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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	PCM Permanent Capital Management Chicago, Illinois	$262K	+$4.15K	1	0.04%	Increased
3627	TI tru Independence Portland, Oregon	$262K	+$398	1	0.13%	Increased
3628	OWM Opes Wealth Management Menlo Park, California	$262K	-$21.5K	1	0.04%	Reduced
3629	SAM Sequent Asset Management Houston, Texas	$261K	$0	1	0.13%	Maintained
3630	TLA Tanglewood Legacy Advisors Houston, Texas	$261K	$0	2	0.09%	Maintained
3631	CCM Chiron Capital Management Tallahassee, Florida	$260K	+$268K	1	0.27%	New
3632	RAM Riggs Asset Management Dallas, Pennsylvania	$258K	$0	1	0.05%	Maintained
3633	VWM Vertrix Wealth Management Troy, Michigan	$258K	+$261K	1	0.1%	New
3634	BW Blalock Williams Alexander City, Alabama	$258K	+$20.3K	1	0.2%	Increased
3635	GRA Golden Road Advisors Tampa, Florida	$258K	+$9.54K	1	0.15%	Increased
3636	PWP Pursue Wealth Partners Clayton, California	$257K	$0	1	0.15%	Maintained
3637	TCM Tradewinds Capital Management Bellingham, Washington	$257K	-$75.3K	2	0.05%	Reduced
3638	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$256K	-$4.97K	1	0.23%	Reduced
3639	SLP Storen Legacy Partners Zionsville, Indiana	$256K	$0	1	0.08%	Maintained
3640	Flow Traders U.S. New York	$256K	-$1.08M	1	0.01%	Reduced
3641	IAP Indie Asset Partners Carmel, Indiana	$256K	-$2.77K	1	0.29%	Reduced
3642	FIT Financially in Tune Stoneham, Massachusetts	$256K	$0	1	0.22%	Maintained
3643	SFA Seneca Financial Advisors Rochester, New York	$256K	-$8.95K	1	0.07%	Reduced
3644	FIC Family Investment Center Saint Joseph, Missouri	$255K	-$110K	1	0.05%	Reduced
3645	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$255K	-$3.98K	1	0.07%	Reduced
3646	IPAM Investment Partners Asset Management Metuchen, New Jersey	$255K	-$8.55K	1	0.16%	Reduced
3647	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$255K	$0	2	0.13%	Maintained
3648	CWM Consultiva Wealth Management San Juan, Puerto Rico	$254K	-$95.9K	2	0.74%	Reduced
3649	V ViaWealth Leawood, Kansas	$254K	+$349	1	0.14%	Increased
3650	CCG Catalina Capital Group Torrance, California	$254K	+$262K	1	0.15%	New