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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
3401	GC Garde Capital Seattle, Washington	$318K	+$11K	1	0.01%	Increased
3402	BWP Baldwin Wealth Partners Marion, Massachusetts	$318K	$0	1	0.02%	Maintained
3403	4WM 49 Wealth Management Austin, Texas	$317K	-$243K	1	0.06%	Reduced
3404	A Alongside Austin, Texas	$317K	+$307K	1	0.06%	New
3405	RWP Ridgecrest Wealth Partners Mill Valley, California	$317K	-$14.7K	1	0.15%	Reduced
3406	MCA Magnolia Capital Advisors Jackson, Mississippi	$316K	-$108K	1	0.05%	Reduced
3407	WRCM Western Reserve Capital Management Hudson, Ohio	$316K	$0	1	0.23%	Maintained
3408	ASG Ariston Services Group San Diego, California	$316K	+$305K	1	0.17%	New
3409	TFA Tranquilli Financial Advisor Clinton, New Jersey	$315K	-$1.28K	1	0.17%	Reduced
3410	RAM Redmond Asset Management Henrico, Virginia	$315K	-$11.5K	1	0.08%	Reduced
3411	AP Advisortrust Partners Raleigh, North Carolina	$315K	+$31.7K	1	0.11%	Increased
3412	TWM Tripletail Wealth Management Orlando, Florida	$313K	+$75.4K	3	0.36%	Increased
3413	QP Quartz Partners Saratoga Springs, New York	$313K	-$529K	1	0.1%	Reduced
3414	WAM Winslow Asset Management Beachwood, Ohio	$313K	$0	1	0.05%	Maintained
3415	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$312K	-$5.5K	1	0.01%	Reduced
3416	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$312K	$0	1	0.03%	Maintained
3417	RSS Rosenblum Silverman Sutton San Francisco, California	$312K	$0	1	0.08%	Maintained
3418	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$311K	+$9.35K	1	0.11%	Increased
3419	C Covestor London, United Kingdom	$311K	-$494K	8	0.18%	Reduced
3420	GA Gordian Advisors Tucson, Arizona	$311K	+$367	1	0.18%	Increased
3421	WFPG Waller Financial Planning Group Columbus, Ohio	$311K	$0	1	0.06%	Maintained
3422	BFF Byrne Financial Freedom Franklin, Massachusetts	$310K	-$114K	1	0.12%	Reduced
3423	RWP Ridgeline Wealth Planning Centerville, Ohio	$310K	+$577	1	0.2%	Increased
3424	PP Patron Partners Houston, Texas	$310K	-$257K	1	0.12%	Reduced
3425	LIA Limestone Investment Advisors New York	$310K	-$231K	2	0.02%	Reduced