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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
3701	OBGC O'Brien Greene & Co Media, Pennsylvania	$220K	-$446K	1	0.06%	Reduced
3702	SPI Sutton Place Investors Katonah, New York	$219K	-$1.1K	1	0.11%	Reduced
3703	FP Fiduciary Planning Englewood, Florida	$219K	$0	1	0.06%	Maintained
3704	PWM Partners Wealth Management Carmel By The Sea, California	$219K	+$183	1	0.21%	Increased
3705	MI Markowski Investments Tampa, Florida	$219K	+$222K	3	0.05%	New
3706	YWS Yarger Wealth Strategies Westerville, Ohio	$219K	+$205K	1	0.08%	New
3707	PA Prairie Advisory Leawood, Kansas	$219K	+$212K	1	0.05%	New
3708	VPF Vantage Point Financial Lisle, Illinois	$219K	-$208K	1	0.07%	Reduced
3709	WCM Wealthcare Capital Management Richmond, Virginia	$219K	-$734	1	0.02%	Reduced
3710	PFG Putney Financial Group San Rafael, California	$219K	-$73.8K	1	0.2%	Reduced
3711	AC AWM Capital Phoenix, Arizona	$219K	+$211K	1	0.02%	New
3712	DWM Dopkins Wealth Management Williamsville, New York	$218K	+$1.1K	1	0.08%	Increased
3713	BWM Braeburn Wealth Management Muskegon, Michigan	$218K	-$919K	1	0.09%	Reduced
3714	PS Planned Solutions Folsom, California	$218K	+$198K	1	0.06%	New
3715	THCM Taylor Hoffman Capital Management Richmond, Virginia	$218K	+$198K	1	0.05%	New
3716	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$217K	+$5.87K	1	0.03%	Increased
3717	CL CPWA LLC Hood River, Oregon	$217K	+$183	1	0.25%	Increased
3718	DWM DeLarme Wealth Management Palos Verdes Estates, California	$216K	-$204K	1	0.13%	Reduced
3719	MCM Magnolia Capital Management Cold Spring, New York	$216K	-$197K	1	0.15%	Reduced
3720	BFA Bridgelight Financial Advisors Shelton, Connecticut	$215K	-$13K	1	0.15%	Reduced
3721	BHFP Blom & Howell Financial Planning Modesto, California	$215K	-$917	1	0.18%	Reduced
3722	CWM Cherrydale Wealth Management Hoboken, New Jersey	$215K	+$183	1	0.06%	Increased
3723	BA Bluesphere Advisors East Norriton, Pennsylvania	$214K	+$183	1	0.07%	Increased
3724	NCM Neumann Capital Management Foster City, California	$214K	$0	1	0.14%	Maintained
3725	V ViaWealth Leawood, Kansas	$214K	+$636	1	0.11%	Increased