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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
3051	IPW Inlet Private Wealth Jupiter, Florida	$495K	$0	1	0.12%	Maintained
3052	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$494K	-$2.39M	1	0.11%	Reduced
3053	DIP Davis Investment Partners Charlotte, North Carolina	$493K	$0	1	0.15%	Maintained
3054	WPA Winning Points Advisors Boca Raton, Florida	$493K	$0	1	0.65%	Maintained
3055	BFA Brendel Financial Advisors Hanover, New Hampshire	$493K	-$550	1	0.23%	Reduced
3056	MF Meridian Financial Holliston, Massachusetts	$493K	+$9.17K	1	0.24%	Increased
3057	SC Solstein Capital Menlo Park, California	$493K	$0	4	0.17%	Maintained
3058	IAG Investmark Advisory Group Shelton, Connecticut	$493K	-$917	1	0.19%	Reduced
3059	TIA TCFG Investment Advisors Laguna Niguel, California	$492K	-$27.9K	1	0.17%	Reduced
3060	TFG Taylor Financial Group Roanoke, Virginia	$492K	$0	1	0.27%	Maintained
3061	PPC Pennington Partners & Co Bethesda, Maryland	$491K	+$33.6K	1	0.16%	Increased
3062	LOIP Live Oak Investment Partners Austin, Texas	$489K	+$73.8K	1	0.26%	Increased
3063	TWM Trueblood Wealth Management Lima, Ohio	$489K	-$6.6K	2	0.17%	Reduced
3064	SCA Southern Capital Advisors Jackson, Tennessee	$489K	-$253K	1	0.2%	Reduced
3065	APG Abacus Planning Group Columbia, South Carolina	$488K	+$8.07K	1	0.06%	Increased
3066	BZWA Blue Zone Wealth Advisors Los Angeles, California	$486K	+$4.04K	2	0.08%	Increased
3067	GCM Gibraltar Capital Management Tulsa, Oklahoma	$484K	+$19.8K	1	0.07%	Increased
3068	WBC Westpac Banking Corp Sydney, Australia	$484K	-$5.75K	2	0.03%	Reduced
3069	CFGW Chancellor Financial Group WB Wilkes-Barre, Pennsylvania	$483K	+$11.4K	1	0.3%	Increased
3070	SLC Second Line Capital Metairie, Louisiana	$483K	-$550	1	0.09%	Reduced
3071	SWG Summit Wealth Group White River Junction, Vermont	$482K	-$2.93K	1	0.1%	Reduced
3072	DA Detalus Advisors St. Louis, Missouri	$481K	-$20.9K	1	0.09%	Reduced
3073	MCM McRae Capital Management Morristown, New Jersey	$481K	-$9.17K	1	0.09%	Reduced
3074	SIG Spinnaker Investment Group Newport Beach, California	$481K	+$24.9K	1	0.08%	Increased
3075	PWP Prasad Wealth Partners Independence, Ohio	$481K	+$1.83K	1	0.12%	Increased