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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	DJYG David J. Yvars Group University Park, Florida	$245K	$0	1	0.14%	Maintained
3677	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$245K	-$952K	1	0.05%	Reduced
3678	ACM Armbruster Capital Management Pittsford, New York	$245K	+$3.98K	1	0.04%	Increased
3679	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$244K	+$8.75K	1	0.03%	Increased
3680	DekaBank Deutsche Girozentrale Frankfurt, Germany	$244K	$0	1	0%	Maintained
3681	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$244K	-$50.7K	1	0.02%	Reduced
3682	MW Maia Wealth Denver, Colorado	$243K	+$9.94K	1	0.04%	Increased
3683	RIP RAM Investment Partners Bellevue, Washington	$242K	+$148K	1	0.04%	Increased
3684	GCA Gradient Capital Advisors San Diego, California	$242K	$0	1	0.06%	Maintained
3685	SRC Sage Rhino Capital Menlo Park, California	$242K	-$5.17K	1	0.05%	Reduced
3686	IWN Independent Wealth Network Urbandale, Iowa	$241K	+$19.9K	1	0.07%	Increased
3687	GWM Goldenstone Wealth Management El Dorado Hills, California	$241K	+$5.57K	1	0.18%	Increased
3688	VCM Violich Capital Management San Francisco, California	$241K	$0	1	0.03%	Maintained
3689	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$241K	+$207K	2	0.1%	Increased
3690	BC Bayforest Capital London, United Kingdom	$240K	+$160K	3	0.27%	Increased
3691	KWM KFG Wealth Management Granger, Indiana	$240K	-$3.84K	1	0.03%	Reduced
3692	1CP 1015 Capital Partners Pottstown, Pennsylvania	$240K	+$199	3	0.23%	Increased
3693	SAM Satovsky Asset Management New York	$240K	+$795	1	0.04%	Increased
3694	KAM KEB Asset Management Springfield, Illinois	$239K	-$66.3K	1	0.05%	Reduced
3695	CA Crumly & Associates Springfield, Illinois	$239K	+$2.98K	1	0.05%	Increased
3696	VCM Vision Capital Management Portland, Oregon	$239K	-$199	1	0.03%	Reduced
3697	HIP Harrell Investment Partners Austin, Texas	$239K	+$246K	1	0.06%	New
3698	RFG REAP Financial Group Austin, Texas	$239K	+$22.5K	2	0.05%	Increased
3699	GK Graney & King Latham, New York	$238K	$0	3	0.13%	Maintained
3700	PBF Petix & Botte Financial La Mesa, California	$237K	-$115K	1	0.05%	Reduced