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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	AFA American Financial Advisors Marietta, Georgia	$231K	+$1.71K	1	0.03%	Increased
3402	WTFG Wood Tarver Financial Group Boise, Idaho	$231K	-$45.7K	1	0.07%	Reduced
3403	Index Fund Advisors Irvine, California	$231K	+$214K	1	0.01%	New
3404	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$231K	$0	1	0.02%	Maintained
3405	EPW Evergreen Private Wealth Greenwood Village, Colorado	$231K	-$4.97K	1	0.09%	Reduced
3406	TLA Tanglewood Legacy Advisors Houston, Texas	$230K	$0	2	0.09%	Maintained
3407	GRA Golden Road Advisors Tampa, Florida	$230K	+$213K	1	0.13%	New
3408	SFA Seneca Financial Advisors Rochester, New York	$229K	+$213K	1	0.07%	New
3409	SFP Sandbox Financial Partners Bethesda, Maryland	$229K	-$8.54K	1	0.07%	Reduced
3410	GFG Greystone Financial Group Bloomfield Hills, Michigan	$228K	+$204K	1	0.04%	New
3411	PWG Private Wealth Group Tampa, Florida	$228K	+$160K	1	0.11%	New
3412	MKW Mullaney, Keating & Wright Middletown, Connecticut	$228K	+$212K	1	0.13%	New
3413	HRC Hoertkorn Richard Charles	$228K	$0	1	0.09%	Maintained
3414	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$228K	+$29.8K	3	0.07%	Increased
3415	IPAM Investment Partners Asset Management Metuchen, New Jersey	$228K	-$7.76K	1	0.15%	Reduced
3416	AWM Accredited Wealth Management Louisville, Kentucky	$228K	+$157K	3	0.17%	Increased
3417	THCM Taylor Hoffman Capital Management Richmond, Virginia	$228K	+$212K	1	0.07%	New
3418	AC AXQ Capital Jersey City, New Jersey	$227K	-$189K	1	0.09%	Reduced
3419	CCM Chiron Capital Management Tallahassee, Florida	$227K	-$390K	1	0.19%	Reduced
3420	VFP Verus Financial Partners Richmond, Virginia	$227K	+$210K	1	0.02%	New
3421	IWA Inspirion Wealth Advisors Libertyville, Illinois	$227K	-$10.9K	1	0.03%	Reduced
3422	SAM Sequent Asset Management Houston, Texas	$227K	+$210K	1	0.11%	New
3423	MCP Mirador Capital Partners Pleasanton, California	$226K	+$210K	1	0.03%	New
3424	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$226K	+$210K	1	0.11%	New
3425	WW Westshore Wealth Newport Beach, California	$225K	+$209K	1	0.08%	New