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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
3651	P8IP Pier 88 Investment Partners San Francisco, California	$234K	-$139K	1	0.06%	Reduced
3652	IPW Intergy Private Wealth Colorado Springs, Colorado	$234K	+$226K	1	0.05%	New
3653	FS Financially Speaking Greenwood Village, Colorado	$234K	$0	2	1.14%	Maintained
3654	CCA Collaborative Capital Advisors New York	$234K	+$226K	1	0.15%	New
3655	PBF Petix & Botte Financial La Mesa, California	$233K	+$113K	1	0.05%	Increased
3656	CLIP Colter Lewis Investment Partners Greenwich, Connecticut	$233K	-$435K	1	0.1%	Reduced
3657	BF Brogan Financial Knoxville, Tennessee	$233K	+$5.19K	1	0.09%	Increased
3658	SI SimpliFi Inc San Diego, California	$232K	-$25.4K	1	0.09%	Reduced
3659	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$232K	-$225K	1	0.05%	Reduced
3660	RFW Redwood Family Wealth Addison, Texas	$232K	$0	1	0.2%	Maintained
3661	TCM Traub Capital Management Needham, Massachusetts	$232K	$0	1	0.21%	Maintained
3662	MCM MontVue Capital Management Lynchburg, Virginia	$231K	$0	1	0.13%	Maintained
3663	ELM Elite Life Management Sarasota, Florida	$231K	-$33.9K	1	0.27%	Reduced
3664	PCM Permanent Capital Management Chicago, Illinois	$230K	$0	1	0.03%	Maintained
3665	WW Westshore Wealth Newport Beach, California	$230K	+$11.2K	1	0.07%	Increased
3666	BFG Beto Financial Group Boise, Idaho	$230K	+$3.48K	1	0.12%	Increased
3667	RA Rubicon Advisors Redding, California	$230K	+$9.35K	1	0.17%	Increased
3668	ABLA Alan B. Lancz & Associates Toledo, Ohio	$229K	$0	1	0.2%	Maintained
3669	CC Cultivar Capital Denton, Texas	$228K	$0	1	0.15%	Maintained
3670	RIP RAM Investment Partners Bellevue, Washington	$228K	-$9.72K	1	0.04%	Reduced
3671	1CP 1015 Capital Partners Pottstown, Pennsylvania	$228K	-$760	3	0.19%	Reduced
3672	BHWM Beaird Harris Wealth Management Dallas, Texas	$228K	$0	2	0.01%	Maintained
3673	MSA McAlister Sweet & Associates Houston, Texas	$227K	+$220K	1	0.12%	New
3674	BAM BOS Asset Management Springfield, Illinois	$227K	+$18K	1	0.05%	Increased
3675	KF Kelsey Financial Moorpark, California	$227K	+$257K	1	0.17%	New