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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
3076	WFPG Waller Financial Planning Group Columbus, Ohio	$305K	-$19.2K	1	0.07%	Reduced
3077	FWA FORM Wealth Advisors Lake Geneva, Wisconsin	$305K	$0	1	0.04%	Maintained
3078	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$304K	$0	1	0.12%	Maintained
3079	NWAG Net Worth Advisory Group Sandy, Utah	$302K	+$1.2K	1	0.07%	Increased
3080	RWP Ridgeline Wealth Planning Centerville, Ohio	$301K	-$1.48K	1	0.25%	Reduced
3081	WWP Waypoint Wealth Partners Mill Valley, California	$301K	+$276K	1	0.07%	New
3082	NCM Neumann Capital Management Foster City, California	$301K	$0	1	0.09%	Maintained
3083	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$301K	$0	1	0.14%	Maintained
3084	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$300K	+$295K	1	0.08%	New
3085	FFG Fiduciary Financial Group San Rafael, California	$300K	+$2.8K	1	0.05%	Increased
3086	Congress Asset Management Boston, Massachusetts	$299K	-$47.7K	1	0%	Reduced
3087	TCPW Twin City Private Wealth Winston-Salem, North Carolina	$299K	+$8.13K	1	0.24%	Increased
3088	CP Camelot Portfolios Maumee, Ohio	$299K	$0	1	0.18%	Maintained
3089	BIM Bullseye Investment Management Cincinnati, Ohio	$297K	$0	1	0.18%	Maintained
3090	BWG Balanced Wealth Group Westlake, Ohio	$297K	+$25.3K	1	0.13%	Increased
3091	MIM Meixler Investment Management Show Low, Arizona	$296K	+$264K	1	0.2%	New
3092	GCM Greenland Capital Management New York	$296K	+$301K	1	0.03%	New
3093	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$296K	+$264K	1	0%	New
3094	AWM AAF Wealth Management Westborough, Massachusetts	$295K	-$92.6K	1	0.13%	Reduced
3095	AFC AFT Forsyth & Company West Palm Beach, Florida	$295K	$0	1	0.15%	Maintained
3096	SSC Syverson Strege & Co West Des Moines, Iowa	$294K	+$268K	1	0.07%	New
3097	FF Fluent Financial Dallas, Texas	$294K	-$7.2K	1	0.12%	Reduced
3098	WA WP Advisors San Francisco, California	$293K	+$5.06K	1	0.08%	Increased
3099	SPP Single Point Partners Boston, Massachusetts	$293K	-$533	1	0.06%	Reduced
3100	SP Symmetry Partners Glastonbury, Connecticut	$293K	-$69.3K	1	0.04%	Reduced