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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	WA WESPAC Advisors Orinda, California	$356K	$0	1	0.19%	Maintained
3402	BHPW Box Hill Private Wealth Scottsdale, Arizona	$353K	$0	1	0.35%	Maintained
3403	Pentwater Capital Management Naples, Florida	$353K	+$479K	1	0%	New
3404	MWA Monograph Wealth Advisors Manhattan Beach, California	$351K	+$355K	1	0.03%	New
3405	AZ Alpha Zero Boca Raton, Florida	$350K	+$1.59K	1	0.18%	Increased
3406	EIP Essential Investment Partners Englewood, Colorado	$350K	$0	2	0.32%	Maintained
3407	ACP Arcus Capital Partners Atlanta, Georgia	$350K	-$1.2M	1	0.13%	Reduced
3408	CP Castleview Partners Dallas, Texas	$349K	-$691	1	0.18%	Reduced
3409	SSC Syverson Strege & Co West Des Moines, Iowa	$349K	-$3.38K	1	0.08%	Reduced
3410	JCFM JBR Co Financial Management Ardmore, Oklahoma	$348K	$0	1	0.15%	Maintained
3411	EP Essential Planning Portsmouth, New Hampshire	$348K	+$11.3K	1	0.11%	Increased
3412	ACM AUA Capital Management Camp Hill, Pennsylvania	$347K	$0	1	0.18%	Maintained
3413	KW Keyvantage Wealth Bethlehem, Pennsylvania	$347K	+$75.6K	1	0.15%	Increased
3414	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$346K	-$15.3K	1	0.09%	Reduced
3415	FWA FORM Wealth Advisors Lake Geneva, Wisconsin	$345K	-$47.7K	1	0.04%	Reduced
3416	AWA Aletheian Wealth Advisors Bellevue, Washington	$345K	+$356K	1	0.17%	New
3417	CPW Cogent Private Wealth Orlando, Florida	$345K	+$27.2K	1	0.25%	Increased
3418	IRP Investment Research Partners Lemont, Pennsylvania	$344K	$0	1	0.14%	Maintained
3419	AW Avion Wealth The Woodlands, Texas	$344K	+$8.23K	4	0.07%	Increased
3420	WAG Wallace Advisory Group Lafayette, California	$344K	-$64.4K	1	0.37%	Reduced
3421	UBV United Bank (Virginia) Vienna, Virginia	$343K	-$159K	1	0.04%	Reduced
3422	GSWA Good Steward Wealth Advisors Clarksville, Tennessee	$343K	-$29K	1	0.22%	Reduced
3423	EWM Endowment Wealth Management Appleton, Wisconsin	$343K	+$36.6K	1	0.15%	Increased
3424	APW Aurora Private Wealth Rockaway, New Jersey	$342K	-$29.8K	1	0.24%	Reduced
3425	ERIC Eagle Rock Investment Company Atlanta, Georgia	$342K	-$14.3K	1	0.05%	Reduced