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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
3101	BWM BNB Wealth Management Silver Spring, Maryland	$465K	-$307K	1	0.25%	Reduced
3102	BFA Brown Financial Advisors Milford, Ohio	$465K	-$2.02K	1	0.16%	Reduced
3103	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$465K	+$4.58K	1	0.07%	Increased
3104	IRP Investment Research Partners Lemont, Pennsylvania	$464K	+$121K	1	0.16%	Increased
3105	ONST Old North State Trust Greensboro, North Carolina	$464K	$0	2	0.24%	Maintained
3106	APFP Action Point Financial Planning Grand Rapids, Michigan	$462K	+$466K	8	0.05%	New
3107	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$462K	$0	1	0.03%	Maintained
3108	SPWM Smith Partners Wealth Management Greensboro, North Carolina	$461K	$0	1	0.37%	Maintained
3109	FFG Fiduciary Financial Group San Rafael, California	$461K	+$24.4K	1	0.05%	Increased
3110	OPA Old Port Advisors Portland, Maine	$461K	+$29.3K	1	0.09%	Increased
3111	PL Parthenon LLC Louisville, Kentucky	$461K	$0	1	0.05%	Maintained
3112	BWM BlackDiamond Wealth Management New York	$460K	+$17.6K	1	0.18%	Increased
3113	RYA Richard Young Associates Augusta, Georgia	$459K	+$443K	1	0.3%	New
3114	VIM VELA Investment Management New Albany, Ohio	$458K	$0	1	0.1%	Maintained
3115	BDA Borer Denton & Associates Blue Bell, Pennsylvania	$457K	+$45.8K	1	0.15%	Increased
3116	GC Gibson Capital Wexford, Pennsylvania	$455K	$0	1	0.07%	Maintained
3117	BP Broadleaf Partners Hudson, Ohio	$455K	$0	1	0.09%	Maintained
3118	SFG Snider Financial Group Bellevue, Washington	$454K	-$30K	1	0.12%	Reduced
3119	SWM Stockman Wealth Management Billings, Montana	$454K	-$3.12K	1	0.05%	Reduced
3120	JF JSF Financial Los Angeles, California	$453K	-$5.32K	1	0.07%	Reduced
3121	MSG Main Street Group Glen Allen, Virginia	$452K	+$3.84K	3	0.11%	Increased
3122	AWA Arbor Wealth Advisors Troy, Michigan	$452K	$0	1	0.28%	Maintained
3123	DFS Demming Financial Services Aurora, Ohio	$452K	-$19.1K	1	0.29%	Reduced
3124	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$451K	-$23.1K	1	0.08%	Reduced
3125	IP Isthmus Partners Madison, Wisconsin	$450K	$0	2	0.04%	Maintained