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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	GP GLR Partners Columbia, Maryland	$279K	+$288K	1	0.15%	New
3577	RF Robinswood Financial Kirkland, Washington	$279K	+$199	1	0.09%	Increased
3578	NWM Nolet Wealth Management Fort Worth, Texas	$279K	$0	1	0.16%	Maintained
3579	GVCM Global View Capital Management Waukesha, Wisconsin	$277K	-$57.7K	1	0.07%	Reduced
3580	CW CrossGen Wealth Greenville, North Carolina	$277K	$0	1	0.24%	Maintained
3581	FCM Firestone Capital Management Coral Gables, Florida	$277K	+$39.8K	1	0.06%	Increased
3582	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$276K	$0	2	0.06%	Maintained
3583	GAG Goodman Advisory Group Needham, Massachusetts	$276K	+$222K	2	0.07%	Increased
3584	RIS Retirement Income Solutions Ann Arbor, Michigan	$275K	-$16.3K	1	0.05%	Reduced
3585	DFA DHJJ Financial Advisors Naperville, Illinois	$275K	-$795	2	0.09%	Reduced
3586	LWM Lodestone Wealth Management Spokane, Washington	$275K	+$12.3K	4	0.11%	Increased
3587	TS TradeWell Securities Fort Wayne, Indiana	$274K	$0	1	0.12%	Maintained
3588	SSW Stone Summit Wealth Miami, Florida	$274K	+$16.2K	1	0.08%	Increased
3589	ACC Acorn Creek Capital Fort Collins, Colorado	$274K	+$17.7K	1	0.1%	Increased
3590	SFC Strategic Financial Concepts San Antonio, Texas	$274K	+$345K	1	0.07%	New
3591	SAM Stembrook Asset Management Red Bank, New Jersey	$273K	$0	1	0.27%	Maintained
3592	PAG Paladin Advisory Group Clive, Iowa	$273K	$0	2	0.21%	Maintained
3593	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$273K	+$27K	1	0.08%	Increased
3594	OC Oakmont Corp Los Angeles, California	$272K	$0	1	0.05%	Maintained
3595	RL Retireful LLC Haslett, Michigan	$271K	-$13.9K	1	0.38%	Reduced
3596	AFO Arrowroot Family Office Marina Del Rey, California	$271K	+$279K	1	0.09%	New
3597	BAM Broyhill Asset Management Charlotte, North Carolina	$271K	-$21.1K	1	0.25%	Reduced
3598	IF Integrity Financial Cheyenne, Wyoming	$271K	+$279K	1	0.13%	New
3599	BFAG Blackston Financial Advisory Group The Villages, Florida	$270K	-$16.1K	1	0.17%	Reduced
3600	BWS Buck Wealth Strategies Denver, Colorado	$270K	+$691	1	0.03%	Increased