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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
3501	VCM Vision Capital Management Portland, Oregon	$280K	+$43.1K	1	0.03%	Increased
3502	TCM Tradewinds Capital Management Bellingham, Washington	$280K	+$34.2K	2	0.05%	Increased
3503	EPW Evergreen Private Wealth Greenwood Village, Colorado	$279K	$0	1	0.1%	Maintained
3504	SWP Significant Wealth Partners Cary, Illinois	$279K	+$55.8K	1	0.3%	Increased
3505	VCAM Van Cleef Asset Management Beachwood, Ohio	$278K	$0	1	0.03%	Maintained
3506	SHFA SC&H Financial Advisors Sparks, Maryland	$276K	$0	1	0.04%	Maintained
3507	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$276K	-$115K	2	0.06%	Reduced
3508	LWM LongView Wealth Management Atlanta, Georgia	$275K	-$4.58K	1	0.07%	Reduced
3509	RIS Retirement Income Solutions Ann Arbor, Michigan	$275K	$0	1	0.05%	Maintained
3510	RF Robinswood Financial Kirkland, Washington	$275K	+$183	1	0.08%	Increased
3511	GP GLR Partners Columbia, Maryland	$275K	$0	1	0.13%	Maintained
3512	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$274K	$0	3	0.37%	Maintained
3513	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$274K	+$5.13K	1	0.07%	Increased
3514	SFB STAR Financial Bank Fort Wayne, Indiana	$273K	+$264K	1	0.11%	New
3515	JFA JNBA Financial Advisors Bloomington, Minnesota	$273K	-$11.5K	6	0.02%	Reduced
3516	BI Breachway Investments Charlestown, Rhode Island	$273K	-$151K	1	0.41%	Reduced
3517	CW CrossGen Wealth Greenville, North Carolina	$273K	+$183	1	0.21%	Increased
3518	EPA Element Pointe Advisors Miami, Florida	$272K	+$50.3K	1	0.04%	Increased
3519	BAM Byrne Asset Management Kingston, New Jersey	$272K	+$156K	3	0.15%	Increased
3520	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$272K	-$24.8K	1	0.11%	Reduced
3521	GWSA Global Wealth Strategies & Associates Denver, Colorado	$272K	-$120K	1	0.05%	Reduced
3522	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$271K	$0	2	0.03%	Maintained
3523	WAM Worth Asset Management Dallas, Texas	$271K	-$42.9K	1	0.09%	Reduced
3524	SMA Sage Mountain Advisors Atlanta, Georgia	$271K	+$262K	1	0.02%	New
3525	ERIC Eagle Rock Investment Company Atlanta, Georgia	$270K	-$63.3K	1	0.03%	Reduced