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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
3526	WA Waystone Advisors Redmond, Washington	$270K	+$24.4K	1	0.2%	Increased
3527	MIM Marshall Investment Management Littleton, Colorado	$270K	+$12.4K	2	0.11%	Increased
3528	AIA AIMZ Investment Advisors Los Altos, California	$270K	$0	1	0.07%	Maintained
3529	BC Burnham & Co Grand Rapids, Michigan	$269K	+$269K	2	0.22%	New
3530	Congress Asset Management Boston, Massachusetts	$269K	-$1.54M	1	0%	Reduced
3531	IF Integrity Financial Cheyenne, Wyoming	$269K	+$2.2K	1	0.13%	Increased
3532	SAM Stembrook Asset Management Red Bank, New Jersey	$268K	$0	1	0.23%	Maintained
3533	BFAG Blackston Financial Advisory Group The Villages, Florida	$268K	+$2.02K	1	0.15%	Increased
3534	PAG Paladin Advisory Group Clive, Iowa	$268K	$0	2	0.18%	Maintained
3535	OC Oakmont Corp Los Angeles, California	$268K	$0	1	0.05%	Maintained
3536	RTC Riverview Trust Company Vancouver, Washington	$267K	-$44.9K	2	0.32%	Reduced
3537	SF Succession Financial Mckinney, Texas	$267K	+$292K	1	0.25%	New
3538	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$267K	+$292K	2	0.01%	Increased
3539	BAM Broyhill Asset Management Charlotte, North Carolina	$266K	$0	1	0.24%	Maintained
3540	SCA Sulzberger Capital Advisors Miami, Florida	$265K	$0	1	0.26%	Maintained
3541	Alesco Advisors Pittsford, New York	$265K	$0	1	0.01%	Maintained
3542	LMFP Larry Mathis Financial Planning Phoenix, Arizona	$264K	-$364K	1	0.2%	Reduced
3543	ACC Acorn Creek Capital Fort Collins, Colorado	$264K	-$4.77K	1	0.09%	Reduced
3544	EFH Eaton Financial Holdings Coral Springs, Florida	$264K	-$228K	1	0.07%	Reduced
3545	PGF Plan Group Financial Oklahoma City, Oklahoma	$263K	-$47.1K	1	0.05%	Reduced
3546	FMP Financial Management Professionals Austin, Texas	$263K	+$50.4K	3	0.03%	Increased
3547	PFG PAX Financial Group San Antonio, Texas	$263K	-$21.5K	1	0.04%	Reduced
3548	WTFG Wood Tarver Financial Group Boise, Idaho	$263K	+$550	1	0.06%	Increased
3549	IAP Indie Asset Partners Carmel, Indiana	$263K	+$81.3K	1	0.25%	Increased
3550	FLFS Family Legacy Financial Solutions Cary, North Carolina	$262K	+$214K	1	0.16%	New