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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
3626	PIA Pinion Investment Advisors Wichita, Kansas	$240K	-$86.5K	1	0.05%	Reduced
3627	B Birchbrook Bangor, Maine	$240K	-$26.8K	3	0.11%	Reduced
3628	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$240K	+$232K	1	0.2%	New
3629	Betterment LLC New York	$239K	-$20.2K	1	0%	Reduced
3630	DekaBank Deutsche Girozentrale Frankfurt, Germany	$239K	$0	1	0%	Maintained
3631	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$239K	-$1.59K	1	0.03%	Reduced
3632	NWM Navigate Wealth Management Birmingham, Alabama	$238K	+$226K	1	0.15%	New
3633	GCA Gradient Capital Advisors San Diego, California	$238K	$0	1	0.06%	Maintained
3634	RCP Roan Capital Partners Johnson City, Tennessee	$238K	$0	1	0.2%	Maintained
3635	SIC Samalin Investment Counsel Chappaqua, New York	$238K	-$16.7K	1	0.07%	Reduced
3636	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$238K	+$6.05K	2	0.1%	Increased
3637	SAM Satovsky Asset Management New York	$237K	+$1.47K	1	0.04%	Increased
3638	VCM Violich Capital Management San Francisco, California	$237K	$0	1	0.03%	Maintained
3639	VIPI Vista Investment Partners II Richmond, Indiana	$237K	-$157K	1	0.09%	Reduced
3640	CWM CCG Wealth Management San Diego, California	$236K	+$8.25K	1	0.05%	Increased
3641	PPWM PFG Private Wealth Management Lutz, Florida	$236K	-$276K	1	0.1%	Reduced
3642	OF Optimize Financial Laguna Hills, California	$236K	-$577	1	0.08%	Reduced
3643	SCS Sound Capital Solutions Naples, Florida	$236K	+$267K	1	0.06%	New
3644	KPWG KFA Private Wealth Group Tysons, Virginia	$236K	-$67.1K	1	0.06%	Reduced
3645	HIP Harrell Investment Partners Austin, Texas	$235K	+$550	1	0.05%	Increased
3646	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$235K	+$227K	1	0.02%	New
3647	RWM Reston Wealth Management Reston, Virginia	$235K	+$577	1	0.06%	Increased
3648	CWM Consultiva Wealth Management San Juan, Puerto Rico	$235K	$0	2	0.53%	Maintained
3649	FCM Firestone Capital Management Coral Gables, Florida	$235K	-$36.7K	1	0.04%	Reduced
3650	TCM TruNorth Capital Management Kalamazoo, Michigan	$235K	+$11.2K	1	0.04%	Increased