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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
3601	BFA Bright Financial Advisors Portage, Michigan	$248K	+$33.6K	1	0.1%	Increased
3602	NP Ninepoint Partners Toronto, Ontario, Canada	$248K	$0	1	0.02%	Maintained
3603	I2I Insight 2811 Inc Chicago, Illinois	$248K	-$209K	1	0.1%	Reduced
3604	JMA J.M. Arbour Gardiner, Maine	$247K	+$239K	1	0.21%	New
3605	EWA EQ Wealth Advisors Dallas, Texas	$247K	$0	1	0.14%	Maintained
3606	FWP Forefront Wealth Partners Austin, Texas	$247K	-$488K	1	0.08%	Reduced
3607	ACM Adalta Capital Management New York	$247K	$0	1	0.11%	Maintained
3608	RFG REAP Financial Group Austin, Texas	$246K	+$26K	3	0.04%	Increased
3609	AF Abound Financial Granite Bay, California	$245K	-$9.81K	3	0.1%	Reduced
3610	TFA Toth Financial Advisory Leesburg, Virginia	$245K	-$815K	4	0.02%	Reduced
3611	NWM Navigoe Wealth Management Redondo Beach, California	$245K	+$37.7K	6	0.13%	Increased
3612	C1AG Client 1st Advisory Group Dunedin, Florida	$245K	+$45.3K	1	0.06%	Increased
3613	MFG Mustico Financial Group Elmira, New York	$244K	$0	1	0.16%	Maintained
3614	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$243K	-$8.25K	1	0.19%	Reduced
3615	AWP Accretive Wealth Partners Parsippany, New Jersey	$243K	-$8.07K	1	0.06%	Reduced
3616	EFP Elser Financial Planning Indianapolis, Indiana	$243K	-$13.2K	1	0.01%	Reduced
3617	WFG Wills Financial Group Richmond, Virginia	$242K	$0	1	0.09%	Maintained
3618	CC Commons Capital Needham, Massachusetts	$242K	+$183	1	0.17%	Increased
3619	TLA Tanglewood Legacy Advisors Houston, Texas	$242K	+$18.3K	2	0.08%	Increased
3620	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$242K	$0	1	0.14%	Maintained
3621	ACM Armbruster Capital Management Pittsford, New York	$241K	+$734	1	0.04%	Increased
3622	CA Crumly & Associates Springfield, Illinois	$241K	+$5.68K	1	0.05%	Increased
3623	EP Ehrenkranz Partners New York	$241K	+$22.7K	1	0.14%	Increased
3624	OFG Orcam Financial Group Encinitas, California	$241K	+$233K	1	0.12%	New
3625	TWM Triton Wealth Management Sun City, Arizona	$240K	+$24.8K	1	0.07%	Increased