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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
3576	PL PeakShares LLC Tampa, Florida	$255K	+$288K	1	0.19%	New
3577	DFG Demars Financial Group Spokane Valley, Washington	$254K	+$7.7K	1	0.07%	Increased
3578	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$254K	-$257K	1	0.07%	Reduced
3579	RAM Riggs Asset Management Dallas, Pennsylvania	$254K	$0	1	0.05%	Maintained
3580	EC Elequin Capital New York	$253K	-$435K	2	0.01%	Reduced
3581	JF JMN Financial New Albany, Ohio	$253K	-$138K	1	0.2%	Reduced
3582	CFG Copley Financial Group San Diego, California	$253K	-$150K	1	0.15%	Reduced
3583	VFA Values First Advisors Gray, Tennessee	$253K	-$4.39K	1	0.12%	Reduced
3584	PWP Pursue Wealth Partners Clayton, California	$253K	$0	1	0.14%	Maintained
3585	HWP Highline Wealth Partners Sherman Oaks, California	$252K	+$12.1K	5	0.05%	Increased
3586	DJYG David J. Yvars Group University Park, Florida	$252K	+$11K	1	0.12%	Increased
3587	HGA Hobbs Group Advisors Columbia, South Carolina	$252K	+$38K	1	0.07%	Increased
3588	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$252K	+$917	1	0.06%	Increased
3589	QFP Quantum Financial Partners Overland Park, Kansas	$252K	+$244K	1	0.13%	New
3590	IPAM Investment Partners Asset Management Metuchen, New Jersey	$252K	+$917	1	0.14%	Increased
3591	SFA Seneca Financial Advisors Rochester, New York	$251K	$0	1	0.07%	Maintained
3592	PSF Pacific Sun Financial Los Angeles, California	$251K	+$30K	1	0.1%	Increased
3593	BW Blalock Williams Alexander City, Alabama	$251K	-$3.12K	1	0.16%	Reduced
3594	MW Maia Wealth Denver, Colorado	$250K	+$11.6K	1	0.04%	Increased
3595	GVCM Global View Capital Management Waukesha, Wisconsin	$250K	-$21.5K	1	0.05%	Reduced
3596	CG CFO4Life Group Coppell, Texas	$250K	+$4.95K	1	0.03%	Increased
3597	BHPW Box Hill Private Wealth Scottsdale, Arizona	$249K	$0	1	0.2%	Maintained
3598	CBOR Community Bank of Raymore Raymore, Missouri	$249K	$0	1	0.15%	Maintained
3599	MSWM Master's Wealth Management Lancaster, Pennsylvania	$249K	+$1.15K	1	0.07%	Increased
3600	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$248K	+$272K	1	0.01%	New