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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
3251	BWP BSW Wealth Partners Boulder, Colorado	$387K	+$2.38K	1	0.04%	Increased
3252	WAG Windsor Advisory Group Columbus, Ohio	$387K	+$374K	1	0.28%	New
3253	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$386K	-$160K	1	0.19%	Reduced
3254	UCB United Community Bank Greenville, South Carolina	$386K	+$11.2K	2	0.12%	Increased
3255	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$385K	+$734	1	0.06%	Increased
3256	AWA Alta Wealth Advisors Woburn, Massachusetts	$384K	$0	1	0.1%	Maintained
3257	CCA Cooper Capital Advisors Encinitas, California	$384K	-$3.33K	1	0.17%	Reduced
3258	GWM GK Wealth Management Reno, Nevada	$384K	+$371K	1	0.2%	New
3259	M MATAURO New York	$383K	+$5.87K	1	0.05%	Increased
3260	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$383K	-$187K	1	0.07%	Reduced
3261	RA Riversedge Advisors Wilmington, Delaware	$382K	+$171K	1	0.05%	Increased
3262	CA CV Advisors Aventura, Florida	$381K	+$369K	1	0.07%	New
3263	PCWA Pacific Capital Wealth Advisors Corona, California	$381K	$0	1	0.06%	Maintained
3264	HCM Harvey Capital Management Palm Beach, Florida	$379K	-$367	1	0.08%	Reduced
3265	FCG Fielder Capital Group Nashville, Tennessee	$378K	-$69.8K	1	0.08%	Reduced
3266	CWG Crown Wealth Group Charlotte, North Carolina	$378K	+$14.7K	1	0.1%	Increased
3267	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$377K	+$1.47K	1	0.13%	Increased
3268	NB Northwest Bancshares Warren, Pennsylvania	$377K	-$19.6K	1	0.07%	Reduced
3269	NWAG Net Worth Advisory Group Sandy, Utah	$376K	-$8.44K	1	0.09%	Reduced
3270	WAG Wallace Advisory Group Lafayette, California	$375K	+$35.6K	1	0.35%	Increased
3271	AWM Ariadne Wealth Management Santa Barbara, California	$375K	-$25.5K	1	0.17%	Reduced
3272	WAM Walker Asset Management Verona, Missouri	$374K	-$199K	1	0.19%	Reduced
3273	HFS Hughes Financial Services Herndon, Virginia	$374K	+$77.4K	7	0.05%	Increased
3274	CC Capital Counsel New York	$374K	$0	1	0.01%	Maintained
3275	MM MQS Management New York	$373K	+$361K	1	0.46%	New