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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
3126	CFO Collective Family Office York, Pennsylvania	$204K	$0	1	0.06%	Maintained
3127	I2I Insight 2811 Inc Chicago, Illinois	$204K	+$3.02K	1	0.1%	Increased
3128	DCM DGS Capital Management Jersey City, New Jersey	$203K	-$212K	1	0.05%	Reduced
3129	TC TFR Capital Plano, Texas	$203K	+$211K	1	0.1%	New
3130	FRM Foundation Resource Management Little Rock, Arkansas	$202K	$0	1	0.03%	Maintained
3131	WWC Waypoint Wealth Counsel Atlanta, Georgia	$202K	$0	1	0.13%	Maintained
3132	LWM Lakeridge Wealth Management Mentor, Ohio	$202K	+$503	1	0.1%	Increased
3133	AIMC Alley Investment Management Company Lake Forest, Illinois	$201K	$0	1	0.03%	Maintained
3134	MWM McMill Wealth Management Norfolk, Nebraska	$201K	+$210K	1	0.08%	New
3135	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$201K	-$2.29K	1	0.14%	Reduced
3136	BPAMU BTG Pactual Asset Management US New York	$200K	+$7.01K	1	0.02%	Increased
3137	DekaBank Deutsche Girozentrale Frankfurt, Germany	$200K	$0	1	0%	Maintained
3138	WTFG Wood Tarver Financial Group Boise, Idaho	$200K	+$211K	3	0.07%	New
3139	SWM Sugarloaf Wealth Management Duluth, Georgia	$198K	-$6.22K	2	0.04%	Reduced
3140	B Birchbrook Bangor, Maine	$195K	$0	3	0.11%	Maintained
3141	RA Ransom Advisory Providence, Rhode Island	$195K	$0	3	0.09%	Maintained
3142	FFL Financial Freedom LLC Cincinnati, Ohio	$194K	+$121	2	0.1%	Increased
3143	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$192K	+$116K	3	0.37%	Increased
3144	JEST JTC Employer Solutions Trustee St Helier, Jersey	$192K	+$2.9K	1	0.01%	Increased
3145	SC Stephens Consulting Flint, Michigan	$192K	$0	3	0.05%	Maintained
3146	EWP Elevation Wealth Partners Santa Rosa, California	$186K	+$1.9K	2	0.08%	Increased
3147	SNB Security National Bank Omaha, Nebraska	$186K	$0	1	0.03%	Maintained
3148	MIM Meridiem Investment Management London, United Kingdom	$185K	$0	1	0%	Maintained
3149	AW Avion Wealth The Woodlands, Texas	$183K	-$61.2K	4	0.05%	Reduced
3150	BC Bayforest Capital London, United Kingdom	$183K	+$207K	3	0.23%	New