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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
3151	EPAM Evelyn Partners Asset Management London,	$182K	+$191K	2	0.05%	New
3152	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$181K	-$173K	1	0.21%	Reduced
3153	RFA Reyes Financial Architecture San Diego, California	$181K	+$189K	1	0.14%	New
3154	FUBT First United Bank & Trust Oakland, Maryland	$181K	-$31.4K	1	0.07%	Reduced
3155	MAM Morse Asset Management Darien, Connecticut	$178K	-$307K	4	0.04%	Reduced
3156	SC Sawyer & Company Boston, Massachusetts	$177K	+$149K	1	0.07%	Increased
3157	PP PrairieView Partners St. Paul, Minnesota	$175K	$0	1	0.02%	Maintained
3158	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$175K	+$184K	2	0.12%	New
3159	HI Human Investing Lake Oswego, Oregon	$173K	+$181K	3	0.03%	New
3160	TLA Tanglewood Legacy Advisors Houston, Texas	$169K	$0	2	0.07%	Maintained
3161	PIS POM Investment Strategies Raleigh, North Carolina	$165K	$0	1	0.12%	Maintained
3162	CYG Clean Yield Group Norwich, Vermont	$165K	+$1.81K	1	0.05%	Increased
3163	PAG Paladin Advisory Group Clive, Iowa	$164K	-$15.2K	2	0.13%	Reduced
3164	OC Oakmont Corp Los Angeles, California	$163K	$0	1	0.03%	Maintained
3165	WWP WR Wealth Planners Columbia, Missouri	$163K	-$37.9K	5	0.05%	Reduced
3166	MIM Marshall Investment Management Littleton, Colorado	$162K	+$162K	1	0.1%	New
3167	KI Kapitalo Investimentos Sao Paulo, Brazil	$162K	+$167K	2	0.11%	New
3168	EPW Evergreen Private Wealth Greenwood Village, Colorado	$161K	-$47	1	0.08%	Reduced
3169	Erste Asset Management Vienna, Austria	$160K	$0	2	0%	Maintained
3170	HRC Hoertkorn Richard Charles	$158K	$0	1	0.06%	Maintained
3171	FS Financially Speaking Greenwood Village, Colorado	$158K	+$166K	2	0.11%	New
3172	FWM FSA Wealth Management Needham, Massachusetts	$153K	-$21.7K	3	0.06%	Reduced
3173	BHWM Beaird Harris Wealth Management Dallas, Texas	$153K	+$33.6K	2	0.01%	Increased
3174	ACM Adalta Capital Management New York	$150K	$0	1	0.08%	Maintained
3175	CAM Creekmur Asset Management Morton, Illinois	$149K	+$361	4	0.03%	Increased