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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
3426	CPG Cornerstone Planning Group Fairfield, New Jersey	$130K	-$1.24K	5	0.03%	Reduced
3427	BTC Bank & Trust Company Litchfield, Illinois	$129K	$0	2	0.1%	Maintained
3428	KWM Kiker Wealth Management Jasper, Georgia	$128K	+$30.2K	4	0.07%	Increased
3429	CIAM Caitong International Asset Management Hong Kong	$127K	-$327K	5	0.09%	Reduced
3430	BAM Bellevue Asset Management Bellevue, Washington	$126K	+$6.14K	4	0.06%	Increased
3431	PFG Putney Financial Group San Rafael, California	$126K	+$5.66K	2	0.13%	Increased
3432	TWD True Wealth Design Akron, Ohio	$125K	-$38.3K	6	0.04%	Reduced
3433	CFS CGC Financial Services Lake Oswego, Oregon	$125K	-$1.84K	3	0.04%	Reduced
3434	TC Tacita Capital Toronto, Ontario, Canada	$125K	+$13.8K	2	0.08%	Increased
3435	EWM Evolution Wealth Management Fort Myers, Florida	$123K	+$120K	3	0.15%	New
3436	CIAS CBIZ Investment Advisory Services Independence, Ohio	$123K	-$6.07K	4	0.01%	Reduced
3437	RFG REAP Financial Group Austin, Texas	$121K	+$44.1K	2	0.03%	Increased
3438	CA Centerpoint Advisors Needham, Massachusetts	$121K	-$23.7K	4	0.04%	Reduced
3439	DWM Dogwood Wealth Management Lenexa, Kansas	$120K	+$104K	6	0.06%	Increased
3440	GA GraniteShares Advisors New York	$119K	+$121K	1	0.07%	New
3441	RS Rakuten Securities Tokyo, Japan	$118K	+$49.5K	4	0.05%	Increased
3442	RAM Riggs Asset Management Dallas, Pennsylvania	$115K	+$10.8K	4	0.03%	Increased
3443	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$113K	+$6.48K	6	0.03%	Increased
3444	IWM IMG Wealth Management Jacksonville, Florida	$112K	+$20.6K	3	0.09%	Increased
3445	BCM Boreal Capital Management Miami, Florida	$111K	+$101K	1	0.09%	New
3446	ME McIlrath & Eck Arlington, Washington	$110K	+$2.45K	6	0.01%	Increased
3447	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$109K	$0	2	0.07%	Maintained
3448	OAJ Ogorek Anthony Joseph Williamsville, New York	$105K	-$390	4	0.03%	Reduced
3449	MASECO Private Wealth London,	$104K	+$103K	1	0%	New
3450	TCM TruNorth Capital Management Kalamazoo, Michigan	$104K	-$105K	1	0.02%	Reduced