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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
3201	CCA Cora Capital Advisors Marlton, New Jersey	$204K	+$195K	1	0.1%	New
3202	BWG Balanced Wealth Group Westlake, Ohio	$203K	$0	1	0.1%	Maintained
3203	CFO Collective Family Office York, Pennsylvania	$203K	$0	1	0.05%	Maintained
3204	SC Sawyer & Company Boston, Massachusetts	$203K	$0	1	0.08%	Maintained
3205	CWM Consultiva Wealth Management San Juan, Puerto Rico	$203K	+$137K	2	0.7%	Increased
3206	Alesco Advisors Pittsford, New York	$203K	+$194K	1	0.01%	New
3207	VEA Virtus ETF Advisers New York	$203K	+$189K	1	0.13%	New
3208	KAM Knightsbridge Asset Management Newport Beach, California	$203K	-$29.9K	1	0.05%	Reduced
3209	SA Sicart Associates New York	$203K	+$194K	1	0.07%	New
3210	CSIA Carl Stuart Investment Advisor Austin, Texas	$202K	+$194K	1	0.11%	New
3211	TA TFB Advisors Overland Park, Kansas	$202K	+$188K	1	0.06%	New
3212	PFM Phillips Financial Management Fort Wayne, Indiana	$202K	+$193K	1	0.02%	New
3213	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$201K	+$192K	1	0.02%	New
3214	CL CSS LLC Chicago, Illinois	$201K	-$355K	1	0.01%	Reduced
3215	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$200K	-$165K	1	0.06%	Reduced
3216	CYG Clean Yield Group Norwich, Vermont	$200K	+$11.5K	2	0.07%	Increased
3217	KAM KEB Asset Management Springfield, Illinois	$200K	+$191K	1	0.06%	New
3218	BAM Broyhill Asset Management Charlotte, North Carolina	$200K	+$191K	1	0.16%	New
3219	PI Pettee Investors Rowayton, Connecticut	$200K	+$191K	1	0.12%	New
3220	TCM TruNorth Capital Management Kalamazoo, Michigan	$199K	+$99.3K	1	0.05%	Increased
3221	GA GoalVest Advisory New York	$199K	+$51.2K	3	0.05%	Increased
3222	FS Financially Speaking Greenwood Village, Colorado	$195K	+$23.4K	1	0.14%	Increased
3223	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$192K	-$5.71K	2	0.13%	Reduced
3224	RF Robinswood Financial Kirkland, Washington	$191K	+$35.1K	1	0.07%	Increased
3225	TLA Tanglewood Legacy Advisors Houston, Texas	$188K	$0	2	0.08%	Maintained