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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	MWA Motive Wealth Advisors Birmingham, Michigan	$252K	+$22.1K	1	0.11%	Increased
3202	Oversea-Chinese Banking Corp (OCBC) Singapore	$251K	-$372K	1	0.01%	Reduced
3203	PFM Phillips Financial Management Fort Wayne, Indiana	$251K	+$26.4K	1	0.02%	Increased
3204	CWG Crown Wealth Group Charlotte, North Carolina	$251K	+$229K	1	0.09%	New
3205	WPW Watershed Private Wealth Oak Brook, Illinois	$251K	-$99.8K	1	0.09%	Reduced
3206	HAM Hickory Asset Management Concord, Ohio	$250K	+$933	1	0.21%	Increased
3207	Private Management Group Irvine, California	$250K	+$14.3K	1	0.01%	Increased
3208	EWM Elmwood Wealth Management Berkeley, California	$250K	-$666	1	0.1%	Reduced
3209	AW Avion Wealth The Woodlands, Texas	$249K	+$18.8K	6	0.06%	Increased
3210	SEM Strategic Equity Management Tucson, Arizona	$249K	+$227K	1	0.09%	New
3211	SCM Spreng Capital Management Bucyrus, Ohio	$249K	$0	1	0.1%	Maintained
3212	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$249K	-$15.6K	1	0.05%	Reduced
3213	T Tidemark San Diego, California	$248K	+$124K	3	0.08%	Increased
3214	WB West Bancorporation West Des Moines, Iowa	$248K	-$2.99K	1	0.16%	Reduced
3215	MS Madden Securities Dallas, Texas	$248K	$0	1	0.08%	Maintained
3216	RWP Ridgecrest Wealth Partners Mill Valley, California	$248K	+$3.06K	1	0.13%	Increased
3217	RFW Rainier Family Wealth Tacoma, Washington	$248K	-$20.9K	1	0.25%	Reduced
3218	EAM Empirical Asset Management Wellesley, Massachusetts	$247K	+$4.93K	1	0.08%	Increased
3219	WTFG Wood Tarver Financial Group Boise, Idaho	$247K	+$763	3	0.07%	Increased
3220	AWP Accretive Wealth Partners Parsippany, New Jersey	$247K	+$13.8K	1	0.08%	Increased
3221	BWM BlackDiamond Wealth Management New York	$247K	+$228K	1	0.14%	New
3222	MEAC M.E. Allison & Co San Antonio, Texas	$247K	+$19.3K	1	0.2%	Increased
3223	NA Nautilus Advisors La Jolla, California	$246K	+$266	1	0.18%	Increased
3224	CC Capital Counsel New York	$246K	+$250K	1	0.01%	New
3225	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$246K	-$141K	1	0.06%	Reduced