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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	SA Sunesis Advisors Overland Park, Kansas	$227K	$0	1	0.14%	Maintained
3052	WA Whipplewood Advisors Littleton, Colorado	$227K	+$239K	4	0.13%	New
3053	WWM Waterway Wealth Management The Woodlands, Texas	$227K	+$25.5K	1	0.1%	Increased
3054	ACM Academy Capital Management Waco, Texas	$226K	+$236K	1	0.04%	New
3055	LA Latitude Advisors Vero Beach, Florida	$226K	+$236K	1	0.13%	New
3056	TA TrueWealth Advisors Birmingham, Alabama	$226K	+$725	1	0.08%	Increased
3057	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$226K	+$32.5K	1	0.05%	Increased
3058	HB Horizon Bancorp Michigan City, Indiana	$225K	-$42.9K	3	0.11%	Reduced
3059	HCP Hexagon Capital Partners Rogers, Arkansas	$225K	+$47.4K	6	0.04%	Increased
3060	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$224K	+$234K	1	0.2%	New
3061	KAM Knightsbridge Asset Management Newport Beach, California	$224K	+$240K	1	0.05%	New
3062	IPW Impact Partnership Wealth Marietta, Georgia	$223K	+$1.09K	1	0.05%	Increased
3063	TC TAGStone Capital Charlotte, North Carolina	$223K	$0	1	0.11%	Maintained
3064	KWM Kaydan Wealth Management Fenton, Michigan	$223K	$0	1	0.07%	Maintained
3065	LEA Legacy Edge Advisors Syosset, New York	$223K	$0	1	0.04%	Maintained
3066	FW Fidato Wealth Middleburg Heights, Ohio	$222K	+$238K	1	0.17%	New
3067	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$222K	+$503	1	0.06%	Increased
3068	MCP Militia Capital Partners Las Vegas, Nevada	$222K	+$215K	1	0.12%	New
3069	HAS HBW Advisory Services Simi Valley, California	$221K	-$31.7K	1	0.02%	Reduced
3070	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$221K	$0	1	0.04%	Maintained
3071	JSAM J. Safra Asset Management New York	$219K	-$30.2K	1	0.02%	Reduced
3072	WAM Walker Asset Management Verona, Missouri	$219K	+$1.21K	1	0.13%	Increased
3073	AWP Accretive Wealth Partners Parsippany, New Jersey	$219K	$0	1	0.09%	Maintained
3074	KC Kades & Cheifetz Berwyn, Pennsylvania	$219K	-$8.94K	1	0.11%	Reduced
3075	RCG Regatta Capital Group El Segundo, California	$219K	-$3.02K	1	0.04%	Reduced