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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
3276	EWP Elevation Wealth Partners Santa Rosa, California	$230K	+$400	2	0.09%	Increased
3277	PP PrairieView Partners St. Paul, Minnesota	$229K	$0	1	0.02%	Maintained
3278	BAM Blueshift Asset Management Red Bank, New Jersey	$228K	+$206K	1	0.07%	New
3279	KAM Knightsbridge Asset Management Newport Beach, California	$228K	+$4.26K	1	0.05%	Increased
3280	BAM Byrne Asset Management Kingston, New Jersey	$228K	+$184K	3	0.15%	Increased
3281	OWIM Old West Investment Management Los Angeles, California	$228K	$0	1	0.08%	Maintained
3282	PIFP Partners in Financial Planning Salem, Virginia	$228K	$0	1	0.04%	Maintained
3283	HFS Hughes Financial Services Herndon, Virginia	$227K	+$34.7K	5	0.04%	Increased
3284	FGWP Founders Grove Wealth Partners Richmond, Virginia	$227K	+$5.9K	1	0.06%	Increased
3285	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$227K	-$25.8K	3	0.35%	Reduced
3286	AWF Alpha Wealth Funds Park City, Utah	$227K	+$181K	1	0.19%	New
3287	FEM Fulcrum Equity Management Plano, Texas	$226K	+$206K	1	0.23%	New
3288	SFS Symphony Financial Services Akron, Ohio	$225K	$0	1	0.13%	Maintained
3289	IWP Innova Wealth Partners Newtown, Pennsylvania	$225K	$0	1	0.13%	Maintained
3290	SLC Second Line Capital Metairie, Louisiana	$225K	-$10.1K	1	0.05%	Reduced
3291	FCM Fortis Capital Management Bellevue, Washington	$225K	+$205K	1	0.04%	New
3292	RIS Retirement Income Solutions Ann Arbor, Michigan	$225K	+$205K	1	0.04%	New
3293	BFG Berger Financial Group Plymouth, Minnesota	$224K	-$19.7K	1	0.01%	Reduced
3294	OC OxenFree Capital Satellite Beach, Florida	$224K	+$205K	1	0.14%	New
3295	EPAM Evelyn Partners Asset Management London,	$224K	-$14.7K	2	0.06%	Reduced
3296	Alesco Advisors Pittsford, New York	$224K	-$133	1	0.01%	Reduced
3297	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$224K	$0	2	0.13%	Maintained
3298	IWB Innovative Wealth Building California, Maryland	$223K	+$983	1	0.19%	Increased
3299	TA TFB Advisors Overland Park, Kansas	$223K	+$2.13K	1	0.06%	Increased
3300	SA Sicart Associates New York	$223K	$0	1	0.08%	Maintained