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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
3676	IAP Indie Asset Partners Carmel, Indiana	$216K	-$55.7K	1	0.24%	Reduced
3677	PCP Perbak Capital Partners London, United Kingdom	$216K	-$401K	1	0.07%	Reduced
3678	V ViaWealth Leawood, Kansas	$216K	+$289	1	0.12%	Increased
3679	TCM TruNorth Capital Management Kalamazoo, Michigan	$215K	+$55.4K	1	0.04%	Increased
3680	CPG Cornerstone Planning Group Fairfield, New Jersey	$214K	+$51.2K	4	0.03%	Increased
3681	NPPM North Point Portfolio Managers Orange Village, Ohio	$214K	+$203K	1	0.04%	New
3682	FWM Focused Wealth Management Newburgh, New York	$213K	+$202K	1	0.02%	New
3683	EPA Element Pointe Advisors Miami, Florida	$213K	+$202K	1	0.04%	New
3684	PA PharVision Advisers Boca Raton, Florida	$213K	-$20.9K	1	0.11%	Reduced
3685	CIA Caerus Investment Advisors West Lake Hills, Texas	$212K	-$216K	1	0.07%	Reduced
3686	BAM Byrne Asset Management Kingston, New Jersey	$212K	$0	2	0.12%	Maintained
3687	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$212K	-$27.9K	1	0.03%	Reduced
3688	WCM Wealthcare Capital Management Richmond, Virginia	$212K	+$201K	1	0.02%	New
3689	FP Fiduciary Planning Englewood, Florida	$212K	+$201K	1	0.06%	New
3690	OWM Omnitrust Wealth Management Jacksonville, Florida	$212K	+$208K	1	0.27%	New
3691	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$212K	$0	1	0.1%	Maintained
3692	BO Bank OZK Little Rock, Arkansas	$211K	+$200K	1	0.07%	New
3693	JBA Johnson Bixby & Associates Vancouver, Washington	$211K	+$200K	1	0.03%	New
3694	BHFP Blom & Howell Financial Planning Modesto, California	$211K	+$200K	1	0.21%	New
3695	WW Westshore Wealth Newport Beach, California	$211K	-$33.7K	1	0.07%	Reduced
3696	IWN Independent Wealth Network Urbandale, Iowa	$211K	+$200K	1	0.06%	New
3697	EP Ehrenkranz Partners New York	$210K	+$199K	1	0.24%	New
3698	WJA Willis Johnson & Associates Houston, Texas	$210K	+$199K	1	0.01%	New
3699	TF Trek Financial Scottsdale, Arizona	$210K	-$4.65M	1	0.01%	Reduced
3700	GWA Gratus Wealth Advisors Virginia Beach, Virginia	$209K	+$198K	1	0.03%	New