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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
3451	BCM Bluefin Capital Management New York	$219K	+$222K	1	0.07%	New
3452	Onyx Bridge Wealth Group Tarrytown, New York	$218K	+$203K	1	0.02%	New
3453	WAG Windsor Advisory Group Columbus, Ohio	$218K	+$203K	1	0.19%	New
3454	Harris Associates Chicago, Illinois	$218K	+$195K	1	0%	New
3455	ACM Adalta Capital Management New York	$218K	$0	1	0.1%	Maintained
3456	MPW Magnolia Private Wealth Philadelphia, Pennsylvania	$218K	-$50.4K	1	0.16%	Reduced
3457	DFG Demars Financial Group Spokane Valley, Washington	$217K	+$202K	1	0.08%	New
3458	FI FWG Investments Lexington, Kentucky	$216K	+$201K	1	0.15%	New
3459	PFA Pinnacle Family Advisors Springfield, Missouri	$216K	+$201K	1	0.09%	New
3460	AWM Austin Wealth Management Austin, Texas	$216K	-$10.7K	1	0.03%	Reduced
3461	ITB Idaho Trust Bank Boise, Idaho	$216K	+$200K	1	0.07%	New
3462	Waddell & Associates Memphis, Tennessee	$216K	+$201K	1	0.02%	New
3463	TI tru Independence Portland, Oregon	$214K	+$199K	1	0.06%	New
3464	Sage Rhino Capital Menlo Park, California	$214K	+$199K	1	0.04%	New
3465	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$214K	+$199K	1	0.08%	New
3466	1900 Wealth Management San Antonio, Texas	$213K	+$198K	1	0.01%	New
3467	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$213K	+$198K	1	0.14%	New
3468	Advisors Management Group La Crosse, Wisconsin	$213K	+$198K	1	0.04%	New
3469	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$213K	-$885K	1	0.05%	Reduced
3470	Jackson Thornton Wealth Management Montgomery, Alabama	$212K	+$187K	1	0.02%	New
3471	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$212K	+$197K	1	0.07%	New
3472	CAP Columbia Advisory Partners Spokane, Washington	$211K	-$57.2K	1	0.15%	Reduced
3473	PGF Plan Group Financial Oklahoma City, Oklahoma	$211K	+$196K	1	0.06%	New
3474	Elser Financial Planning Indianapolis, Indiana	$211K	+$197K	1	0.25%	New
3475	IFA Independence Financial Advisors Franklin, New Hampshire	$211K	+$196K	1	0.06%	New