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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	WA Waddell & Associates Memphis, Tennessee	$237K	+$244K	1	0.01%	New
3702	AW Alchemi Wealth Essex, Connecticut	$236K	+$2.98K	1	0.13%	Increased
3703	AP Arlington Partners Birmingham, Alabama	$236K	+$244K	1	0.47%	New
3704	BFWM Bright Futures Wealth Management Webster, Ny 14580, New York	$236K	+$6.36K	1	0.16%	Increased
3705	RFW Redwood Family Wealth Addison, Texas	$236K	+$2.19K	1	0.23%	Increased
3706	TCM Traub Capital Management Needham, Massachusetts	$236K	$0	1	0.23%	Maintained
3707	ANBOT American National Bank of Texas Richardson, Texas	$235K	-$42.3K	1	0.22%	Reduced
3708	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$235K	+$239K	1	0.16%	New
3709	MCM MontVue Capital Management Lynchburg, Virginia	$235K	-$79.5K	1	0.16%	Reduced
3710	PWM Praetorian Wealth Management Carmel, California	$234K	+$236K	1	0.04%	New
3711	FS Financially Speaking Greenwood Village, Colorado	$234K	$0	2	1.14%	Maintained
3712	DI DAGCO Inc Westlake, Ohio	$233K	+$596	2	0.05%	Increased
3713	BFA Bridgelight Financial Advisors Shelton, Connecticut	$232K	+$15.7K	1	0.2%	Increased
3714	CC Cultivar Capital Denton, Texas	$232K	$0	1	0.15%	Maintained
3715	ITB Idaho Trust Bank Boise, Idaho	$232K	-$15.3K	1	0.08%	Reduced
3716	CWM CCG Wealth Management San Diego, California	$232K	+$239K	1	0.06%	New
3717	BOM Bank of Marin Novato, California	$231K	$0	1	0.17%	Maintained
3718	JCP JB Capital Partners Armonk, New York	$231K	$0	1	0.04%	Maintained
3719	CCP Carmel Capital Partners San Diego, California	$231K	+$234K	1	0.08%	New
3720	EWM Evolution Wealth Management Fort Myers, Florida	$230K	+$70.9K	3	0.17%	Increased
3721	RWI Red Wave Investments Dillsburg, Pennsylvania	$230K	$0	1	0.07%	Maintained
3722	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$229K	-$994	1	0.08%	Reduced
3723	Saturna Capital Bellingham, Washington	$229K	-$6.36K	1	0%	Reduced
3724	PP Postrock Partners Overland Park, Oregon	$228K	+$231K	1	0.11%	New
3725	SMWM Silvia McColl Wealth Management San Diego, California	$228K	$0	1	0.15%	Maintained