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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	BAM Byrne Asset Management Kingston, New Jersey	$144K	-$105K	1	0.01%	Reduced
3252	PSFG Park Square Financial Group Roswell, Georgia	$144K	+$83.4K	4	0.11%	Increased
3253	TIM Thompson Investment Management Madison, Wisconsin	$143K	-$1.47K	3	0.02%	Reduced
3254	FMP Financial Management Professionals Austin, Texas	$142K	-$81.9K	4	0.02%	Reduced
3255	BHWM Beaird Harris Wealth Management Dallas, Texas	$142K	-$20.8K	2	0.01%	Reduced
3256	PWMG Private Wealth Management Group Princeton, New Jersey	$140K	+$844	5	0.05%	Increased
3257	KLWA Kelly Lawrence W & Associates Pasadens, California	$139K	$0	1	0.03%	Maintained
3258	AW Affinity Wealth Canton, Ohio	$137K	$0	1	0.14%	Maintained
3259	FNWM Financial Network Wealth Management Draper, Utah	$133K	+$126K	2	0.05%	New
3260	CA Centerpoint Advisors Needham, Massachusetts	$131K	-$21.2K	2	0.05%	Reduced
3261	PFG Putney Financial Group San Rafael, California	$123K	+$22.2K	1	0.13%	Increased
3262	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$121K	+$28	3	0.07%	Increased
3263	BTC Bank & Trust Company Litchfield, Illinois	$120K	$0	2	0.1%	Maintained
3264	T Tidemark San Diego, California	$120K	+$30.6K	2	0.04%	Increased
3265	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$120K	-$189K	2	0.08%	Reduced
3266	CWM Centricity Wealth Management Westerville, Ohio	$120K	$0	2	0.11%	Maintained
3267	FFA Frazier Financial Advisors Columbus, Ohio	$119K	+$25.5K	3	0.09%	Increased
3268	CIAS CBIZ Investment Advisory Services Independence, Ohio	$118K	+$3.28K	3	0.01%	Increased
3269	Centiva Capital New York	$117K	-$1.75M	1	0%	Reduced
3270	CFS CGC Financial Services Lake Oswego, Oregon	$117K	-$4.44K	2	0.05%	Reduced
3271	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$116K	$0	2	0.06%	Maintained
3272	BAM Bellevue Asset Management Bellevue, Washington	$106K	+$210	4	0.06%	Increased
3273	MAM Morse Asset Management Darien, Connecticut	$104K	-$101K	3	0.03%	Reduced
3274	NL NKCFO LLC Geneva, Illinois	$104K	+$106K	1	0.05%	New
3275	GFL Granite FO LLC Bedford, New Hampshire	$104K	$0	1	0.06%	Maintained