwood Village, Colorado	$168K	$0	2	0.08%	Maintained
3030	OC Oakmont Corp Los Angeles, California	$167K	$0	1	0.03%	Maintained
3031	HRC Hoertkorn Richard Charles	$165K	$0	1	0.07%	Maintained
3032	CAM Creekmur Asset Management Morton, Illinois	$160K	-$14.7K	4	0.04%	Reduced
3033	ACM Adalta Capital Management New York	$158K	$0	1	0.08%	Maintained
3034	SIS Strategic Investment Solutions Orland Park, Illinois	$154K	-$114K	3	0.05%	Reduced
3035	GA GoalVest Advisory New York	$152K	+$12.7K	3	0.04%	Increased
3036	APC Aspire Private Capital Cornelius, North Carolina	$148K	+$11K	3	0.04%	Increased
3037	Stonehage Fleming Financial Services St. Helier, Jersey	$145K	$0	1	0%	Maintained
3038	GWSA Global Wealth Strategies & Associates Denver, Colorado	$143K	+$2.37K	3	0.05%	Increased
3039	RF Robinswood Financial Kirkland, Washington	$141K	$0	1	0.05%	Maintained
3040	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$140K	$0	2	0.09%	Maintained
3041	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$136K	$0	3	0.04%	Maintained
3042	FPF First Pacific Financial Vancouver, Washington	$136K	+$570	1	0.03%	Increased
3043	AWM Abound Wealth Management Franklin, Tennessee	$134K	+$53.2K	5	0.04%	Increased
3044	PWMG Private Wealth Management Group Princeton, New Jersey	$134K	-$425	4	0.05%	Reduced
3045	BHWM Beaird Harris Wealth Management Dallas, Texas	$134K	-$172K	2	0.01%	Reduced
3046	Vaughan Nelson Investment Management Houston, Texas	$133K	$0	1	0%	Maintained
3047	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$133K	+$15.9K	4	0.03%	Increased
3048	KLWA Kelly Lawrence W & Associates Pasadens, California	$127K	$0	1	0.03%	Maintained
3049	CWP Concord Wealth Partners Abingdon, Virginia	$122K	+$2.32K	4	0.02%	Increased
3050	CA Centerpoint Advisors Needham, Massachusetts	$122K	-$28K	3	0.04%	Reduced