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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	SWM Shelton Wealth Management Fort Worth, Texas	$307K	-$55.6K	1	0.13%	Reduced
3502	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$307K	+$16.7K	1	0.03%	Increased
3503	ABLA Alan B. Lancz & Associates Toledo, Ohio	$307K	-$51.9K	1	0.3%	Reduced
3504	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$307K	$0	1	0.28%	Maintained
3505	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$307K	+$26.6K	1	0.12%	Increased
3506	NFG Nadler Financial Group Deerfield, Illinois	$307K	$0	1	0.03%	Maintained
3507	CYG Clean Yield Group Norwich, Vermont	$306K	-$24.7K	3	0.09%	Reduced
3508	AIA Accelerate Investment Advisors Aliso Viejo, California	$306K	+$5.37K	1	0.2%	Increased
3509	BF Brogan Financial Knoxville, Tennessee	$306K	+$691	1	0.13%	Increased
3510	ANB Amarillo National Bank Amarillo, Texas	$304K	+$314K	1	0.05%	New
3511	DWS Discipline Wealth Solutions Greenville, South Carolina	$304K	+$35.6K	1	0.03%	Increased
3512	PIFP Partners in Financial Planning Salem, Virginia	$304K	$0	1	0.05%	Maintained
3513	JRPCML J. R. Prunier Capital Management LLC Holden, Massachusetts	$304K	$0	1	0.13%	Maintained
3514	IFA Independence Financial Advisors Franklin, New Hampshire	$304K	+$61.8K	1	0.09%	Increased
3515	IWP Innova Wealth Partners Newtown, Pennsylvania	$303K	-$4.77K	1	0.14%	Reduced
3516	WCM Windsor Capital Management Phoenix, Arizona	$303K	+$3.18K	1	0.09%	Increased
3517	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$303K	$0	1	0.14%	Maintained
3518	PFG Prosperity Financial Group San Ramon, California	$301K	+$26.9K	1	0.11%	Increased
3519	PSF Pacific Sun Financial Los Angeles, California	$300K	$0	1	0.15%	Maintained
3520	EWM Edge Wealth Management New York	$300K	$0	1	0.05%	Maintained
3521	AF Abound Financial Granite Bay, California	$299K	$0	3	0.13%	Maintained
3522	LWM LongView Wealth Management Atlanta, Georgia	$299K	-$19.7K	1	0.08%	Reduced
3523	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$299K	+$6.16K	1	0.03%	Increased
3524	CM Cercano Management Bellevue, Washington	$298K	$0	1	0.01%	Maintained
3525	SPP Single Point Partners Boston, Massachusetts	$298K	-$21.1K	1	0.06%	Reduced