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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
3476	OCG Opus Capital Group Cincinnati, Ohio	$211K	+$196K	1	0.02%	New
3477	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$210K	+$195K	1	0.06%	New
3478	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$210K	+$196K	1	0.13%	New
3479	BWP Baldwin Wealth Partners Marion, Massachusetts	$210K	+$195K	1	0.01%	New
3480	NAS Nicolet Advisory Services Green Bay, Wisconsin	$210K	+$192K	1	0.02%	New
3481	NWA New World Advisors Hingham, Massachusetts	$210K	+$195K	1	0.04%	New
3482	GCA Gradient Capital Advisors San Diego, California	$210K	+$194K	1	0.06%	New
3483	VW Vance Wealth Santa Clarita, California	$210K	-$55.7K	1	0.06%	Reduced
3484	PBF Petix & Botte Financial La Mesa, California	$210K	+$194K	1	0.05%	New
3485	Saturna Capital Bellingham, Washington	$209K	+$194K	1	0%	New
3486	VCM Violich Capital Management San Francisco, California	$209K	+$194K	1	0.02%	New
3487	CPW Crestmont Private Wealth Houston, Texas	$209K	+$187K	1	0.07%	New
3488	ACM Armbruster Capital Management Pittsford, New York	$209K	+$194K	1	0.04%	New
3489	IWP IAG Wealth Partners Waukesha, Wisconsin	$209K	$0	3	0.03%	Maintained
3490	KW Keyvantage Wealth Bethlehem, Pennsylvania	$208K	+$193K	1	0.09%	New
3491	RA Rodgers & Associates Lancaster, Pennsylvania	$208K	+$186K	1	0.02%	New
3492	VCM Vision Capital Management Portland, Oregon	$207K	+$192K	1	0.03%	New
3493	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$207K	+$193K	1	0.04%	New
3494	PS Planned Solutions Folsom, California	$207K	+$193K	1	0.07%	New
3495	DTL Dynamic Technology Lab Singapore	$207K	-$1.16M	1	0.04%	Reduced
3496	CC Commons Capital Needham, Massachusetts	$207K	+$192K	1	0.13%	New
3497	FCM Firestone Capital Management Coral Gables, Florida	$207K	+$192K	1	0.04%	New
3498	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$207K	+$192K	1	0.02%	New
3499	SAM SP Asset Management Cupertino, California	$207K	+$192K	1	0.02%	New
3500	WSFG Wall Street Financial Group Carlinville, Illinois	$206K	+$192K	1	0.15%	New