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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	Fideuram Asset Management (Ireland) Dublin 1,	$297K	-$1.71M	1	0.04%	Reduced
3527	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$296K	+$20.5K	1	0.06%	Increased
3528	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$295K	+$304K	1	0.05%	New
3529	WJA Willis Johnson & Associates Houston, Texas	$295K	+$76.5K	1	0.02%	Increased
3530	SA Sicart Associates New York	$295K	$0	1	0.08%	Maintained
3531	TAR Trask Adam Roland	$295K	+$303K	2	0.28%	New
3532	CSIA Carl Stuart Investment Advisor Austin, Texas	$295K	$0	1	0.13%	Maintained
3533	PAW Plan A Wealth Lincoln, Nebraska	$295K	-$23.9K	1	0.14%	Reduced
3534	FI Financial Insights Tacoma, Washington	$295K	$0	1	0.1%	Maintained
3535	SFG Sather Financial Group Victoria, Texas	$294K	$0	1	0.02%	Maintained
3536	NP Ninepoint Partners Toronto, Ontario, Canada	$294K	$0	1	0.02%	Maintained
3537	DA Dash Acquisitions Woodland Hills, California	$294K	$0	1	0.06%	Maintained
3538	Index Fund Advisors Irvine, California	$293K	+$28K	1	0.01%	Increased
3539	WB West Bancorporation West Des Moines, Iowa	$293K	-$1.05K	1	0.15%	Reduced
3540	WA Westfuller Advisors New York	$293K	-$10.1K	3	0.13%	Reduced
3541	TWM Tripletail Wealth Management Orlando, Florida	$291K	+$26K	3	0.4%	Increased
3542	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$291K	-$26.2K	3	0.44%	Reduced
3543	PFG PAX Financial Group San Antonio, Texas	$290K	-$56.7K	1	0.05%	Reduced
3544	WA Whipplewood Advisors Littleton, Colorado	$290K	+$75.5K	5	0.15%	Increased
3545	BA Ballast Advisors Woodbury, Minnesota	$290K	+$18K	2	0.08%	Increased
3546	WMWM Wilkins Miller Wealth Management Mobile, Alabama	$289K	+$795	1	0.17%	Increased
3547	TIA Tandem Investment Advisors Charleston, South Carolina	$289K	+$298K	1	0.01%	New
3548	NCM Neumann Capital Management Foster City, California	$287K	-$59.5K	1	0.08%	Reduced
3549	WCM WealthTrak Capital Management Virginia Beach, Virginia	$287K	-$199	1	0.2%	Reduced
3550	AP Advisortrust Partners Raleigh, North Carolina	$286K	-$69.4K	1	0.12%	Reduced