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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	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$317K	-$93K	1	0.03%	Reduced
3477	RSS Rosenblum Silverman Sutton San Francisco, California	$317K	$0	1	0.08%	Maintained
3478	PWA Physician Wealth Advisors Midvale, Utah	$317K	-$40.9K	7	0.04%	Reduced
3479	CAM Clark Asset Management Stratham, New Hampshire	$317K	+$45.1K	1	0.03%	Increased
3480	OF Optimize Financial Laguna Hills, California	$317K	-$871K	1	0.16%	Reduced
3481	GA Gordian Advisors Tucson, Arizona	$316K	+$398	1	0.21%	Increased
3482	BRM Boston Research & Management Manchester, Massachusetts	$315K	$0	1	0.07%	Maintained
3483	TF Trek Financial Scottsdale, Arizona	$315K	+$97.6K	1	0.02%	Increased
3484	OCG Opus Capital Group Cincinnati, Ohio	$315K	+$53.7K	1	0.03%	Increased
3485	RWM Reston Wealth Management Reston, Virginia	$314K	-$71.2K	1	0.1%	Reduced
3486	Private Management Group Irvine, California	$314K	+$12.1K	1	0.01%	Increased
3487	SFS Symphony Financial Services Akron, Ohio	$313K	-$6.36K	1	0.16%	Reduced
3488	SCFS Stewardship Concepts Financial Services Spokane, Washington	$313K	+$17.1K	1	0.24%	Increased
3489	GC Garde Capital Seattle, Washington	$312K	+$25.3K	1	0.02%	Increased
3490	FOA Five Oceans Advisors Santa Monica, California	$311K	+$37K	1	0.11%	Increased
3491	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$311K	-$43.7K	1	0.04%	Reduced
3492	SWM Seed Wealth Management Evanston, Illinois	$311K	-$596	1	0.21%	Reduced
3493	MCP Mirador Capital Partners Pleasanton, California	$310K	+$3.78K	1	0.04%	Increased
3494	KPWG KFA Private Wealth Group Tysons, Virginia	$310K	+$199	1	0.07%	Increased
3495	BWG Beta Wealth Group San Diego, California	$310K	-$59.6K	1	0.13%	Reduced
3496	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$310K	+$24.4K	4	0.09%	Increased
3497	PWC Pathfinder Wealth Consulting Wilmington, North Carolina	$310K	-$67K	1	0.2%	Reduced
3498	EWM Elmwood Wealth Management Berkeley, California	$309K	-$79.5K	1	0.09%	Reduced
3499	NA Nautilus Advisors La Jolla, California	$308K	+$3.78K	1	0.21%	Increased
3500	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$308K	$0	1	0.03%	Maintained