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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	AC Asio Capital Lexington, Kentucky	$281K	-$3.22M	1	0.05%	Reduced
3127	KWM Kaydan Wealth Management Fenton, Michigan	$281K	$0	1	0.09%	Maintained
3128	TC TAGStone Capital Charlotte, North Carolina	$281K	+$133	1	0.12%	Increased
3129	AZ Alpha Zero Boca Raton, Florida	$281K	+$256K	1	0.18%	New
3130	WCM Weik Capital Management Wyomissing, Pennsylvania	$281K	+$5.2K	1	0.11%	Increased
3131	HFS Heritage Financial Services Westwood, Massachusetts	$280K	+$4.53K	1	0.03%	Increased
3132	5SA 5th Street Advisors Southport, Connecticut	$280K	$0	1	0.14%	Maintained
3133	RWM Reston Wealth Management Reston, Virginia	$279K	-$272K	1	0.1%	Reduced
3134	SWP Summit Wealth Partners Orlando, Florida	$279K	$0	1	0.05%	Maintained
3135	WAM Walker Asset Management Verona, Missouri	$279K	+$1.2K	1	0.16%	Increased
3136	TA Teton Advisors Rye, New York	$279K	+$217K	1	0.17%	New
3137	NI NDVR Inc Boston, Massachusetts	$278K	+$250K	1	0.26%	New
3138	SIC Samalin Investment Counsel Chappaqua, New York	$278K	+$3.44K	1	0.11%	Increased
3139	MFG Mosaic Financial Group Chicago, Illinois	$277K	-$98.9K	1	0.21%	Reduced
3140	JCFM JBR Co Financial Management Ardmore, Oklahoma	$277K	-$20K	1	0.14%	Reduced
3141	CL CVFG LLC Shelbyville, Indiana	$277K	-$21.3K	1	0.22%	Reduced
3142	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$273K	$0	1	0.05%	Maintained
3143	WA Wealthstream Advisors New York	$273K	+$249K	1	0.05%	New
3144	VCAM Van Cleef Asset Management Beachwood, Ohio	$272K	$0	1	0.03%	Maintained
3145	WWC Waypoint Wealth Counsel Atlanta, Georgia	$272K	+$1.24K	1	0.13%	Increased
3146	CFS Commonwealth Financial Services Vienna, West Virginia	$271K	+$35.6K	1	0.05%	Increased
3147	AIA Accelerate Investment Advisors Aliso Viejo, California	$271K	+$247K	1	0.2%	New
3148	PCI Planning Center Inc Moline, Illinois	$271K	$0	1	0.03%	Maintained
3149	SOAG Silver Oak Advisory Group Portland, Oregon	$271K	+$19.9K	1	0.13%	Increased
3150	Ossiam Paris, France	$270K	+$274K	1	0%	New