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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
3226	CWWM Clear Wave Wealth Management Red Bank, New Jersey	$450K	+$464K	1	0.1%	New
3227	BRG Bay Rivers Group Williamsburg, Virginia	$450K	-$119K	1	0.19%	Reduced
3228	LPAM Lodestar Private Asset Management Alamo, California	$450K	+$10.7K	1	0.04%	Increased
3229	YIM Yoffe Investment Management Lemoyne, Pennsylvania	$449K	$0	1	0.58%	Maintained
3230	PCI Planning Center Inc Moline, Illinois	$449K	+$93.2K	1	0.05%	Increased
3231	SLC Second Line Capital Metairie, Louisiana	$449K	-$19.9K	1	0.09%	Reduced
3232	PCM Passive Capital Management Baltimore, Maryland	$448K	+$458K	2	0.13%	New
3233	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$448K	+$609K	1	0.38%	New
3234	PC Purewater Capital Fort Worth, Texas	$447K	+$368K	1	0.43%	New
3235	TCM Thoma Capital Management Towson, Maryland	$447K	+$93.4K	1	0.26%	Increased
3236	CCG Chatham Capital Group Savannah, Georgia	$446K	+$199	1	0.06%	Increased
3237	T Tidemark San Diego, California	$446K	+$87.2K	4	0.11%	Increased
3238	OPCM Osborne Partners Capital Management San Francisco, California	$446K	-$11M	1	0.02%	Reduced
3239	IWM IMG Wealth Management Jacksonville, Florida	$446K	+$263K	3	0.28%	Increased
3240	CFC Coyle Financial Counsel Glenview, Illinois	$445K	-$9.15K	1	0.09%	Reduced
3241	PRP Peak Retirement Planning Columbus, Ohio	$444K	+$454K	2	0.09%	New
3242	ASCM Adkins Seale Capital Management Shreveport, Louisiana	$444K	$0	2	0.44%	Maintained
3243	Balentine LLC Atlanta, Georgia	$443K	-$304K	1	0.02%	Reduced
3244	FFG Fiduciary Financial Group San Rafael, California	$443K	+$16.1K	1	0.06%	Increased
3245	LWM LeConte Wealth Management Maryville, Tennessee	$443K	+$9.54K	1	0.29%	Increased
3246	HWA HMV Wealth Advisors Shreveport, Louisiana	$442K	$0	1	0.21%	Maintained
3247	TLFA True Link Financial Advisors San Francisco, California	$442K	+$132K	3	0.03%	Increased
3248	ICM Islay Capital Management Lubbock, Texas	$442K	$0	2	0.22%	Maintained
3249	FI Finivi Inc Westborough, Massachusetts	$441K	-$2.78K	1	0.24%	Reduced
3250	Acorns Advisers Irvine, California	$440K	+$94K	1	0%	Increased