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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	BFS Bare Financial Services Gap, Pennsylvania	$65.6K	+$11.7K	6	0.02%	Increased
3602	KFP Kerr Financial Planning Fresno, California	$64.9K	+$62.1K	4	0.09%	New
3603	BCWM Ball & Co Wealth Management Franklin, Tennessee	$61K	$0	1	0.04%	Maintained
3604	CMP Coston McIsaac & Partners Bar Harbor, Maine	$61K	+$2.33K	2	0.01%	Increased
3605	BMC Bear Mountain Capital Seattle, Washington	$60.1K	+$6.4K	2	0.02%	Increased
3606	VWM Vermillion Wealth Management Rosemount, Minnesota	$59.5K	$0	2	0.02%	Maintained
3607	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$59K	-$6.28M	1	0%	Reduced
3608	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$57.7K	+$53.2K	3	0.03%	New
3609	PPA Painted Porch Advisors Santa Barbara, California	$57.4K	-$22.3K	2	0.02%	Reduced
3610	Fjarde Ap-fonden Stockholm, Sweden	$57K	-$777K	1	0%	Reduced
3611	SA Seneschal Advisors Tacoma, Washington	$55.1K	+$51.1K	2	0.04%	New
3612	SWA SOA Wealth Advisors New York	$54.9K	+$31.5K	4	0.01%	Increased
3613	RBC Roble Belko & Company Sewickley, Pennsylvania	$53K	+$5.74K	4	0.01%	Increased
3614	RAM Ramirez Asset Management New York	$50.1K	$0	2	0.01%	Maintained
3615	MAS MPWM Advisory Solutions Alpharetta, Georgia	$49.7K	$0	2	0.03%	Maintained
3616	GAG Goodman Advisory Group Needham, Massachusetts	$49.5K	+$45.9K	1	0.01%	New
3617	AIM Access Investment Management Atlanta, Georgia	$48.7K	$0	2	0.01%	Maintained
3618	OA Operose Advisors Milwaukee, Wisconsin	$47.5K	$0	2	0.01%	Maintained
3619	KG Kilter Group Rhinebeck, New York	$47.2K	+$5.82K	4	0.02%	Increased
3620	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$46.4K	-$48.7K	1	0%	Reduced
3621	RP Raelipskie Partnership Waterloo, Ontario, Canada	$46.4K	$0	2	0.02%	Maintained
3622	GF GGM Financials Columbus, Ohio	$46K	+$41.7K	2	0.02%	New
3623	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$46K	+$885	4	0.01%	Increased
3624	PWA Principia Wealth Advisory Dallas, Texas	$45.6K	+$1.92K	7	0.03%	Increased
3625	RWM Raffa Wealth Management Washington, District of Columbia	$45.4K	+$5.17K	5	0.01%	Increased