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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	TIM Thompson Investment Management Madison, Wisconsin	$171K	+$3.68K	3	0.02%	Increased
3402	FIG Fortress Investment Group New York	$170K	+$132K	1	0.02%	New
3403	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$167K	-$13.4K	3	0.06%	Reduced
3404	BHWM Beaird Harris Wealth Management Dallas, Texas	$166K	+$3.87K	2	0.01%	Increased
3405	FMP Financial Management Professionals Austin, Texas	$166K	+$8.31K	3	0.02%	Increased
3406	CCM Carderock Capital Management Chevy Chase, Maryland	$164K	+$150K	1	0.04%	New
3407	IWP IAG Wealth Partners Waukesha, Wisconsin	$163K	$0	3	0.02%	Maintained
3408	NL NKCFO LLC Geneva, Illinois	$163K	$0	1	0.07%	Maintained
3409	GFL Granite FO LLC Bedford, New Hampshire	$163K	$0	1	0.09%	Maintained
3410	NWM Navigoe Wealth Management Redondo Beach, California	$161K	$0	1	0.12%	Maintained
3411	Vaughan Nelson Investment Management Houston, Texas	$161K	$0	1	0%	Maintained
3412	PWMG Private Wealth Management Group Princeton, New Jersey	$156K	+$7.18K	6	0.05%	Increased
3413	CWIG Chung Wu Investment Group Sugar Land, Texas	$155K	+$141K	1	0.16%	New
3414	KLWA Kelly Lawrence W & Associates Pasadens, California	$153K	$0	1	0.04%	Maintained
3415	JCP JB Capital Partners Armonk, New York	$152K	$0	1	0.03%	Maintained
3416	SC Sawyer & Company Boston, Massachusetts	$150K	-$98.6K	1	0.05%	Reduced
3417	WI Wahed Invest New York	$149K	+$151K	1	0.02%	New
3418	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$148K	+$19.2K	2	0.06%	Increased
3419	TCM Traub Capital Management Needham, Massachusetts	$144K	+$132K	5	0.13%	New
3420	TCM TD Capital Management Memphis, Tennessee	$141K	+$75.6K	3	0.01%	Increased
3421	CWM Centricity Wealth Management Westerville, Ohio	$139K	$0	2	0.11%	Maintained
3422	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$135K	-$306	3	0.07%	Reduced
3423	AW Affinity Wealth Canton, Ohio	$134K	$0	1	0.11%	Maintained
3424	BOTPPF Board of the Pension Protection Fund Croydon, United Kingdom	$131K	-$973K	1	0.14%	Reduced
3425	MAM Morse Asset Management Darien, Connecticut	$130K	+$9.73K	3	0.03%	Increased