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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	VR Vision Retirement Ridgewood, New Jersey	$254K	+$78.9K	4	0.07%	Increased
3652	CBOR Community Bank of Raymore Raymore, Missouri	$253K	$0	1	0.17%	Maintained
3653	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$253K	$0	1	0.13%	Maintained
3654	NCM Noesis Capital Mangement Boca Raton, Florida	$253K	-$49.3K	1	0.04%	Reduced
3655	CWA Crusonia Wealth Advisors Denver, Colorado	$252K	+$260K	1	0.05%	New
3656	KFA Kapstone Financial Advisors Lebanon, Ohio	$252K	+$260K	1	0.12%	New
3657	HI Human Investing Lake Oswego, Oregon	$252K	+$10.9K	1	0.04%	Increased
3658	EWA EQ Wealth Advisors Dallas, Texas	$251K	-$123K	1	0.15%	Reduced
3659	ACM Adalta Capital Management New York	$251K	$0	1	0.12%	Maintained
3660	Barings Charlotte, North Carolina	$251K	+$258K	1	0%	New
3661	DFG Demars Financial Group Spokane Valley, Washington	$251K	$0	1	0.08%	Maintained
3662	WA Waystone Advisors Redmond, Washington	$249K	+$38.4K	1	0.22%	Increased
3663	CG CFO4Life Group Coppell, Texas	$249K	-$168K	1	0.04%	Reduced
3664	PCMF Private Capital Management (Florida) Naples, Florida	$249K	+$252K	1	0.02%	New
3665	HWP Highline Wealth Partners Sherman Oaks, California	$248K	+$25.2K	6	0.06%	Increased
3666	SMA Seven Mile Advisory Ewing, New Jersey	$248K	-$214K	1	0.18%	Reduced
3667	FWM Focused Wealth Management Newburgh, New York	$248K	+$24.1K	1	0.03%	Increased
3668	PFA Pinnacle Family Advisors Springfield, Missouri	$247K	+$2.78K	1	0.12%	Increased
3669	BHWM Beaird Harris Wealth Management Dallas, Texas	$247K	-$526K	2	0.02%	Reduced
3670	AIP Almanack Investment Partners Wayne, Pennsylvania	$247K	+$2.39K	1	0.04%	Increased
3671	TDC Thompson Davis & Co Richmond, Virginia	$246K	$0	1	0.16%	Maintained
3672	RIM Redwood Investment Management Scottsdale, Arizona	$246K	+$5.96K	1	0.03%	Increased
3673	CC Commons Capital Needham, Massachusetts	$246K	+$7.16K	1	0.21%	Increased
3674	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$246K	$0	1	0.16%	Maintained
3675	CP Clarendon Private Boston, Massachusetts	$246K	+$253K	1	0.19%	New