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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
3176	DekaBank Deutsche Girozentrale Frankfurt, Germany	$262K	$0	1	0%	Maintained
3177	ONST Old North State Trust Greensboro, North Carolina	$262K	$0	1	0.18%	Maintained
3178	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$262K	-$55.6K	2	0.04%	Reduced
3179	FGA Fortis Group Advisors Westwood, New Jersey	$262K	$0	2	0.05%	Maintained
3180	EP Essential Planning Portsmouth, New Hampshire	$261K	+$266	1	0.1%	Increased
3181	LPAM Lodestar Private Asset Management Alamo, California	$261K	+$20.7K	1	0.03%	Increased
3182	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$260K	+$6.53K	1	0.16%	Increased
3183	JFA JNBA Financial Advisors Bloomington, Minnesota	$260K	-$11.6K	5	0.03%	Reduced
3184	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$259K	+$13.3K	1	0.26%	Increased
3185	BSC Brown Shipley & Co London, United Kingdom	$259K	+$263K	1	0.14%	New
3186	RFA Rollins Financial Advisors New York City, New York	$259K	$0	1	0.04%	Maintained
3187	Marex Group London,	$258K	-$62.3M	1	0%	Reduced
3188	PW PUREfi Wealth Boston, Massachusetts	$258K	+$235K	1	0.21%	New
3189	SLWA San Luis Wealth Advisors San Luis Obispo, California	$258K	-$110K	1	0.06%	Reduced
3190	EWM Edge Wealth Management New York	$258K	$0	1	0.05%	Maintained
3191	PI Pettee Investors Rowayton, Connecticut	$257K	+$33.3K	1	0.15%	Increased
3192	FRM Foundation Resource Management Little Rock, Arkansas	$255K	$0	1	0.04%	Maintained
3193	MWM McMill Wealth Management Norfolk, Nebraska	$255K	+$666	1	0.08%	Increased
3194	SC Stephens Consulting Flint, Michigan	$254K	+$21.6K	5	0.06%	Increased
3195	AIMC Alley Investment Management Company Lake Forest, Illinois	$254K	$0	1	0.03%	Maintained
3196	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$254K	+$2K	1	0.06%	Increased
3197	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$254K	$0	2	0.17%	Maintained
3198	HCM Hollencrest Capital Management Newport Beach, California	$253K	-$30.8K	3	0.01%	Reduced
3199	KWM Kingsman Wealth Management Pensacola, Florida	$253K	-$2.57M	1	0.16%	Reduced
3200	FLFS Family Legacy Financial Solutions Cary, North Carolina	$253K	+$263K	2	0.21%	New