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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	EWM Elite Wealth Management Kirkland, Washington	$222K	-$127K	1	0.03%	Reduced
3127	MQWP Morey & Quinn Wealth Partners Omaha, Nebraska	$222K	+$213K	1	0.18%	New
3128	BWP Baldwin Wealth Partners Marion, Massachusetts	$222K	+$213K	1	0.02%	New
3129	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$222K	+$213K	1	0.23%	New
3130	RWP Ridgecrest Wealth Partners Mill Valley, California	$222K	+$212K	1	0.12%	New
3131	WWC Waypoint Wealth Counsel Atlanta, Georgia	$221K	+$4.22K	1	0.14%	Increased
3132	VI VanderPol Investments Caledonia, Michigan	$221K	+$212K	1	0.47%	New
3133	EPAM Evelyn Partners Asset Management London,	$221K	+$14.7K	3	0.06%	Increased
3134	BRM Boston Research & Management Manchester, Massachusetts	$221K	-$12.7K	1	0.05%	Reduced
3135	LWM Lakeridge Wealth Management Mentor, Ohio	$221K	+$955	1	0.11%	Increased
3136	JEST JTC Employer Solutions Trustee St Helier, Jersey	$221K	$0	1	0.02%	Maintained
3137	VCP Vista Capital Partners Portland, Oregon	$221K	+$206K	1	0.03%	New
3138	EL EWA LLC Pittsbugh, Pennsylvania	$221K	+$186K	1	0.08%	New
3139	FUBT First United Bank & Trust Oakland, Maryland	$220K	+$11.5K	2	0.08%	Increased
3140	KWS Keystone Wealth Services Palm Desert, California	$220K	+$210K	1	0.06%	New
3141	QC Quantessence Capital New York	$220K	+$220K	1	0.06%	New
3142	CB Chris Bulman Roseville, California	$220K	+$210K	1	0.14%	New
3143	EAM Empirical Asset Management Wellesley, Massachusetts	$219K	-$8.98M	1	0.07%	Reduced
3144	BWA Burt Wealth Advisors North Bethesda, Maryland	$219K	+$210K	1	0.05%	New
3145	FFL Financial Freedom LLC Cincinnati, Ohio	$219K	$0	2	0.13%	Maintained
3146	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$218K	+$209K	1	0.03%	New
3147	WAM Winslow Asset Management Beachwood, Ohio	$218K	+$209K	1	0.05%	New
3148	WA Wealthstar Advisors Plano, Texas	$218K	+$208K	1	0.1%	New
3149	MPW Magnolia Private Wealth Philadelphia, Pennsylvania	$217K	+$208K	1	0.18%	New
3150	AWM Abound Wealth Management Franklin, Tennessee	$217K	+$114K	5	0.07%	Increased